As a CIBC Senior Private Banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
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 client’s needs and assemble a team that will structure a solution to best meet their short-, medium- and long-term goals.
- In the financial services industry since 2005
- With CIBC since 2013
- MBA from the University of Toronto, Rotman School Of Management