As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.
We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in efficiently executing that role .
- In the financial services industry since 1999
- With CIBC since 2012
- B.Comm. from the University of Saskatchewan
- Personal Financial Planner (PFP®)
- Member, Trust Institute (MTI)