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.
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.
By taking the time to learn about and understand my clients, I can provide customized banking services to meet their unique needs.
- Trust and Estate Practitioner (TEP)
