Have a Question?


Enter your question in sentence form (e.g., How do I contact Simplii Financial?).
Do not include any confidential information, such as card or account numbers.

We matched your question to:

What mutual funds are available to Simplii Financial clients?

Rate this response

Simplii Financial personal banking clients can buy mutual funds through CIBC Securities Inc.4 CIBC Securities Inc. offers several features and benefits:

  • Index funds, a money market fund, unique index portfolio rebalancing service portfolios and premium classes for clients with larger investment assets
  • Canada's only index fund to track the Wilshire 5000, the broadest equity index in the U.S.
  • An index portfolio rebalancing service to monitor and automatically rebalance your portfolio and keep your investments on track
  • Competitive management expense ratios (MERs)
  • A special management fee rebate for Simplii Financial clients
  • The flexibility to invest on your own terms, for as little as $25 a month
† Simplii Financial personal banking services are provided by the direct banking division of CIBC. Banking services not available in Quebec.
Close Window
powered by [24]7
Copyright © Simplii Financial