Everything you need in one solution

The value of portfolio solutions

Choice and flexibility

Whether you’re saving for retirement, education, or have specific income needs, there is a portfolio solution to align with your goal.

All-in-one diversification

Each portfolio solution is designed with a mix of investments across asset class, geography, and investment style, to help balance risk and resilience.

Professional management

Each portfolio solution is designed and managed by a team of investment professionals that handles asset allocation, manager selection, rebalancing, and ongoing monitoring — so you don't have to.

Types of CIBC Portfolio Solutions

CIBC Fixed Income Pools

Provides a range of institutional-quality, advanced bond strategies — from investment-grade corporate and government bonds to more specialized fixed income mandates — within a single solution.

Renaissance Optimal Portfolios

A sophisticated suite of multi-manager portfolios composed of top Renaissance Investments mutual funds. Designed to generate income, pursue capital appreciation, and manage volatility.

CIBC ETF Portfolios

A simple and low-cost way to invest with a portfolio professionally constructed of a diverse mix of high-quality index ETFs. 

CIBC Education Portfolios

Designed specifically for education savings. These target-date portfolios automatically adjust over time, reducing guesswork, stress and the time you spend planning for this important goal. 

CIBC Smart Investment Solutions

A modern portfolio solution built on strategic asset allocation, carefully optimized to blend active and passive investments for your individual goals and life stage. 

CIBC Managed Portfolio Services

An accessible all-in-one solution that invests in a professionally selected mix of CIBC and Renaissance mutual funds and ETFs, with US dollar purchase options available. 

CIBC Sustainable Investment Solutions

Portfolio solutions designed to provide meaningful impact through an environmental, social, and governance (ESG) framework. Designed to align with your personal values. 

Ready to invest?

Work with an advisor

A financial advisor can help find the right portfolio solution for you. Meet with a CIBC advisor, or discuss with an independent investment professional.

Explore on your own

Use the ETF and Fund Comparison to explore all portfolio solutions. Some portfolio solutions are available through online brokerage platforms.