A PORTFOLIO DESIGNED EXCLUSIVELY FOR YOU
With a CIBC Wood Gundy Advisor Managed Account, we work together to create a customized portfolio of investments based on your goals. As your Portfolio Manager I’ll provide you with guidance and the delivery of investment solutions that meet your unique needs.
Enjoy the following benefits with a CIBC Wood Gundy Advisor Managed Account.
More time to focus on the important things in your life
I manage the day-to-day investment decisions so you can concentrate on what matters most to you.
Tailored to you and your needs
I construct a suitable investment strategy that goes hand-in-hand with your goals, risk tolerance and time horizon.
A clear picture of your portfolio of investments
You know which securities are held in your portfolio, so you can easily track your progress to your goals.
Competitive fee structure
You receive tailored services including financial advice, portfolio development and reviews, trade execution and comprehensive reporting for one all-inclusive fee.
The option to exclude specific investments
You decide. For instance, if you’re passionate about responsible investing, you can exclude companies that don’t meet your environmental, social and governance standards.
