What is Imperial Service? | CIBC Imperial Service

More than just investing

However simple or complex your financial planning needs may be, your Imperial Service Advisor can help you with many areas, including:

Building your wealth

Planning for your kids’ post-secondary education

Transitioning and living in retirement

Managing finances and borrowing needs

Your future, your way

Your advisor can work with you in different ways. We’re happy to connect with you according to your preference.

A CIBC advisor going over documents with 2 clients

In person

Schedule a meeting with your advisor at a CIBC Banking Centre.

A woman on her laptop while talking on the phone in her office

REMOTE

Contact your advisor by phone or email, from home, the office or when you're on the go.

More premium benefits you’ll enjoy

Exclusive banking and investment products
Enjoy access to CIBC Personal Portfolio Services and more.
Help when you need it
After-hour and weekend assistance service, courtesy of dedicated CIBC specialists.
Latest insights and advice
Imperial Exchange is an online resource centre with useful information on financial planning.
24-hour access to your finances
Access your finances, financial planning tools, market information and more on Imperial Service Online Banking.

The CIBC Imperial Service experience

Your financial future is personal to you and we take that seriously. We’ll customize each plan and advice to suit your needs.

1. Meet

The first step is getting to know you. What are your hopes for the future? What challenges are you facing? What’s important to you and your loved ones?

2. Review

By taking a closer look at your finances, and getting to know your full financial picture, your advisor can help identify opportunities.

3. Recommend

With a clear understanding of your situation, your advisor will recommend strategies for daily banking, investing, borrowing and insurance, and discuss tax considerations.

4. Plan

Your advisor will work with you to create and manage a plan that puts your needs and priorities first.

5. Ongoing help

Your advisor will help you stay on track and work with you through changes in your life, no matter how big or small.

A CIBC advisor greeting a couple in his office

Ready to connect?

Let’s talk about your goals and priorities. Request a call from an advisor today.

Meet with us

Discover financial wellbeing for young professionals

If you’re just starting out and trying to map out your financial future, we’ve got you covered. Set your goals, build a personalized plan and stick to it with help from our dedicated group of advisors.

Learn more about CIBC Journey Advice™

Get your personal roadmap to financial success

More than just investing

Your future, your way

More premium benefits you’ll enjoy

The CIBC Imperial Service experience

Ready to connect?

Discover financial wellbeing for young professionals