To get access to the CIBC financial planner a customer of the bank should:
- log in to online banking
- switch to the left rail
- click CIBC the GoalPlanner under Interac e-Transfer
- follow the prompts
Using the service, you can get up-to-date expert advice and analytics necessary for building long-term investment plans.
If you have additional questions, please call 1-888-839-7298.
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