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Financial Health Check

Your CIBC FirstCaribbean Relationship Manager is dedicated to helping you achieve your goals and aspirations. To ensure that you are on track to achieve your hearts desires we are offering our Platinum Banking clients a Financial Health Check. Together we will identify where you are on your financial journey, what personal goals you have and how you plan to reach those goals.

Our Platinum Banking teams can:

  • Assess your current financial situation by understanding your saving and investment strategies, your asset allocation and your borrowing
  • Measure and track your financial well-being by calculating your net worth
  • Advise and help you make good decisions about what you need to do to reach your goals by deciphering your cash flow
  • Identify how much you will need to meet your retirement goals so you can plan to have the retirement you’ve always dreamed of

Book an appointment with our Platinum Banking Teams for your Financial Health Check. Let's get you started on the road to financial stability.