Plan for the important things in your life

Do you want help to reach a specific goal, or do you need a comprehensive financial plan? Either way, your professional financial advisor can help you manage your money today, build a solid financial plan for the future, and readjust when your priorities change.

 

Your one point of contact

Your advisor is at the centre of your CIBC Imperial Service experience. Whether you want to save for a big purchase or a trip, send your kids to school, retire in comfort or simply reduce your monthly expenses, it all starts with a call to your advisor.

Infographic shows the interconnection between Imperial Service and the following client savings goal examples: buy cottage, retire next fall, reduce taxes, kids’ education, trip to Italy

CIBC Imperial Service Customer Card

CIBC Imperial Service black card service

You’ll enjoy premium benefits that help make it easier to manage your finances:

  • One point of contact with your own advisor
  • After-hours and weekend assistance from an experienced and dedicated client service group.
  • CIBC Imperial Service website with 24-hour access to your financial information, planning articles and tools
  • Exclusive banking and wealth products
  • Your advisor is backed by a team of CIBC financial specialists to help with your individual planning needs

Are you ready for the CIBC Imperial Service experience?

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 first, and will help you to stay on track.

5. Ongoing Help

You can call your advisor whenever you have a question or a life change, no matter how big or small.


Clients are asking:

How much does CIBC Imperial Service cost?

Financial reviews, financial advice and financial plans are complimentary. Fees and commissions may apply to certain recommended products and services.

What goals can you help me plan for?

Just about everything from managing your household finances and setting aside money for a big purchase, to planning for education and creating your retirement paycheque.

Discover how we can help

Is CIBC Imperial Service right for me?

Yes, if you have $100,000 or more in savings and investments and feel it's complicated to balance your financial needs today with planning for the future. You'd like a professional to help manage your finances and build your wealth.