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Here’s how CIBC GoalPlanner works
CIBC GoalPlanner™ turns insights into personalized plans, setting your ambitions in motion.
Video: Elevating advice with the CIBC GoalPlanner (1:40)
Get your ambitions moving with CIBC GoalPlanner.
Transcript for the video elevating advice with the CIBC Goal Planner. Opens in a new window.
Access CIBC GoalPlanner and set your goals
- If you are an existing client, you can access CIBC GoalPlanner by signing on to online banking Opens in a new window.
- Select CIBC GoalPlanner on the left rail under Interac e-Transfer®
- Answer a few questions to help us understand your priorities
Meet with your advisor Opens in a new window.
Meet with a CIBC Imperial Service advisor to discuss your goals and priorities. No matter what stage of life you’re in, your advisor will work with you to turn insights into actionable solutions.
Track your progress
CIBC GoalPlanner is a dynamic advice tool that helps you track progress towards your financial goals. Use the Explore possibilities feature to test out possible plan changes and visualize their potential impact on your projections before you make them official with your advisor.