As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their families with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.
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.
- With CIBC since 1980
- Certified Financial Planner® (CFP®)
- Registered Retirement Consultant® (RRC®)
- Financial Management Advisor (FMA)
Location
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