Find Your Fee-Based Investment Service
Fee-based investing has become more desirable by investors in recent years, as a growing number of Canadians find these services have many advantages compared to traditional commission-based accounts.
Successful investing is more than just a series of transactions. That's why fee-based accounts do not charge transaction fees every time a trade is made. Instead, a monthly or quarterly fee is charged based on the assets in your account. Benefiting from the professional advice of a qualified expert and knowing that someone you trust is looking out for your best interests is the foundation of a fee-based account. This includes investment advice, portfolio construction, rebalancing, keeping you informed and ongoing monitoring - giving you the freedom to focus on what's most important to you.
Fee-based investing comes in many forms. At CIBC Wood Gundy, we have a choice of services to fit different types of investors. For those who enjoy working closely with their Investment Advisor to build and grow their portfolio, while maintaining control over their assets, we offer Portfolio Partner®. This is a portfolio service that includes a generous annual trade allotment bundled with preferred client features for one single fee.
For others who prefer to leave all the investing decisions to professional investment managers, we offer CIBC Wood Gundy Investment Consulting Service™. This is the number one service of its kind in Canada, allowing you to choose from a variety of different investment strategies managed by the world's best investment managers to build a diversified portfolio.
Select Investment Advisors at CIBC Wood Gundy are also qualified Portfolio Managers or Associate Portfolio Managers. These Investment Advisors offer an exclusive service called Advisor Managed Account, where they administer their own personally designed portfolios.
Your CIBC Wood Gundy Investment Advisor can introduce you to the many advantages of fee-based investing. Use our Find An Advisor 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.