The Portfolio Manager designation requires the successful completion of industry courses, a number of years of experience in the industry, and registration with the Investment Dealers Association. In addition to these requirements, CIBC Wood Gundy has its own standards for Portfolio Managers. As your Investment Advisor and a qualified Portfolio Manager, I will work with you to select the portfolio that fits your needs - according to your investment goals, risk tolerance and time horizon.

The Advisor Managed Account gives you the expertise of CIBC Wood Gundy’s portfolio services, personalized service and freedom from day-to-day investing decisions. This is an investment solution that connects you directly to an expert you already have a relationship with, who can manage your portfolio on a daily basis.

To make sure you are kept up to date on the progress of your portfolio, CIBC Wood Gundy prepares top quality Quarterly Portfolio Reviews created for holders of the Advisor Managed Account. These reviews detail your personal investment holdings, which are not pooled with other investors. We also provide comprehensive year-end tax reporting.