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.
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.
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.
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.
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
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.
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.
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.
At CIBC Imperial Service®, Investment advice and services are provided by CIBC Imperial Investor Service ("IIS") division of CIBC Investor Service Inc. ("ISI") or by CIBC Securities Inc.("SI"), and in Quebec by SI.
In order to access such trading services, a customer must be physically resident in Canada at the time of the trade.
This communication does not constitute any offer or solicitation to residents of the United States or the United Kingdom, or any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult their advisors to determine if these products and services may lawfully be sold in their jurisdiction.
Imperial Investor Service is a division of CIBC Investor Services Inc., a subsidiary of CIBC, and Member of CIPF.
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CIBC and its subsidiaries provide services in those jurisdictions in which CIBC or the particular subsidiary is licensed or permitted to conduct business. CIBC Private Banking subsidiaries outside of Canada and the United States are not licensed to provide trust, investment advisory, loan, or brokerage services in Canada or the United States.
CIBC Mutual Funds and CIBC Portfolio Programs are offered by CIBC Securities Inc., a subsidiary of CIBC. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. CIBC Mutual Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer nor are they guaranteed by CIBC. Mutual Fund values change frequently and past performance may not be repeated.
CIBC Personal Portfolio Services® is offered by CIBC Trust Corporation (a subsidiary of CIBC) to individuals with household investable assets greater than $100,000.
** CIBC Imperial Service® is available in selected markets and is most appropriate for households with investments greater than $100,000.
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