Advice

Financial advice for every stage of your journey

Explore articles, videos and tools selected especially for CIBC Group Banking clients, including practical guidance on budgeting, home buying, growing your wealth and planning for retirement.

Advice tailored to your needs

Wherever you are in your financial journey, we can help you find practical resources to help make your financial decisions feel more manageable.

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Whether you're building a foundation, gaining momentum or looking to accelerate your ambitions, you'll find advice that fits your goals.

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$1 to $100,000 in investable assets

Get help choosing the right accounts and taking the next step with your savings or investments

Access support for everyday banking questions, account setup and product inquiries

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Build your momentum

$100,000 to $250,000 in investable assets

Work with a Personal Banking advisor on goal setting and make a plan that fits your priorities

Get support on managing debt, building savings and choosing smart investments

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Accelerate your ambitions

$250,000 or more in investable assets

Connect with a dedicated Imperial Service advisor for more tailored financial planning and bespoke investment guidance

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Stay on top of your goals with CIBC Smart Planner

Get more control over your money with advice tailored to your spending patterns. Set goals through the CIBC Mobile Banking App or with in-person coaching at a CIBC Banking Centre and track your progress anytime in the app.

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