As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their families with convenience, flexibility and peace of mind through my 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 develop services customized to their unique needs.
My clients greatly value this level of highly personalized attention and service.
- With CIBC since 2011
- Chartered Financial Analyst (CFA)
- Financial Planner (F. Pl.)
- Registered Retirement Consultant (RRC)
