As a Senior Private Banking Advisor, I believe that it is important to understand my clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them.

Once I understand my clients’ goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and for the future.

My clients greatly value this level of highly personalized attention and service.

• In the financial services industry since 1988
• With CIBC since 2002
• Certified Financial Planner (CFP)
• Fellow of the Canadian Securities Institute (FCSI)
• Registered Retirement Consultant (RRC)
• Serving clients in English, Mandarin, Cantonese and Taiwanese