CIBC Portfolio Solutions

One of the keys to successful investing is ensuring that a portfolio is properly diversified and then monitored and rebalanced on a regular basis.

You can decide to do it yourself - choosing the right asset mix, building your portfolio of mutual funds, reviewing it regularly, and rebalancing
it - or you can leave the responsibility to leading investment managers by selecting one of our portfolio solutions. A CIBC advisor will work with you to understand your needs and help select the best solution for you.

CIBC Managed Portfolio Services
This service provides access to professional money management in a diversified portfolio. Clients with a minimum investment of $500 select an appropriate CIBC Managed Portfolio based on their needs, objectives and risk tolerances. CIBC Managed Portfolios are mutual funds that invest in other CIBC mutual funds. Learn more

Axiom Portfolios™
This program provides all of the features and benefits of sophisticated portfolio management while simplifying the reporting, management and administration of your portfolio. At a minimum investment of $25,000, Axiom allows you to enjoy the benefits of diversification by asset class, geographic region, investment style, and market capitalization. Plus, Axiom provides you with access to the accumulated knowledge and expertise of leading managers from around the world. Learn more

CIBC Personal Portfolios Services
This discretionary investment management service offers portfolios diversified by one of the broadest ranges of asset classes and styles available. Investments are tactically managed and monitored in association with comprehensive reporting and client servicing. Clients with combined investable assets of $100,000 or more can select an appropriate CIBC Personal Portfolio Service profile based on their needs, objectives, and risk tolerances. Learn more

Important Information about CIBC Securities Inc. and Mutual Funds

CIBC Mutual Funds and Portfolio Solutions are provided by CIBC Securities Inc., a subsidiary of CIBC. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. CIBC Managed Portfolio Services is a service that helps you select an appropriate professionally built CIBC Managed Portfolio or CIBC U.S. Dollar Managed Portfolio. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read CIBC Mutual Funds and CIBC Family of Managed Portfolios prospectuses before investing. To obtain a copy, call CIBC Securities Inc. at 1-800-465-FUND (3863) or ask your mutual fund representative at any branch where CIBC Mutual Funds and CIBC Family of Managed Portfolios are sold. For periods greater than one year, the indicated rates of return are the average annual compound total returns as of the date indicated including changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced returns. The performance data for money market funds also shows the current yield and effective yield as of the date indicated and assumes the reinvestment of distributions only and does not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced yields. CIBC Mutual Funds and CIBC Family of Managed Portfolios are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed by CIBC. There can be no assurance that money market funds will be able to maintain their net asset value per unit at a constant amount or that the full amount of your investment in a fund will be returned to you. The values of many mutual funds, such as Income and Growth Funds, can change frequently. Past performance may not be repeated.