As a Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and financial solutions I offer.
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 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 2015
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
Location
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