 |
|
President's Choice Financial services are provided by the direct banking division of CIBC.
President's Choice Financial MasterCard is provided by President's Choice Bank.
The PC points loyalty program is provided by President's Choice Services Inc.
CIBC Securities Inc. — Index Portfolio Rebalancing Service
an investment service that monitors your portfolio on a regular basis to ensure it maintains the right mix of funds
What is Index Portfolio Rebalancing Service?
CIBC Mutual Funds’ Index Portfolio Rebalancing Service is a comprehensive investment service that monitors your portfolio on a regular basis to make sure it maintains the right mix of funds. If your fund mix changes — because some funds grow faster than others — CIBC Index Portfolio Rebalancing Service will automatically rebalance your portfolio twice per year to make sure it continues to reflect your needs.
how to get started
Our investor selector tool is an easy-to-use investment planning tool that helps you pick the mix of investments that will help you reach your personal goals.
Whether you want to save money for retirement or for a major purchase, the investor selector tool can help you choose the right investment mix. By simply completing the investor selector tool questionnaire, you’ll be directed to an index fund portfolio with a strategic balance of index funds designed to meet your unique needs.
After using the investor selector tool to help choose the right investment mix, use the Index Portfolio Rebalancing Service to keep your investment strategy on track.
important information about CIBC Securities Inc. and CIBC Mutual Funds
† President's Choice Financial services are provided by the direct banking division of CIBC.
President's Choice Financial MasterCard is provided by President's Choice Bank.