You can decide to do it yourself - choosing the right asset mix, building your portfolio of mutual funds, reviewing it regularly, and rebalancing it - or you can leave the responsibility to leading investment managers by selecting one of our portfolio solutions. A CIBC advisor will work with you to understand your needs and help select the best solution for you.
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 tolerances. CIBC Managed Portfolios are mutual funds that invest in other CIBC mutual funds.
This program provides all of the features and benefits of sophisticated portfolio management while simplifying the reporting, management and administration of your portfolio. At a minimum investment of $25,000, Axiom allows you to enjoy the benefits of diversification by asset class, geographic region, investment style, and market capitalization. Plus, Axiom provides you with access to the accumulated knowledge and expertise of independent managers from around the world.
CIBC Personal Portfolios 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 CIBC Personal Portfolio Service profile based on their needs, objectives, and risk tolerances.
CIBC Imperial Service
From investment and retirement planning to credit and day-to-day banking, we provide you with personalized, objective advice to help you achieve your financial goals—for today and your future.