As a Senior Manager Trust and Estate, I realize the importance of knowing that your family and your business are taken care of financially, according to your wishes.

For complex trust administration issues, we can draw on the expertise of our CIBC partners and can act as an objective third-party, to help you manage family and beneficiary relationships.

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 in executing that role.

• In the financial services industry since 2006
• With CIBC since 2012
• Member, Trust Institute (MTI)
• HBA from the Richard Ivey School of Business at the University of Western Ontario
• Serving clients in English