If you're looking for a financial advisor, it’s important to get to know the individual you’re considering before you make the decision. When it comes to your wealth, a trusting client-advisor relationship is built over time. In this blog, I share a bit about me. If you want to learn more, please reach out as I’m always happy to connect.

I’m from Toronto, Ontario and I’ve been a financial advisor for over two decades. Together with my team and our CIBC partners, we help individuals, families and business owners with their wealth planning needs. This includes financial and retirement planning, investment management, private banking services, estate and trust services, insurance planning and business transition planning.

How did I get here? While I was studying at York University, I developed an avid interest in finance and wealth management and decided to pursue a career in that industry. When I graduated from York, I took a position at another one of the big 5 banks and with much hard work and determination, I became a Senior Wealth Advisor and Associate Portfolio Manager.

With a passion for the business and serving clients’ financial needs, I’ve remained in the same industry throughout my career. I established Dubin Wealth Advisory in 2004 and lead that team at CIBC Wood Gundy. The best and most enjoyable part of my work is meeting with clients and learning about their lives and aspirations, and how I can help them live their best life. I couldn’t do my work without the backing of my team and CIBC. Here, we can truly offer our clients the superior structure and support of a large financial institution along with independent, personal and client-focused service. My team and I are here if you need support with your wealth needs. Call us anytime if you have questions or would like a second opinion.