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Why invest in CIBC Personal Portfolio Services?
Invest confidently with our all-in-one solution
Portfolio design
Strategic asset allocation and multi-layer diversification ensure our portfolios are aligned to various investor risk profiles and goals.
Professional management
Professional management gives you freedom from making day-to-day investment decisions and helps to ensure that each portfolio is positioned for growth.
Price and service
With our tiered account fee structure, your fees may be reduced depending on your portfolio size.
Portfolio Solutions designed to meet your ambitions
Wealth Generation Portfolios
These portfolios are designed to maximize returns and generate wealth, through active management. Each portfolio is made up of CIBC Imperial Pools, managed by global investment managers, and only available to select CIBC clients.
Conservative
These portfolios have a higher focus on the preservation of capital and achieving predictable returns rather than trying to achieve higher rates of return.
Asset allocation
⬤ 100% Cash
Asset allocation
⬤ 10% Cash
⬤ 90% Fixed income
Asset allocation
⬤ 75% Fixed income
⬤ 25% Equity
Asset allocation
⬤ 60% Fixed income
⬤ 40% Equity
Balanced
With these portfolios, you should expect some volatility with a secondary focus on growth of the investment.
Asset allocation
⬤ 40% Fixed income
⬤ 60% Equity
Asset allocation
⬤ 40% Fixed income
⬤ 60% Equity
Asset allocation
⬤ 40% Fixed income
⬤ 60% Equity
Growth
These portfolios have a greater focus on growth rather than preservation of capital and achieving predictable returns. Clients investing expect a greater level of volatility and unpredictability for the potential of growth and higher, long-term returns.
Asset allocation
⬤ 25% Fixed income
⬤ 75% Equity
Asset allocation
⬤ 10% Fixed income
⬤ 90% Equity
Asset allocation
⬤ 5% Fixed income
⬤ 95% Equity
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