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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Todd Cannell

  • Home
  • About us
    • Our Team
    • Integrated Approach
    • Our Philosophy
    • Our Process
  • Our Services
    • Portfolio Partner
    • Advisor Managed Account
  • Client Resources
    • Market insights
    • Events
  • Community
  • Contact us

Portfolio Partner

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7341
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Portfolio Partner

About Portfolio Partner

CIBC Wood Gundy Portfolio Partner® is ideal for investors who want to combine professional investment advice, while retaining full decision-making authority over their investments, with the convenience and predictability of one single fee.

Portfolio Partner places you and your Investment Advisor on the same side of the table, sharing the same goal — to see your assets grow. This premium portfolio service allows you to work closely with your CIBC Wood Gundy Investment Advisor to implement a tailored investment strategy to manage your portfolios on an ongoing basis. Enjoy the following benefits with your portfolio partner account:

  • Professional investment advice and a wide range of investment options
  • Monthly or Quarterly fees based on total assets 
  • Detailed account statements and online access to account updates
  • Renowned investment, corporate and industry research
  • Ability to consolidate related accounts into a household, allowing you to benefit from declining fee rates and, at certain asset thresholds, increased trade allotments
 
 
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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.