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Here’s how CIBC GoalPlanner works
CIBC GoalPlanner™ turns insights into personalized plans, setting your ambitions in motion.
Elevating Advice with the CIBC GoalPlanner
CIBC is modernizing the planning experience with the launch of an innovative and interactive planning platform.
Set your goals
Sign on to online banking and start the planning process from the comfort of your own home. Pick the goals that you want to achieve, then answer a few questions to help us understand your priorities. Here are some of the goals you can choose from:
Meet with your advisor
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
You can track your progress anytime. CIBC GoalPlanner helps you live for today and plan for tomorrow.