As a CIBC Senior Private Banking Advisor, I believe that a key part of my role is to provide my clients and their families with convenience, flexibility, and peace of mind through the services and 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 develop services customized to their unique needs.
My clients greatly value this level of highly personalized attention and service.
- Certified Financial Planner (CFP)
- Personal Financial Planner (PFP)
- Registered Retirement Consultant (RRC)
- With CIBC since 2004