A customized plan for your future
Dedicated advisors
Connect directly with an advisor who will work with you and your family to create a tailored plan by using market leading tools like CIBC GoalPlanner™.
Advice and investment solutions
Get support to help you achieve your ambitions with personalized investment solutions and advice every step of the way.
Exclusive perks, just for you
Enjoy front-of-the-line customer service by phone, after hours and on the weekends.
Premier access to modern tools
Access financial education resources and the latest market insights, all with the guidance of your advisor and a team of financial specialists.
Premium benefits you'll love
Priority servicing
Get front-of-the-line customer service by phone, after hours and on weekends.
Credit card fee rebates
With your CIBC Smart Account, you’ll have opportunities for annual fee rebates on an active1 eligible2 credit card.
Digital tools
Access your finances, financial planning tools, market information and more with Imperial Service Online Banking.
The CIBC Imperial Service experience
Step 1: Meet
The first step is getting to know you. What are your ambitions for the future? What challenges are you facing? What's important to you and your loved ones?
Step 2: Review
By taking a closer look at your finances, and getting to know your full financial picture, your advisor can help identify opportunities to achieve your financial goals.
Step 3: Recommend
With a clear understanding of your situation, your advisor will recommend strategies for everyday banking, investing, borrowing, wealth protection, and discuss tax considerations.
Step 4: Plan
Your advisor will work with you to create and manage a plan that puts your needs and priorities first.
Step 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.
Your future, your way
Your dedicated Imperial Service Advisor is here for you, and will personalize your plan to support your ambitions, including managing your finance and borrowing needs, education planning, retirement, and building your wealth. They can meet you where you're at, either in person at a CIBC Banking Centre, or remotely by phone and email.