Income Portfolio

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An income portfolio consists primarily of dividend-paying stocks and coupon-yielding bonds. This is a minimal risk portfolio with a short- to midrange investment time horizon. Investors should keep in mind that dividends and interest returns can be taxable.

Asset allocation weights fluctuate to allow for risk minimization during times of uncertainty.

An allocation to cash allows for unforeseen liquidity needs.

Weightings

Equity: 30% - 35%

Fixed Income: 60% - 65%

Cash: 5%

Graph of an Income Portfolio with Equity (30-35%), Fixed Income (60-65%) and Cash (5%).

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

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