As a CIBC Senior Private Banking Advisor, I believe 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.
Working together, we will develop a financial plan that supports my client’s values and goals, and allows them to grow and preserve their wealth.
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 1992
- Certified Financial Planner (CFP®)
- Financial Management Advisor (FMA)
- Registered Retirement Consultant (RRC®)
- B.A. and B.Comm., from the University of Manitoba