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Getting Started
Self-Directed Investor

Are You a Self-Directed Investor?

With so many investment sources available today, making a decision on what brokerage you should use and how you should invest can be daunting. Would it be best to go with a financial planner? A broker? Or perhaps you have the confidence to rely on yourself?

To find out if you're a self-directed investor, start by thinking about your personal characteristics and preferences.


Self-Research
Self-directed investors like to rely on their own judgment and research to get the latest information on their investments and the markets. Rather than looking to one source, they scope out and assess different resources to get a complete picture of the financial landscape.

Self-Reliance
Instead of depending on others to guide and advise them, self-directed investors are self-starters who proactively invest on their own with little outside assistance. Self-directed investors want comprehensive and advanced tools to help them effectively manage their investments.

Self-Confident
Self-directed investors may have different financial goals and objectives but many share a common attribute: the confidence to control their own investing.

Self-Directing
Self-directed investors are willing to make choices on their own, but also know how to use available resources to make those choices.

CIBC Investor's Edge has all the tools, resources and features self-directed investors need, including our Asset Allocation tool, Calculators and an Education Centre to supplement your investing experience. We also have a comprehensive Markets and Research Centre with research from leaders in the field.

And, as a CIBC Investor's Edge client, you can also take advantage of the CIBC Mobile Brokerage App, which allows you to trade stocks, manage your investments and get quotes, directly from your smartphone! Learn more about the CIBC Mobile Brokerage App

At CIBC Investor's Edge, our comprehensive range of products and services can help you prepare and implement financial strategies to address your goals. You can open an account online or by calling our Investment Representatives at 1 800 567-3343.



The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services 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.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member of the Canadian Investor Protection Fund. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.

CIBC Investor’s Edge is a division of CIBC Investor Services Inc., a subsidiary of CIBC, Member of the Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada.