Access Leading Investment Experts With Managed Asset Programs

Managed asset programs offer an individualized approach to selecting and maintaining your investment portfolio. They are ideal for investors seeking personalized solutions where day-to-day decisions are delegated to a professional money manager.

These programs provide investors with the comfort of knowing that their financial affairs are in good hands and are monitored regularly by professionals, providing them with peace of mind and the time to pursue other interests.

Features of managed asset programs:

  • Personalized advice: Your Investment Advisor will look at your complete financial picture to help you determine the right solution and portfolio that compliments your investment goals, time horizon and risk tolerance.
  • Optimal portfolio design: This includes asset allocation and diversification based on your unique investor profile, ensuring your portfolio is built for the long-term.
  • Professional investment management: Access to leading money managers who specialize in different asset classes and investment styles.
  • Ongoing monitoring of your portfolio: Your portfolio is monitored by your investment advisor and a team of professionals on a continual basis to ensure it remains in-tune with your goals and objectives.

For more information on CIBC Wood Gundy's managed asset programs, speak to a CIBC Wood Gundy Investment AdvisorOpens a new window in your browser..

Use our Find An AdvisorOpens a new window in your browser. tool to locate a CIBC Wood Gundy Investment Advisor near you and take the first step to achieving the financial future you want.