Starting in 2017, you'll receive a new, year-end account report for each investment account you hold. The new report includes a detailed view of your account’s performance and the fees associated with it. The requirements for the new report were introduced by the Canadian Securities Administrators.

Update for clients with mutual funds

The December statement for mutual fund accounts will be delivered shortly – we apologize for the delay. The RRSP contribution deadline is March 1, 2017.

You can visit your advisor or a CIBC Banking Centre anytime to review your investments and plan your contribution. We look forward to reviewing your financial needs with you.

Your New Investment Report

Enhanced performance reporting

On the new report you will see an individual, or money-weighted, rate of return for each account. The money-weighted rate of return considers not just the performance of the investments you hold in the account, but also the size of any deposits or withdrawals. It is unique to your account and can be a useful tool to help you determine if you are on track to meet your goals.

Understanding Money-Weighted Rate of Return

Clarity on fees

Additional details will provide you with clarity regarding the fees we receive in connection with your account. The fees themselves are not changing — the only change is the amount of detail you will see.

We provide value and advice every step of the way

We are committed to building a long-term relationship with you and delivering advice suited to your priorities.

Our model of service is built on 3 principles:

Planning
We listen and learn to gain a clear understanding of your priorities so that we can provide you with a plan that supports your objectives.

Experience
Our team of experts from across the CIBC group of companies work together to help you achieve your financial goals

Personalized service
We take pride in developing financial solutions that are built specifically for you.

CIBC Advisors ready to assist

Questions?