As a Private Banking Advisor, I believe my personable and dependable nature cultivates an environment where my clients feel appreciated and supported. As trust is the foundation of all enduring partnerships, I make it my responsibility to remain objective and advocate for my client's best interest. I’m knowledgeable and I leverage my diverse professional experience to bring a unique perspective to each interaction.
I’m genuinely caring and demonstrate this with responsiveness, transparency and attention to detail. Once I understand your vision, I'll use a holistic approach by partnering with our collaborative network of experienced specialists to develop a comprehensive wealth plan for you and your family. I also engage your external advisors to make sure everyone is aligned, so you can enjoy peace of mind and focus your life on what matters most.
Outside of work, I enjoy a balanced lifestyle that includes reading, playing sports, traveling and spending time at the cottage.
- In the financial services industry since 2005
- With CIBC since 2017
- Personal Financial Planner (PFP®)
- Bachelor of Commerce (B.Comm.) (Honours)