OPEN ARCHITECTURE. SPECIALIZED INVESTMENT EXPERTISE.  ONE SIMPLE SOLUTION.

NameDate 00, 2014

Contents

1. Investor Challenges

2. The Solution: Axiom Portfolios

3. Axiom Portfolios: The Five Principles of Wealth

Investor Challenges

Investors are looking for three key things for their investment portfolio:

Performance to grow their wealth

Lower volatility to protect their wealth

Flexibility in pricing and income solutions

Investor Challenges

The challenge is having the time, knowledge and expertise to:

Design a portfolio tailored to unique goals and risk profiles

Monitor the portfolio and make day to day investment decisions

Do all of this cost-effectively

The Solution

Axiom Portfolios provide investors with the features and benefits of sophisticated portfolio management, while simplifying the reporting, management and administration of their portfolio

Axiom Portfolios

An all-in-one portfolio solution that leverages the benefits of:

Open Architecture

Specialized Investment Expertise

Investment Management Research

Features:

8 Portfolio Options

3 Flexible Pricing Options

3 T-Class Options

Axiom Portfolios: The Five Principles of Wealth

Axiom Portfolios are built on the five principles of wealth, a set of beliefs that form the foundation of wealth accumulation and protection over the long term.

Principle Benefit Axiom

Wisdom Knowledge through experience

Global investment managers

Peace of Mind Comfort and reliability Investment Manager Research Team, Portfolio design

Confidence Ability to reach your goals and satisfy unique needs

Tailored investment solutions, pricing and T-class

Clarity Freedom from ambiguity and complexity

Straightforward portfolios, clear reporting

Significance Respect, advice and service

Personal service from a dedicated financial advisor

The Principle of Wisdom

Open Architecture = Choice

Specialist versus Generalist model

Diversification across asset classes, geographic regions and investment styles

Specialized investment expertise on each element of the portfolios

WISDOM

Specialized Investment Expertise

WISDOM

The Principle of Peace of Mind

Investment Management Research (IMR)

Creating value for Clients through the relentless pursuit of AlphaCreating value for Clients through the relentless pursuit of Alpha

PEACE OF MIND

Research NOT Search

PEACE OF MIND

Research NOT Search

PEACE OF MIND

Breadth + Flexibility = Risk Adjusted Return Potential

Greater exposure across the style spectrum gives more breadth to the portfolio allowing it to be rewarded across the market cycle.

Overcomes the challenges of different market environments through a carefully constructed portfolio of complementary managers.

The Principle of Confidence

The Principle of Confidence

Flexible pricing, income solutions and tailored portfolio options provide additional value and choice

CONFIDENCE

Three Flexible Pricing Options

Select and Elite Class provides additional value for larger investments

CONFIDENCE

Householding

Build and save through preferred pricing CONFIDENCE

Three Income Solutions: T-Class

A tax-efficient way to draw regular cash flow from your investments

CONFIDENCE

Eight Tailored Portfolio Solutions

Portfolio solutions cater to diverse investment profiles

CONFIDENCE

The Principle of Clarity

The Principle of Clarity

CLARITY

The Principle of Significance

The Value of Advice

SIGNIFICANCE

Did you know?

Most investors begin to work with an advisor when they have only modest savings (57% had less than $25K) (Pollara Research)

Advised clients maintain a long term strategy and avoid emotional investing habits

Axiom Portfolios: Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Axiom Portfolios simplified prospectus before investing. Select and Elite Class: There will be no automatic transfer into the Select Class (including Select-T4 Class, Select-T6 Class, or Select-T8 Class) or Elite Class (including Elite-T4 Class, Elite-T6 Class, or Elite-T8 Class) from other Axiom classes when the minimum investment of the Select classes or Elite classes has been reached. Conversions and switches into the Select classes or Elite classes will be subject to the minimum investment requirements governing each class. As a result, an investor must hold a minimum investment of $250,000 to convert or switch into the Select classes, and $500,000 to convert or switch into the Elite classes. Note: See the simplified prospectus for the tax treatment of conversions and switches. The information presented is accurate at the time this presentation was created, and is subject to change without notice. Management fees for Class A and Class F units are outlined in the Simplified Prospectus of the Portfolios. Management fees for the units of the Select classes and Elite classes will vary but will not exceed the difference between the capped MER for that Class and the Portfolio’s operating expenses. No management fees are payable by the Portfolio that would duplicate a fee payable by the Underlying Pool(s) for the same service. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. This material was prepared for investment professionals only and is not for public distribution. It is for informational purposes only and is not intended to convey investment, legal, or tax advice. The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management. Renaissance Investments and Axiom Portfolios are offered by CIBC Asset Management Inc. ®Axiom, Axiom Portfolios and ®Renaissance Investments are registered trademarks of CIBC Asset Management Inc.