Financial Advice

At CIBC, we recognize that your financial needs will change and evolve throughout your life. CIBC offers financial advice for all our clients, no matter what their needs may be, or how complex. Our in-branch CIBC advisors will conduct a CIBC Financial HealthCheck™ and work with you to determine where you are, where you want to be, and how to get there.

For more comprehensive advice, CIBC Imperial Service, CIBC Wood Gundy and CIBC Private Wealth Management each offer access to a network of financial professionals, with expertise and a range of services to suit your needs.

CIBC Imperial Service
From investment and retirement planning to credit and day-to-day banking, our experienced, qualified Imperial Service Financial Advisors1 provide personalized, objective advice to help you achieve your financial goals.
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CIBC Wood Gundy
Your CIBC Wood Gundy Investment Advisor is a highly qualified, informed investment professional with access to the complete range of wealth management products and services - including securities, managed asset programs, and financial planning solutions - who will work with you "one-to-one" to build a long-term investment strategy customized to your unique demands.
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CIBC Private Wealth Management
CIBC Private Wealth Management Advisors offer high net worth clients a full range of exclusive and customized solutions, including investment management, private banking, credit planning and cash management, wealth protection and business planning.
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1 In Quebec, these advisors are known as CIBC Imperial Service Financial Services Specialists.