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CIBC Journey Advice™

Start your journey to financial wellbeing

Build a game plan with your very own advisor to help you achieve your financial goals with confidence and peace of mind.

Personalized advice every step of the way

Talk to an advisor

Get to know your advisor over video call, phone or email.

Share your goals

We want to get to know you, your dreams and any challenges you may be facing.

Create your plan

Your advisor will help you build a plan that's real, doable and aligned to what's important to you.

Stay on track

Follow your progress online and adapt your plan to any life changes, big or small.

Transcript for video Learn more about CIBC Journey Advice. Opens in a new window.

Choose your path to financial wellbeing

Whether you're saving, investing or changing your path, we'll take the time to create the plan that's right for you.

Optimize your cash flow

Bring your goals to life. We'll share personalized tips to help you make good financial decisions.

Pay off debt

No one should feel behind. We'll help create a roadmap to get your finances back on track.

Own a home

We'll work to get you closer to that down payment and share advice as you navigate mortgages.

Invest in your dreams

Whether it's a vacation or higher education, we'll make sure you're progressing towards your goals.

Secure your future

We'll help you become a better investor and balance your current needs and future goals.

Adapt to life changes

Life is full of surprises, so let your goals change with it. Adjust your plan with timely insights.

Your Journey Advice questions answered

Is Journey Advice the right solution for me?

Is there a fee to sign up for Journey Advice?

So do I really need an advisor?

Advice and tools anywhere, anytime

Team up with an advisor

You’re invested in your future and so are we. Get to know your very own advisor today and we'll work together towards your goals.

Find an advisor

Real-world knowledge and tools

The idea of wealth and financial wellbeing is always evolving. That's why we've gathered the information you need to build your money know-how.

Tools and resources

At CIBC Imperial Service, investment advice and services are provided by CIBC Imperial Investor Service ("IIS") division of CIBC Investor Service Inc. ("ISI") or by CIBC Securities Inc. ("SI"), and in Quebec by SI. ISI is a subsidiary of CIBC, Member of the Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada. SI is a subsidiary of CIBC and member of the Mutual Fund Dealers Association of Canada.

In order to access such trading services, a customer must be resident in Canada at the time of the trade.

This communication does not constitute any offer or solicitation to residents of the United States or the United Kingdom, or any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult their advisors to determine if these products and services may lawfully be sold in their jurisdiction.

CIBC and its subsidiaries provide services in those jurisdictions in which CIBC or the particular subsidiary is licensed or permitted to conduct business. CIBC Private Banking subsidiaries outside of Canada and the United States are not licensed to provide trust, investment advisory, loan, or brokerage services in Canada or the United States.

CIBC Imperial Service is available only in select markets, depending on the availability of qualified professional advisors.

CIBC Personal Portfolio Services® is a discretionary investment management service provided by CIBC Trust Corporation and distributed by SI and ISI, subsidiaries of CIBC, to individuals with household investable assets greater than $100,000.

CIBC Imperial Service is available in selected markets and is most appropriate for households with investments and savings greater than $100,000.

^® Registered trademarks of CIBC.