Discretionary Services

The Pope Team is now offering clients the Advisor Managed Accounts (AMA) program. This is CIBC Wood Gundy's premier, fee-based, fully managed discretionary portfolio experience for clients. With a minimum portfolio investment of $100,000, clients delegate the ongoing portfolio management of their AMA portfolio to The Pope Team. Neil has fulfilled the duties and requirements to be licensed as an AMA Portfolio Manager (PM).

All of your relevant client information, factors and goals are used to create a personalized Investment Policy Statement (IPS) that serves as the foundation of how your money will be managed over time. The AMA experience provides you with peace of mind, freeing you from the day-to-day investment decision making process.

With AMA, you get a completely customized portfolio designed by the Pope Team. Portfolios are built from the ground up according to a clients' various goals taking into account factors such as risk tolerance, income needs, growth requirements and time horizons of each individual goal. Because a clients' approval is not required for each individual transaction, we are able to take advantage of investment opportunities quickly and efficiently.

Benefits of the AMA program include:

• Expertise: CIBC Wood Gundy Portfolio Managers must meet specific industry credentials and strict internal qualifications
• Personalized Service: direct access to your Portfolio Manager, Neil Pope
• Freedom: eliminates calls on every trade, relieving you from day to day decisions
• First Rate Reporting: beside monthly statements you will receive top quality Quarterly Reviews
• Tax Deductibility of Fees: in many cases your professional money management fee is tax deductible. We provide a report to provide your accountant
• Efficiency of Trade Execution: timely trade opportunities can be executed quickly

Please contact us to discuss the discretionary services we offer through the Advisor Managed Account, in particular through the Pope Team Index and Stock Strategy.