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 Global 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 Advisor tool to contact a CIBC Wood Gundy Investment Advisor near you.
The information contained herein is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. It is for general information purposes only.
Important Information about CIBC and mutual funds
CIBC Mutual Funds and CIBC Family of Managed Portfolios are available through CIBC Wood Gundy, a division of CIBC World Markets Inc, member of the Canadian Investor Protection Fund. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. CIBC Managed Portfolio Services is a service that helps you select an appropriate professionally built CIBC Managed Portfolio or CIBC U.S. Dollar Managed Portfolio. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read CIBC Mutual Funds and CIBC Family of Managed Portfolios prospectuses before investing. CIBC Mutual Funds and CIBC Family of Managed Portfolios are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed by CIBC. There can be no assurance that money market funds will be able to maintain their net asset value per unit at a constant amount or that the full amount of your investment in a fund will be returned to you. The values of many mutual funds, such as Income and Growth Funds, can change frequently. Past performance may not be repeated.
CIBC Mutual Funds and CIBC Family of Managed Portfolios are available across Canada. The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of the U.S. or the U.K. or to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation.
Certain information which we have provided to you may constitute "forward-looking" statements. These statements involve known and unknown risks, uncertainties and other factors that may cause annual results or achievements of the investment product to be materially different than the future results, performance or achievements expressed or implied in the forward-looking statements.
The information is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional.
CIBC Asset Management Inc. (CIBC AM) acts as portfolio adviser, CIBC Trust Corporation acts as trustee, and CIBC acts as manager, of the CIBC Mutual Funds. CIBC AM and CIBC Trust Corporation are wholly-owned subsidiaries of CIBC and, therefore, affiliates of CIBC Wood Gundy.