As a CIBC Senior Private Banking Advisor, I believe 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 I develop services customized to their unique needs.
My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.
- In the financial services industry since 2006
