At CIBC Wood Gundy, our portfolio services give you unparalleled service, customization to your individual needs and value for your dollar.
Designed to develop an enhanced relationship with your Investment Advisor, our portfolio services connect you with a professional to receive personalized advice on investment decisions and portfolio construction. Our fee-based services give you the opportunity to buy and sell securities without commissions on every trade.
Investing is more than just a series of transactions. It's about getting professional advice from a qualified expert and knowing that someone you trust is looking out for your best interests. It's about having a seasoned professional monitor your portfolio so you can focus on other things. Investing is about building the future you've dreamed of.
Whatever your wealth management goal may be, CIBC Wood Gundy has a portfolio service that will guide you towards it - with expertise that's one to one.
Make Life Simple
Managing your investments doesn't have to be difficult. We offer a range of investment solutions to meet your unique needs. Now you can enjoy peace of mind knowing that you have investment professionals committed to looking after your interests.
Find A Service That Works For You
Whether you're looking to assign all portfolio management responsibilities to an expert, benefit from advice while maintaining control or combine your investing and banking in one, we have a solution.
- The Advisor Managed Account gives you the expertise of a qualified CIBC Wood Gundy Portfolio Manager (or Associate Portfolio Manager), personalized service and freedom from day-to-day investing decisions.
- CIBC Wood Gundy Investment Consulting Service™ (ICS) is an exclusive discretionary investment service for clients with sophisticated investment needs.
- Portfolio Partner® is a premium portfolio service that allows clients to work closely with their Investment Advisor to implement a tailored investment strategy and manage their portfolios on an ongoing basis without paying commissions on every transaction.*
- Asset Advantage Account® integrates your investment, banking and borrowing transactions in one easy-to-access account, by linking the financial expertise of a CIBC Wood Gundy Investment Advisor with the banking resources of CIBC.
- Axiom Portfolios™ delivers an investment solution that brings you sophisticated portfolio management with the simplicity you deserve.
Free Up Your Time
For more information on our portfolio services, talk to your CIBC Wood Gundy Investment Advisor today. To find out how we can help you, use our Find An AdvisorOpens a new window in your browser. tool to contact a CIBC Wood Gundy Investment Advisor near you.