Here at CIBC Wood Gundy, we work towards creating an open dialogue to understand and build your investment needs and goals. With our Team, we establish a tailored investment strategy through the following services:
With the Portfolio Partner premium fee-based service, we work closely with you to implement an investment strategy tailored to your unique goals. We then work together to manage your portfolio on an ongoing basis so you can focus on what matters most to you.
Enjoy the following benefits with a CIBC Wood Gundy Portfolio Partner account.
Professional advice and access to a wide range of investment option
Preferred interest rates on cash balances and margin loans
No annual administration fee for enrolled, registered accounts
Potential tax benefits
Renowned investment, corporate and industry research
Detailed account statements and online access to account updates
An annual fee, (either monthly or quarterly), gives you freedom to pursue your investment strategy without worrying about individual transaction costs.
Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.
Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.
Access specialized expertise to structure, preserve and optimize your wealth.
Access solutions for some of life's most significant decisions and shape your lasting legacy.