As a CIBC Senior Manager and Senior Private Banking Advisor, I believe that a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.
My Associate and I will manage our clients’ day-to-day banking, cash and credit management, as well as investing needs, while working closely with their other advisors.
By taking the time to learn about and understand my clients, I can provide customized banking services to meet their unique needs.
- With CIBC since 1999
- Certified Financial Planner (CFP)
- B. Comm. from the University of Ottawa
- Serving clients in English