Accessibility Quick Links
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