As an Investment Counsellor and Portfolio Manager with CIBC Private Investment Counsel, I use my extensive knowledge base, strong integrity, and years of experience in helping individuals work towards pursuing their financial goals.
Recognizing that each client has individual needs, I dedicate myself to understanding and appreciating each client's situation before making recommendations. I believe in educating clients and working diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
I hold a Bachelor of Arts with a specialization in Economics from Concordia University, as well as a Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
- With CIBC since 2005
- Fluent in English and French
- Chartered Investment Manager (CIM®)
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