As a CIBC Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and the financial solutions I offer.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and I develop services customized to their unique needs.
I can quickly understand my clients’ needs and assemble a team that will structure a solution to best meet their short, medium and long-term goals.
- With CIBC since 2011
