Our advisors are here to help with strategies that balance your needs for today with tomorrow.
Whatever your ambition or starting point is, your advisor can work with you to build a personalized plan to help you achieve goals.
We’re here to provide you with a comprehensive range of expertise across CIBC whenever you need it. Work with your advisor at a CIBC Banking Centre or exclusively by phone and email.
Get tailored advice and access to easy-to-use tools
CIBC GoalPlanner™ is a planning tool your advisor will use to build your customized plan. It adjusts to meet your evolving needs, allowing you to track progress towards your goals.
CIBC Smart Planner™
CIBC Smart Planner is an intuitive tool that gives you timely information into your spending habits to help you track and understand your finances better and stay on top of your goals. Find it in the CIBC Mobile Banking® App.
CIBC Insights gives you tailored tips based on your debit and credit card activity to help you manage your day-to-day spending and grow your savings. Included in the CIBC Mobile Banking® App.