As a Senior Private Banking Advisor, I believe it is important to understand my clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them.

I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.

My clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.

• In the financial services industry since 2008