As a Trust and Estate Consultant, I believe that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire.

By fully assessing my client’s needs, I can identify appropriate CIBC Trust services that can assist them, their family, or their appointed representative.

Administering an estate, trust or acting as an attorney for property is time-consuming and requires a knowledge of many different areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

• With CIBC since 2018