Discretionary Investment Management

For clients who seek to preserve capital and grow the value of their portfolio, but don't have the time to research and monitor the global financial marketplace, discretionary investment management is an ideal solution. Working in partnership, you continue to be involved throughout the process, but delegate the day-to-day investment decisions relating to your portfolio to us, confident that your advisory team has an intimate understanding of your goals and needs.

The Advisor Managed Account (AMA) is a premium, fully managed discretionary** account personally serviced by Peter Butler who is a qualified CIBC Wood Gundy Portfolio Manager. In a managed account, the most important contributing factor to performance is your Portfolio Manager. CIBC Wood Gundy Portfolio Managers must hold specific industry credentials and maintain stringent CIBC Wood Gundy qualifications. The firm stands behind our services, conducting ongoing monitoring of each Portfolio Manager to ensure they provide nothing but the highest quality of service to every client. You can rest assured your investments are in good hands. 

Putting Your Objectives First

AMA is a personalized service, therefore we go to great lengths to understand your background and investment objectives. The result is a detailed Investment Policy Statement, a key component of the AMA program. Your Investment Policy Statement is a thorough report that details your background, investment objectives, risk tolerance, and the guidelines used to manage your portfolio.

One Annual Service Fee

Paying one annual fee (monthly or quarterly) means predictability, transparency and unlimited service for your Advisor Managed Accounts.

A Wide Selection Of Investment Options

AMA provides your CIBC Wood Gundy Portfolio Manager with the flexibility to incorporate a range of security types in their investment strategies. This allows you to place reasonable constraints on the securities you hold, depending on your existing portfolio, social, or moral beliefs, and risk tolerance.

Online Account Access And Research Tools

Through the secure, password-protected area of our website, www.cibcwoodgundy.com, you can access your AMA information and statements anytime, from anywhere you have access to the Internet. Through this secure site, you also have access to a full spectrum of top-ranked research.

Features at a glance:

• Professional Portfolio Management services from your CIBC Wood Gundy Investment Advisor 
• No additional trading costs for Advisor Managed Accounts 
• Monthly or quarterly asset-based fee, billed in arrears 
• Preferred interest rates on cash balances 
• No annual account fees for registered AMA accounts
• Detailed account statements and online account updates 
• Annual Fee Summary statement to assist with tax filing
• Quarterly portfolio review and realized gain / loss reporting

** Minimum account balance of $100,000 per household.