Client service is at the heart of our philosophy at CIBC Private Investment Counsel. Our aim is to build a long-term relationship with you. The foundation of the relationship is our service commitment - to anticipate and exceed your expectations. This service commitment sets out the standards that our clients can expect from CIBC Private Investment Counsel and that we demand of ourselves.

Your CIBC Investment Counsellor will be with you every step of the way, from tailoring your portfolio to meet your needs, to offering advice on investment strategies and suggestions for potential tax optimization strategies for review with your tax advisors. Your CIBC Private Investment Counsellor will also provide regular in-depth quarterly portfolio reviews, and quarterly market commentary.

CIBC Private Investment Counsel has the capability to customize investment statements to meet clients' specific reporting needs, and we look forward to the opportunity of discussing this with each client.

Our online service also keeps you informed about the holdings, daily valuations and historical statements for your portfolio. Please try our demo for more information.

To find out more about our approach to managing individually tailored portfolios, please contact one of our Investment Counsellors at CIBC Private Investment Counsel.

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