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CIBC: Launches new platform to help clients build their financial plans with ease

November 4, 2020

CIBC a leading Canadian-based global financial institution with 10 million personal banking, business, public sector, and institutional clients
The COVID-19 pandemic has led to unprecedented changes for Canadians, including expectations for their financial future
CIBC announced the launch of CIBC GoalPlanner, an innovative new platform that takes the complexity out of financial planning
CIBC GoalPlanner, available now to Imperial Service clients, modernizes and also simplifies the financial planning experience
Also gives clients a full view of their finances and highlights opportunities, shortfalls, and surpluses in areas such as cash flow
CIBC GoalPlanner gives you the confidence that comes from having a comprehensive financial plan