Professional Investment Advice
Leverage the experience, strategies and advice of a CIBC Wood Gundy Investment Advisor. This relationship will allow you to invest, manage and save your money more effectively than ever before.
One Fee For Service
One fee means predictability, transparency, and unlimited service, allowing you to look past the small stuff and see the big picture.
Your annual fee is based on the value of your account holdings enrolled in Portfolio Partner and is charged either monthly or quarterly, whichever is more convenient for you. Moreover, when your advisors fee is based on the growth of your portfolio, you can feel confident that your investments are being managed with care and diligence. Simply put : "When you gain, we gain."
Commission-Free Trading
You are entitled to a generous number of commission-free trades each year, which is based on the total market value of your account or group of accounts enrolled in the program.
This allows you to make changes and re-balance your portfolio without incurring transaction costs on every trade.
Tax Benefits
Since Canadians are among the highest taxed citizens, you will be pleased to know that a portion of your Portfolio Partner fees may be tax deductible.
Renowned Investment, Corporate And Industry Research
Through Wood Gundy Online you also have access to a full spectrum of top-ranked research.
Consolidating Assets
By consolidating your assets into a household, you may benefit from declining fee rates and, at certain thresholds, increased trade allotments. Consolidating your assets also provides ease for administration purposes, so your whole family can enjoy the features and benefits of the program - including family members that do not reside at the same address.
Value
Your CIBC Wood Gundy Investment Advisor offers a range of value-added services that are included in your Portfolio Partner annual fee. From professional investment advice to one-on-one meetings and access to insightful research, Portfolio Partner is more than just an account - it's an all-inclusive investment service designed to help you achieve your financial goals
