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.
My Associate and I work closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions, but also to provide recommendations on how to best position their financial resources for the future.
By taking the time to learn about and understand my clients, I can provide customized banking services to meet their unique needs.
