Portfolio Solutions When Investing for Long Term Growth

What is a portfolio solution?

Portfolio solutions are an all-in-one investment solution managed by a team of experts. These solutions generally include mutual funds and/or exchange traded funds as well as exposures to a variety of asset classes such as equities, fixed income and alternatives. They may incorporate strategies such as tactical asset allocation and active or passive investing.

The value of CIBC Portfolio Solutions

Choice and flexibility

Whether you consider yourself a conservative, balanced or growth-oriented investor, there are a range of portfolio solutions available for you.

Broad diversification

Our approach to asset allocation and multi-layer diversification ensures that our portfolio solutions are designed to align to your investor profile.

Professional investment management

Our solutions are managed by an experienced team of investment professionals, and other specialized investment managers from around the world, who work to make sure your portfolio can navigate a changing market while staying aligned with your goals.

Types of CIBC Portfolio Solutions

CIBC offers a broad suite of portfolio solutions. A CIBC advisor will work with you to understand your needs and help select the best options for you.

CIBC Personal Portfolio Services®

This discretionary investment management service offers portfolios diversified by a range of asset classes and styles. 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 profile based on their needs, objectives, and risk profiles.

Learn more about CIBC Personal Portfolio Services.

CIBC Smart Investment Solutions

CIBC Smart Investment Solutions are modern, all-in-one investment solutions designed for your individual investment goals and life stage. Your portfolio is carefully crafted based on strategic asset allocation, and optimally blends both active and passive investments.

Learn more about CIBC Smart Investment Solutions.

CIBC ETF Portfolios

This investment solution offers professionally constructed, broadly-diversified portfolios designed to keep costs low. CIBC ETF Portfolios are mutual funds that invest in CIBC exchange-traded funds.

Learn more about CIBC ETF Portfolios.

CIBC Sustainable Investment Strategies

CIBC Sustainable Investment Strategies invest primarily in companies that actively pursue environment, social and governance issues and are working towards improving outcomes for their stakeholders.

Learn more about CIBC Sustainable Investment Strategies.

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 profile. CIBC Managed Portfolios are mutual funds that invest in other CIBC Mutual Funds.

Learn more about CIBC Managed Portfolio Services.

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Everyday investment and banking solutions plus access to special offers on deposit accounts and credit cards
Easy-to-use tools and tailored advice

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CIBC Imperial Service®

Personalized attention from a dedicated advisor who works with you to tailor a plan unique to your needs and goals
Access to a team of experts through your advisor who will help address all your needs

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