Discretionary Portfolio Management is a form of investment management where day-to-day trading decisions are transferred to a licensed Portfolio Manager. The client is not consulted on these decisions, but all decisions made are based on pre-determined and mutually agreed criteria called the Investment Policy Statement (IPS).

Benefits for you

Expertise

CIBC Wood Gundy Portfolio Managers must meet specific industry credentials and strict CIBC Wood Gundy qualifications.

Personalized Service

Direct access to your Portfolio Manager because we are also your Investment Advisors.

Freedom

Eliminates calls on every trade; relieving you from day-to-day decisions.

Our Managed Portfolio

Our disciplined investment philosophy and principles guide our decision-making process and allow us to create managed portfolios tailored to our clients' financial and lifestyle needs.

Our portfolio is designed for investors seeking long term growth and reduced volatility through the prudent combination of a highly disciplined equity strategy and a high quality fixed income allocation.

Click here to learn more about our Growth and Income Portfolio.