Transcript: Elevating Advice with the CIBC GoalPlanner

[Music playing]

[CIBC logo. Elevating advice with the CIBC GoalPlanner]

[Carissa Lucreziano. Vice President, Financial and Investment Advice.]

Carissa Lucreziano: CIBC is modernizing the planning experience with the launch of the new CIBC GoalPlanner, an innovative and interactive platform. 

[A woman talking on the phone.]

Working with our best in class advisors, the CIBC GoalPlanner enables clients to visually see their most important goals and track their progress towards them. 

[A couple playing with their child while unpacking boxes.]

[A parent holding a baby which is accompanied by a dynamic graph in the corner for the CIBC Education Plan with a moving line that represents investments.]

Paired with expert advice from a CIBC advisor, we can create a personalized plan that addresses all of your needs. You can even access your personalized plan online from the comfort of your own home.

[A couple on their couch looking at a laptop screen. A pop-up graph for the CIBC First Home Plan appears, showing a flat line over the goal timeline.]

[A view of the couple’s laptop screen where an advisor is explaining the CIBC First Home Plan on a video call.]

As part of the planning process, you'll be engaged in thoughtful discussions with your advisor to uncover your goals and priorities, from buying your first car, to preparing to purchase your dream home, to funding your children's education. 

[A pop-up dynamic graph appears for the home plan where the line for the goal timeline is trending upwards this time.] 

[Aerial view of a residential neighbourhood showing pop-up graphs over each property with the titles: “Bigger Home Plan,” “See the World Plan,” “Retire Early Plan,” “Second Career Plan,” “Reno Plan,” “Buy a Farm Plan,” “Start Up Plan,” etc.]

[CIBC Logo. The CIBC Goal Planner showing a timeline graph on tablet screen. Plan your next step today. cibc.com/goalplanner]

Once you set your goals, you'll benefit from a visual holistic plan that turns insights into actual solutions for all stages of your life, from finishing school to beginning and growing your career, to preparing for retirement.

[A woman testing a robotic arm in a lab.]

[A woman walking through a greenhouse.]

[People kayaking on a lake. CIBC logo. A dynamic graph titled “Retire by the Lake Plan” showing the goals timeline.]

Using the CIBC GoalPlanner, you'll have the opportunity to digitally kickstart your plans for the future.

[An example of a user’s GoalPlanner dashboard. Your savings goals are unique, choose the ones that are important to you. Various icons and links for different goals.]

[CIBC logo. An example GoalPlanner dashboard showing a graph with detailed dollar amounts, timeline and where the money is coming from.]

Your advisor can help you simplify your complex and ever-changing finances so you have a clear understanding of your future and what it's going to take to achieve your goals.

[An example of a client’s GoalPlanner dashboard, including personal information and graph data.]

CIBC is elevating advice with the new CIBC GoalPlanner by providing exceptional and enriched advice experience as we help clients live for today and plan for tomorrow.

So get started today. Contact your CIBC advisor.

[CIBC logo.]

[All opinions and estimates expressed in this video are as of the date of publication unless otherwise indicated, and are subject to change. 

^®The CIBC logo is a registered trademark of Canadian Imperial Bank of Commerce (CIBC), used under license. The material and/or its contents may not be reproduced without the express written consent of CIBC.]