There are occasions when "do-it-yourself" might work for you, but not necessarily with investing. To invest successfully, you need: 1) expertise and 2) time. Do you have them? Do you have the expertise to find, choose, and manage the right investment mix for your changing life? Can you make the time to do so? If you didn't answer "yes" to both questions, you'd benefit from having an investment professional at your side.
An Investment Advisor will provide you with the expertise to sort through thousands of investments and help you create a portfolio that fits your time horizon, risk tolerance and goals. A CIBC Wood Gundy Investment Advisor will do so knowing our commitment is to make you the focus of everything we do.
Maintaining an investment portfolio is time-consuming. You could take a "buy and ignore" approach. But very serious consequences could follow if you don't actively monitor and adjust it to changing conditions. A CIBC Wood Gundy Investment Advisor will make the time to build and nurture your portfolio, freeing you to focus on living your life.
Innovative and Effective Solutions
Beyond expertise and time, a CIBC Wood Gundy Investment Advisor will provide the insight and impartial advice that helps you make informed decisions about your assets – according to your priorities. He or she will provide you with innovative and effective solutions you could be overlooking because emotions tend to affect the way people deal with money matters.
Find an Advisor
Use our Find An Advisor tool to locate a CIBC Wood Gundy Investment Advisor near you and take the first step to achieving the financial future you want.
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.