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.
My Associate and I will manage our clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their other advisors.
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.
- In the financial services industry since 1983
- With CIBC since 2010