As a Senior Private Banking Advisor, it's important I understand your values, dreams and goals and to provide you with the financial stewardship to help realize them.
Working together, we will develop a financial plan that supports my clients’ values and goals, and allows them to grow and preserve their wealth.
By taking the time to learn about and understand my clients, I can provide customized banking services to meet their unique needs.
- With CIBC since 2017
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Financial Management Advisor (FMA)
- Fellow of the Canadian Securities Institute (FCSI®)