You'll receive a year-end account report for each investment account you hold. This report includes a detailed view of your account’s performance and the fees associated with it.

Video: Your Investment Report. 1:16.
Video: Your Investment Report (1:16)

Enhanced performance reporting

On the 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.

Video: Understanding Money-Weighted Rate of Return. 2:21.
Video: Understanding Money-Weighted Rate of Return (2:21)

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:

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.

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.

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