As a Senior Private Banking Advisor, I believe 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 the future.
My Associate and I offer highly personalized, proactive attention, along with timely, professional and reactive services.
- In the financial service industry since 1987
- With CIBC Private Banking since 1991