As a CIBC Private Banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
- With CIBC since 2016
- Fluent in Mandarin and Cantonese
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Personal Financial Planner (PFP®)
