Helping you plan for the most important things in life

CIBC Imperial Service® brings you personalized advice and service. Using CIBC GoalPlanner, your advisor will create a tailored plan just for you that adjusts to meet your evolving needs.

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Personalized service and planning

At CIBC Imperial Service, we’ll work with you to build a personalized plan; your roadmap designed to help you achieve what’s important to you, covering all areas of your finances. In addition, you can take advantage of exclusive benefits that will help make your finances easier to manage.

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CIBC GoalPlanner^™

CIBC GoalPlanner, available now to Imperial Service clients, modernizes and simplifies the goal planning experience, enabling clients to digitally kick start their plan through CIBC Online Banking®. Clients work with their advisor to get the expert advice and insights needed to build their long-term plans, and can use CIBC GoalPlanner to track their progress anytime.

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Work with your advisor at a CIBC Banking Centre or exclusively by phone and email

Access a comprehensive range of expertise across CIBC when you need it

Unlock exclusive products and services tailored to your needs with the black Imperial Service client card

How we can help

Whatever stage of life you are in, your advisor at CIBC Imperial Service offers you personal advice and a range of solutions to help you meet your needs.

Exclusive investing with CIBC Imperial Service®

CIBC Personal Portfolio Services® provides you with a comfortable investing experience, giving you confidence, freedom and value as your progress towards your investment goals.

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Insights

Explore the latest insights and advice across CIBC to help you plan and manage your wealth and finances.

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Questions?

Personalized service and planning

CIBC GoalPlanner™

How we can help

Exclusive investing with CIBC Imperial Service®

Insights

CIBC GoalPlanner^™