Keep It Simple With One All-Inclusive Fee
In life, one size doesn't always fit all. Take investing as an example. For many investors, a conventional investment account where you pay a commission each time you make a trade suits them just fine. But what about investors who find keeping track of individual commissions too complicated and time consuming?
For those investors, there's the option of a fee-based account to simplify things. With a fee-based account, like CIBC Wood Gundy's Portfolio Partner™, you can say goodbye to individual transaction fees and replace them with one transparent asset-based fee. Paying one fee not only saves time, but alleviates the stress of making decisions based on the concern of commission costs.
A fee-based account offers you greater agility in your investment choices, providing the option to make changes to your portfolio or take advantage of immediate opportunities without the concern for transaction fees. One fee means you don't need to worry about accumulating transaction costs and can instead focus on achieving your financial goals. Your annual fee entitles you to a generous number of commission-free trades each year based on the value of your account.
Your CIBC Wood Gundy Investment Advisor will work with you to create, implement, and manage a customized financial strategy, as you see fit, making adjustments to suit changing market conditions and personal circumstances. You'll also have access to a wide array of investment choices to build the portfolio that's right for you.
Whether your priority is saving for retirement or building wealth through non-registered investments, you can take advantage of a fee-based account. Annual administration fees for all enrolled registered accounts and one Asset Advantage Account are waived and you will also be entitled to CIBC Wood Gundy's preferred interest rates on Canadian and U.S. cash balances for registered and non-registered accounts. You can also benefit from all the services offered by CIBC Wood Gundy including top-ranked research, detailed account statements and online account access.
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.
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