A virtual coach built into our mobile app

 

How to start using CIBC Smart Planner

STEP 1

STEP 2

STEP 3

STEP 4

Get familiar with CIBC Smart Planner’s features

Choose your goals

Choose from a list of goals or add custom goals. 

Manage your budget

Answer a few questions about your finances and get a customized budget.

Track your net worth

Review and manage your assets and liabilities.

Create healthier financial habits

Get tips based on your debit and credit card activity to help you manage your spending and grow your savings.

Let us help with your goals

Book a meeting with your financial advisor if you need additional support.

Get started with CIBC Smart Planner

Start your plan today

Get our mobile app

Frequently asked questions