Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Home
  • Testimonials
  • Our Team
  • Services
  • Investment Approach
  • Costs
  • Blog
  • Market insights
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Graves Financial Advisory Group

  • Home
  • Testimonials
  • Our Team
  • Services
  • Investment Approach
  • Costs
  • Blog

Costs

Address 1969 Upper Water Street, Tower Two Suite 1801 Halifax NS, B3J 3R7
Telephone Number (902) 457-4003
Email Email us
Email Email
Telephone Number Tel

What am I paying for?

We truly embrace our fully transparent management fees – clients know what they’re paying for. It shows on their statement every month; so they can make an informed decision about whether or not it makes sense to continue paying for our services or not.
In the event a client find themselves dissatified with our services, the fee would stop. There is no cost associated with transferring to another institution. Learn more

 

Value add: sound advice, planning, services, peace of mind, consistent and fair treatment with regard to portfolio management and investment ideas. Learn more

 

While glove on a gold door handle


• No trading costs
• No exit fees
• No embedded costs
• No account administration fees


We take pride in the fact that you know exactly what you are paying for, and the services you are receiving for this.
Our interests are aligned with our clients. 
Portfolio management costs are based on the average daily balance of your account. 

 

Fee calculation is as follows:
((Daily closing balance of account) * ((1/365)*Client Annual Fee Rate)) + HST


Fees are charged monthly in arrears. You are paying for services already rendered, not future services.

 

Jonathan Graves sitting in a chair 

 

Joanne McFeters in a chair

 

 

 

Services you can expect from the Graves financial advisory team

 

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.