Invest in your future

Whatever stage of life you’re in, investing is a key part of building your wealth and planning for your future. No matter what your goals are, we’ll work with you to help you achieve what’s important to you. These are just a few of the strategies we can help you with:

Taking stock of your total net worth

Considering what to do with your extra income

Balancing saving for your future with today’s priorities

When and why to update your portfolio

Strategies that may help to save taxes

Exclusive investing with CIBC Imperial Service®

CIBC Personal Portfolio Services® provides you with a comfortable investing experience, giving you confidence, freedom and value as your progress towards your investment goals.

Know more. Grow more.

No one knows your financial goals better than you. Take a look at these insights and advice to help you make the right choices for your future.

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Investment best practices

Even the best laid financial plan can hit some bumps in the road. But an advisor can help you set yourself up for investment success.

Read more about investment best practices.

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Strategies for tax-smart investing

One factor that's often overlooked when building a portfolio is the amount of tax you’ll have to pay.

Read more about strategies to help you lower taxes.

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Reach your goals sooner

Making investing a consistent priority is one of the most reliable ways to grow your wealth.

Read more about reaching your goals sooner.

Grow your knowledge

We’ve got the resources to help you get started.

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Investment calculators

Use our calculators

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Avoid these Gen X retirement traps

If you’ve ever owned an 8-track tape, it’s time to start thinking about your retirement plan.

Learn more about how Gen Xers can make saving for retirement possible.

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How is investment income taxed?

Find out how your investments are taxed and how to make the most of them.

Learn more about the type of investment income you earn and how it affects the after-tax amount that you get to keep.