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Financial Planning
Registered Plans

Registered Plans

Self DirectedFund PartnerLocked-in

Gain The Benefits Of Mutual Funds

Mutual funds can be an important part of an overall investment plan, offering diversification and risk management. These benefits are not limited to your regular investment account, but can also be incorporated into your Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).

Get Access To Over 100 Mutual Funds

The Fund Partner registered account is designed to provide you with a choice of more than 100 mutual funds. In addition to mutual funds, CIBC Wood Gundy investors who have cash balances inside Fund Partner plans (subject to minimums) earn daily interest and accounts are credited on a monthly basis. And best of all, you pay no annual administration fee. As part of our service, you will also enjoy simplified reporting of your holdings at least once every quarter and also for each month your account has activity.

More Retirement Solutions

In addition, we can deliver the following retirement solutions:

  • Self-Directed Plan
    Offers flexibility, control and broad investment choice
  • Locked-In Registered Plan
    If you have transferred out of a pension plan, we can provide you with the necessary registered vehicle for your investments

Get One To One Service

Your CIBC Wood Gundy is dedicated to delivering one to one expertise and can help you with your retirement plans or to alter the strategy you already have. Use our Find An Advisor tool to locate a CIBC Wood Gundy Investment Advisor near you.

The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.

Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Copies of such prospectuses are available, without charge, from CIBC World Markets Inc. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.

IIROC. Registered by Investment Industry Regulatory Organization of CanadaCIPF