As a CIBC Private Banking Advisor, I believe that a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide 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.

I can quickly understand my clients’ needs and assemble a team that will structure a solution to best meet their short-, medium- and long-term goals.

• Serving clients in English, Cantonese and Mandarin