Personalized financial planning for all your needs

As you move through different life stages, your financial needs change. At CIBC Imperial Service, we’re committed to helping you focus on what’s important so you can live your life to the fullest. Your CIBC Imperial Service Advisor will work with you to determine your financial options to help you balance your needs for today and where you want to be in the future.

Planning and Advice

Whether saving for your child’s education, renovating your home or planning your retirement, you only need to contact one person for your investment, credit, protection planning and tax considerations.

A Personalized Approach

Using a step-by-step approach, your CIBC Imperial Service Advisor will work with you to build a personalized financial plan designed to help you achieve what’s important to you.

Financial Solutions

Your Financial Advisor can provide you with a wealth of financial products and services tailored to your individual needs, from banking, borrowing, investments, managed portfolios including 3rd party investments.

On your terms

You can deal directly with your CIBC Financial Advisor in person or take advantage of convenient access to information and service over the phone and online.

Preparing to meet your CIBC Imperial Service Advisor

With the help of a CIBC Advisor, you can take the guesswork out of retirement by creating a realistic and detailed plan. Understanding key issues will help prepare you for a retirement with fewer financial surprises. For example, how would you like to retire? What are your projected expenses and income sources? Do you know what your assets and debts are? This retirement-planning worksheet can help you prepare for your advisory meeting and start you on the path toward the retirement you want.

Tools and Resources

Tips for managing your investments

See our six continuing activities that can keep you on top of your financial situation and investment strategy, no matter how far along you are on the path to your goals.

Balancing your children’s and your parents’ financial needs?

Sandra and Michael are proud of the lifestyle they've achieved. They have three teenaged sons and are caring for Sandra’s mother. See how their CIBC advisor helps them balance their priorities.

Preparing for retirement

Retirement marks the transition to a new and very wonderful stage of life. Download our guide on how to prepare for retirement and make the most of government resources.