One-on-one advice and service

One-on-one advice and service

Work with your own professional financial advisor for all your banking and financial planning.

Discover Our Approach: About CIBC Imperial ServiceGet started today: About CIBC Imperial Service

CIBC Imperial Service® is right for you if:

You have $100,000 or more in savings and investments and feel it's complicated to balance your financial needs for today with planning for the future. You'd like a professional to help you manage your finances and build your wealth.

What makes us different?

At CIBC Imperial Service you have one point of contact. From choosing the right home renovation loan, to managing your money in retirement, and everything in between, your professional financial advisor is there to help you every step of the way.

Learn more: About what makes CIBC Imperial Service different

Your Goals
Planning to retire well

You need a plan for retirement. Talk with your advisor to help figure out how much you need to save, how to make your money grow, and how to balance living for today with planning for your future.

Learn more: About how to plan to retire well

Retiring soon

You've worked hard and saved for the future, and now you feel ready to make retirement a reality. Talk with your advisor and learn how to help turn your retirement savings into a retirement paycheque.

Learn more: About how to maximize your retirement income

Planning for post-secondary education

Helping to pay for post-secondary education can give your child the advantage of graduating with minimal debt. Ask your advisor to show you how investing in your child's future fits in to your overall financial plan.

Learn more: About planning for post-secondary education

Banking and borrowing

No matter where you are in life, you have goals for your future and new challenges ahead. Working with your advisor, you can build a plan to help get the most from your money today while you save for the future.

Learn more: About banking and borrowing

Canadians with a financial plan feel more confident

Putting a plan in place has its rewards. Those with a financial plan feel their financial goals and retirement plans are more on track1. They report higher levels of financial and emotional well-being than those who do limited or no planning.

Learn more about reaching your financial goals

Infographic shows the percentage of Canadians who feel on track with their finances. 81% of Canadians who have
          a financial plan feel on track. 73% of Canadians with
          limited planning feel on track. 44% of Canadians with no
          plan feel on track.
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