Almost a decade in the financial industry has nurtured my passion for providing sophisticated financial counsel to a select group of wealthy families throughout the greater Vancouver area.
Working closely with you, we begin with an initial discovery to uncover your personal banking and financing needs. Then, I apply tailored solutions to simplify and streamline the administration of your family’s wealth.
As needed, I can bring in a full range of CIBC specialists to support your business, investment, estate planning, tax or philanthropy endeavors. My team and I will work with you continuously to ensure that your financial plans evolve through each stage of your life.
Outside of the office, I enjoy spending time playing beach volleyball, travelling abroad and trying my hand at cooking new dishes.
- Bachelor of Business Administration (BBA) with a concentration in finance and accounting