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CIBC Managed Portfolio Services

With thousands of mutual funds to choose from, you not only face the challenge of what funds to choose, but the greater challenge of how to combine them to build a portfolio that reflects your personal profile. An easier and more reliable solution is to hand the responsibility of managing your money to professional investment managers.

We are one of Canada's leaders in offering clients professionally managed portfolios. With CIBC Managed Portfolio Services, our "All-In-One Investment Solution", you get access to the expertise of leading investment managers, freeing you from researching, monitoring and adjusting your own portfolio.


How to buy a CIBC Managed Portfolio
Use your CIBC Investor's Edge account, visit a branch where CIBC Mutual Funds are sold, contact your financial advisor or broker, or call the number below.
1-800-465-3863 toll free



With CIBC Managed Portfolio Services, you can select from a number of professionally managed portfolios and you will get access to:

  • Expertise of leading investment managers
  • Diversification to reduce risk
  • Continuous monitoring and rebalancing
  • Customized asset mix for each portfolio, ranging from conservative to aggressive
  • Full range of account types* (RRSP, RRIF, RESP and Non-Registered)
  • Professional investment management with as little as $500

CIBC U.S. Dollar Managed Portfolios* are also available. They are specially designed to keep your investments exposed to the U.S. currency:

  • Portfolios are purchased and sold in U.S. dollars
  • Distributions, pricing, rates of return and statement information are all expressed in U.S. dollars
  • Tax reporting is in Canadian dollars

CIBC Family of Managed Portfolios:


CIBC Managed Portfolios


CIBC U.S. Dollar Managed Portfolios


* CIBC U.S. Dollar Managed Portfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registered accounts.

Disclaimers:
Important information about CIBC Securities Inc. and mutual funds
Important information about CIBC Trust Personal Portfolio Services