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CIBC launches GoalPlanner

Source: CIBC

The COVID-19 pandemic has led to unprecedented changes for Canadians, including expectations for their financial future.

To help clients stay connected to their ambitions for the long-term, CIBC today announced the launch of CIBC GoalPlanner, an innovative new platform that takes the complexity out of financial planning, leverages insights and helps clients keep their goals in sight.

CIBC GoalPlanner, available now to Imperial Service clients, modernizes and simplifies the financial planning experience, enabling clients to digitally kick start their financial planning through CIBC Online Banking. Clients then work with their advisor to get the expert advice and insights needed to build their long-term plans, and can use CIBC GoalPlanner to track their progress anytime.

"The pandemic has affected the finances of many individuals and families, making it more important than ever before to have clear financial goals, and to stay connected to your progress toward achieving your ambitions," said Laura Dottori-Attanasio, Group Head, Personal and Business Banking, CIBC. "The path to reaching your goals is rarely a straight line. Coupled with great advice, CIBC GoalPlanner gives you the confidence that comes from having a comprehensive financial plan and the ability to track your progress digitally, whether your ambition is to own a home, help your kids pay for post-secondary education or save for retirement."

CIBC GoalPlanner also gives clients a full view of their finances and highlights opportunities, shortfalls and surpluses in areas such as cash flow, so that they have a clear understanding of opportunities to further their progress and know what it takes to achieve their goals.

"As life changes, so will your financial goals and the path to get there. CIBC GoalPlanner simplifies the planning process and adjusts your financial plans to meet your evolving needs," added Ms. Dottori-Attanasio.

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