As a Senior 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.
My clients benefit from the access I have to highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies to help my clients achieve their financial goals.
- With CIBC since 1981
