CI | Bonds | 2.2 B | — | CI CIBC | 0.40 | Investment Grade | | 1/16/2019 | 19.80 | 0.00 | 0.00 |
CI | Stocks | 1.24 B | — | CI CIBC | 0.06 | Total Market | MSCI USA | 3/31/2021 | 35.86 | 5.13 | 25.86 |
CI | Stocks | 959.98 M | — | CI CIBC | 0.34 | Total Market | | 11/16/2021 | 19.94 | 0.00 | 0.00 |
CI | Bonds | 685.55 M | — | CI CIBC | 0.22 | Investment Grade | Morningstar Global Ex-Canada Core Bond Index - CAD - Benchmark TR Gross Hedged | 9/16/2021 | 17.37 | 0.00 | 0.00 |
CI | Stocks | 655.17 M | — | CI CIBC | 0.34 | Total Market | | 11/16/2021 | 27.03 | 0.00 | 0.00 |
CI | Stocks | 633.52 M | — | CI CIBC | 0.05 | Total Market | MSCI Canada Domestic IMI Index - CAD - Benchmark TR Gross | 3/31/2021 | 35.69 | 2.43 | 18.34 |
CI | Stocks | 607.54 M | — | CI CIBC | 0.47 | Total Market | | 11/16/2021 | 23.07 | 0.00 | 0.00 |
CI | Bonds | 562.77 M | — | CI CIBC | 0.34 | Investment Grade | | 1/16/2019 | 19.76 | 0.00 | 0.00 |
CI | Stocks | 458.35 M | — | CI CIBC | 0.29 | Total Market | MSCI EAFE Index - CAD | 3/31/2021 | 29.43 | 2.13 | 17.02 |
CI | Bonds | 371.03 M | — | CI CIBC | 0.08 | Investment Grade | FTSE Canada Short Term Bond Index - CAD - Benchmark TR Gross | 1/23/2023 | 20.61 | 0.00 | 0.00 |
CI | Stocks | 182.09 M | — | CI CIBC | 0.42 | Total Market | MSCI Emerging Markets Index - CAD | 9/16/2021 | 24.82 | 2.24 | 16.10 |
CI | Bonds | 126.86 M | — | CI CIBC | 0.07 | Investment Grade | FTSE Canada Universe Bond Index - Return | 3/31/2021 | 17.89 | 0.00 | 0.00 |
CI | Bonds | 96.98 M | — | CI CIBC | 0.48 | Wide credit | | 10/29/2020 | 17.66 | 0.00 | 0.00 |
CI | Stocks | 90.28 M | — | CI CIBC | 0.90 | Total Market | MSCI World Index | 7/27/2020 | 30.01 | 0.00 | 0.00 |
CI | Bonds | 88.23 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 20.99 | 0.00 | 0.00 |
CI | Bonds | 74.61 M | — | CI CIBC | 0.00 | Investment Grade | | 7/9/2024 | 20.94 | 0.00 | 0.00 |
CI | Bonds | 62.72 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 21.15 | 0.00 | 0.00 |
CI | Bonds | 53.82 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 20.88 | 0.00 | 0.00 |
CI | Bonds | 47.95 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 21.22 | 0.00 | 0.00 |
CI | Stocks | 47.67 M | — | CI CIBC | 0.89 | Total Market | MSCI EAFE | 7/27/2020 | 22.85 | 0.00 | 0.00 |
CI | Bonds | 45.06 M | — | CI CIBC | 0.00 | Investment Grade | | 5/14/2025 | 50.07 | 0.00 | 0.00 |
CI | Bonds | 43.76 M | — | CI CIBC | 0.76 | Wide credit | Bloomberg U.S. Aggregate Bond Index | 1/27/2020 | 16.59 | 0.00 | 0.00 |
CI | Bonds | 23.43 M | — | CI CIBC | 0.60 | Wide credit | FTSE Canada Universe Bond Index - CAD | 10/29/2020 | 17.69 | 0.00 | 0.00 |
CI | Bonds | 18.05 M | — | CI CIBC | 0.00 | Investment Grade | | 7/9/2024 | 20.61 | 0.00 | 0.00 |
CI | Stocks | 13.34 M | — | CI CIBC | 0.00 | High dividend yield | | 8/25/2025 | 22.27 | 2.15 | 18.39 |
CI | Bonds | 8.68 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 21.18 | 0.00 | 0.00 |
CI | Stocks | 7.06 M | — | CI CIBC | 0.00 | High dividend yield | | 8/25/2025 | 18.83 | 4.54 | 23.75 |
CI | Bonds | 6.29 M | — | CI CIBC | 0.46 | Wide credit | FTSE Canada Universe Bond Index - CAD | 10/29/2020 | 17.97 | 0.00 | 0.00 |
CI | Stocks | 6.12 M | — | CI CIBC | 0.00 | Financial titles | | 8/25/2025 | 23.79 | 1.74 | 13.96 |
