CIBC Managed Portfolios
All-In-One Investment Solution
With thousands of mutual funds to choose from, you not only face the decision of what funds to invest in, but the greater challenge of how to combine them to build a portfolio that reflects your personal profile. An easier and more reliable solution is to hand the responsibility of managing your money to professional investment managers.
We are one of Canada's leaders in offering clients professionally managed portfolios. Through your CIBC Wood Gundy Investment Advisor, you can gain access to CIBC Managed Portfolios and the expertise of leading investment managers. These managed portfolios are based on established principles of successful investing.
Don't Put All Your Eggs In One Basket
CIBC Managed Portfolios are primarily comprised of a blend of CIBC Mutual Funds. Each portfolio is not only diversified by asset class, but takes investing to a higher level by diversifying across geographic regions, management styles and market capitalization as well.
Leading Investment Managers Are Managing Your Money
CIBC Asset Management Inc. and other leading investment managers from around the world lend their expertise to specific investment mandates. The portfolios are professionally bundled and constructed to offer the best return potential for a given level of investment risk.
Continuous Monitoring And Rebalancing
Our investment experts will monitor your portfolio on a daily basis and rebalance the portfolio to ensure that your original strategy stays on track, no matter what the markets are doing.
CIBC Managed Portfolios offer you access to:
- Expertise of leading investment managers
- Diversification across a range of CIBC Mutual Funds to reduce risk
- Continuous monitoring and rebalancing
- Customized asset mix for each portfolio, ranging from conservative to aggressive
- Full range of account types – RRSP, RRIF, RESP and non-registered
- Professional investment management
- CIBC U.S. dollar managed portfolios
Getting Started On The Path To Investing Is Easy
Your CIBC Wood Gundy Investment Advisor can provide you with the expertise to find the investment solutions that are right for you. To find out how we can help you, use our Find An AdvisorOpens a new window in your browser. tool to contact a CIBC Wood Gundy Investment Advisor near you.