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Advice
Group Banking
Personalized planning and advice
As a Group Banking member, you can access a CIBC advisor to help assess your financial situation and provide advice.
Discover our comprehensive planning and banking services
Advice
Work with your advisor at a CIBC Banking Centre or exclusively by phone and email.
A better way to bank
Access a comprehensive range of expertise across CIBC when you need it.
Specialized solutions
Get started on your financial planning today with tools and calculators to help make the right decision for you.
CIBC Financial HealthCheck™
You can go beyond your day-to-day banking and book a CIBC Financial HealthCheck at one of our CIBC Banking Centres Opens in a new window.
- Identify and focus on your key financial goals
- Assess your current financial situation, including:
- Day-to-day cash management
- Saving and investing
- Borrowing
- Develop relevant solutions to help you work towards your goals
- Receive a Recommendation Report based on your financial situation
- Discuss next steps to help you create the financial future you want