CI | Stocks | 6.07 M | — | CI CIBC | 0.08 | Total Market | MSCI USA Index - CAD - Benchmark TR Net Hedged | 1/23/2023 | 24.47 | 0.00 | 0.00 |
CI | Bonds | 5.46 M | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 21.01 | 0.00 | 0.00 |
CI | Stocks | 4.22 M | — | CI CIBC | 0.34 | Total Market | CIBC Multifactor Canadian Equity Index | 1/16/2019 | 21.12 | 1.38 | 6.10 |
CI | Bonds | 3.6 M | — | CI CIBC | 0.51 | Wide credit | FTSE Canada Universe Bond Index - CAD | 7/19/2021 | 17.09 | 0.00 | 0.00 |
CI | Stocks | 3.42 M | — | CI CIBC | 0.00 | Total Market | | 8/25/2025 | 21.53 | 0.00 | 0.00 |
CI | Bonds | 2.84 M | — | CI CIBC | 0.00 | Investment Grade | | 5/14/2025 | 18.78 | 0.00 | 0.00 |
CI | Stocks | 2.69 M | — | CI CIBC | 0.34 | Total Market | MSCI EAFE 100% Hedged to CAD Index - CAD | 2/27/2023 | 21.85 | 0.00 | 0.00 |
CI | Stocks | 2.5 M | — | CI CIBC | 0.31 | Large Cap | CIBC Multifactor U.S. Equity Index | 1/16/2019 | 24.80 | 2.85 | 12.34 |
CI | Stocks | 2.47 M | — | CI CIBC | 0.77 | Total Market | | 7/19/2021 | 29.46 | 0.00 | 0.00 |
CI | Stocks | 2.45 M | — | CI CIBC | 0.31 | Large Cap | CIBC Multifactor U.S. Equity Hedged to CAD Index - CAD | 1/16/2019 | 24.41 | 0.00 | 0.00 |
CI | Stocks | 2.32 M | — | CI CIBC | 0.00 | High dividend yield | | 8/25/2025 | 18.61 | 0.00 | 0.00 |
CI | Stocks | 2.3 M | — | CI CIBC | 1.09 | Total Market | MSCI World Index | 7/19/2021 | 24.57 | 0.00 | 0.00 |
CI | Stocks | 1.79 M | — | CI CIBC | 0.41 | Topic | CIBC Atlas Clean Energy Select Index - CAD - Benchmark TR Gross | 11/16/2021 | 9.98 | 0.00 | 0.00 |
CI | Asset allocation | 1.41 M | — | CI CIBC | 0.93 | Goal Outcome | | 7/19/2021 | 23.77 | 0.00 | 0.00 |
CI | Asset allocation | 1.33 M | — | CI CIBC | 0.87 | Goal Outcome | | 6/18/2021 | 22.34 | 0.00 | 0.00 |
CI | Asset allocation | 1.22 M | — | CI CIBC | 0.81 | Goal Outcome | | 7/19/2021 | 20.45 | 0.00 | 0.00 |
CI | Asset allocation | — | — | CI CIBC | 0.00 | Target risk | | 11/6/2025 | 0.00 | 0.00 | 0.00 |
CI | Asset allocation | — | — | CI CIBC | 0.00 | Goal Outcome | 31.33% S&P 500 Index - 5% Russell 1000 Growth Index - 13.5% Russell RAFI US Large Company Index - 10.33% Russell 2000 Index - 4.5% Russell RAFI US Small Company Index - 13.83% MSCI EAFE Index - 21.5% 5 Other Benchmark - Benchmark TR Net | 11/6/2025 | 0.00 | 0.00 | 0.00 |
CI | Bonds | — | — | CI CIBC | 0.00 | Investment Grade | | 5/21/2025 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Total Market | | 2/20/2026 | 0.00 | 0.00 | 0.00 |
CI | Bonds | — | — | CI CIBC | 0.00 | Investment Grade | | 5/14/2025 | 0.00 | 0.00 | 0.00 |
CI | Bonds | — | — | CI CIBC | 0.00 | Investment Grade | | 7/16/2024 | 0.00 | 0.00 | 0.00 |
CI | Asset allocation | — | — | CI CIBC | 0.00 | Goal Outcome | 25% Morningstar US Target Market Exposure Index - 21.5% Morningstar CA Core Bond Index - 16.5% Morningstar CA Domestic Index - 15% Morningstar DM ex-North America TM Exposure Index - and Other Indices 13.5% - 5% - 3.5% - Benchmark TR Net | 11/6/2025 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Large Cap | | 2/20/2026 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Small Cap | | 2/20/2026 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Small Cap | | 3/13/2026 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Total Market | | 3/18/2026 | 0.00 | 0.00 | 0.00 |
CI | Stocks | — | — | CI CIBC | 0.00 | Total Market | | 3/13/2026 | 0.00 | 0.00 | 0.00 |