As a CIBC Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.

• In the financial services industry since 2000
• With CIBC since 2006
• Certified Financial Planner (CFP^®)
• Registered Retirement Consultant (RRC^®)
• B.Comm. from Royal Roads University