As a CIBC Senior Private Banking Advisor, I work closely with you and your advisors to understand what’s important to you, allowing us to work together and build a plan that will help you achieve your financial goals.
I will provide you with a clear, prudent financial blueprint that will help you plan your finances both now and into your future, while aligning to your personal values and goals.
I will work closely with you to create a holistic financial plan to build, preserve and transition your wealth according to your priorities.
- With CIBC since 2002
- Fellow of the Canadian Securities Institute (FCSI)
- Financial Management Advisor (FMA)
- Personal Financial Planner (PFP)
- B.Sc., Double Major, from the University of Toronto
- Serving clients in English