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Investing Choices
Advisor Managed Account

Advisor Managed Account: Expertise You Can Trust

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. This investment solution directly connects you to an expert who can manage your portfolio on an ongoing basis. Since our Portfolio Managers are also CIBC Wood Gundy Investment Advisors, this is an individual you either already have a relationship with or one who you will get to know and trust.

CIBC Wood Gundy Portfolio Managers

In a managed account, the most important contributing factor to performance is your Portfolio Manager. This is the person who develops the right combination of securities to maximize return for your investment objectives and level of risk tolerance, including deciding what securities are held, when they are bought and when they are sold.

CIBC Wood Gundy looks for Portfolio Managers who have extensive experience, thorough knowledge of the market and economic conditions and a solid reputation for providing excellent client service. With an Advisor Managed Account, you have one to one access to some of the most highly qualified and regulated professionals in the industry to personally manage your investments.

You also have the comfort of knowing that CIBC Wood Gundy stands behind our services, conducting ongoing monitoring of each Portfolio Manager to ensure they provide nothing but the highest quality of service to every client. You can be assured that your investments are in good hands.

Tailored To The Affluent Investor

The Advisor Managed Account has been designed with the affluent investor in mind, offering exclusive benefits:

  • The elimination of telephone calls on every trade relieves you from day-to-day decisions so that you are free to focus on what’s important to you
  • Regular meetings keep you in touch with your CIBC Wood Gundy Portfolio Manager, ensuring any life changes are considered while your assets are invested
  • Owning the individual securities means that you can work with your CIBC Wood Gundy Portfolio Manager to implement tax-efficient solutions that benefit you and your portfolio
  • Advisor Managed Account includes top-quality Quarterly Portfolio reviews, reserved for only our most prestigious services. Receive comprehensive reporting that integrates all you portfolio information into one, easy-to-follow statement

Access Our Expertise

To learn how you can benefit from CIBC Wood Gundy Advisor Managed Account, please speak with your CIBC Wood Gundy Investment Advisor. Use our Find An Advisor tool to contact 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.

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