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CIBC launches CIBC GoalPlanner to help build financial plans with ease

By Pavithra R

November 04, 2020

  • Canada
  • Cibc
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Laura Dottori-Attanasio, Group Head, Personal and Business Banking, CIBC

CIBC is a leading global financial institution providing a full suite of products and services has announced the launch of CIBC GoalPlanner, a new platform that removes the complexity out of financial planning, and leverages insights to helps clients keep their goals in sight.

The COVID-19 pandemic has led to unprecedented changes for Canadians, including expectations for their financial future. The new CIBC GoalPlanner modernizes and simplifies the financial planning experience, enabling clients to digitally kick start their financial planning through CIBC Online Banking. Clients can then work with their advisor to get the expert advice and insights needed to build their long-term plans and use CIBC GoalPlanner to track their progress.

“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. 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,” said Laura Dottori-Attanasio, Group Head, Personal and Business Banking, CIBC.

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 an understanding of opportunities to further their progress and know what it takes to achieve their goals. The service is currently available to Imperial Service clients.

“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.
Established since 1961, CIBC is a leading Canadian-based global financial institution with 10 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking and Wealth Management, and Capital Markets businesses

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