Why KWMG? – True Partnership
Our team culture allows us to focus on the most important aspects of our clients lives, being a true partner in their wealth management journey.
Transcript: My story — Sugithan Kumaresan
[Soft music plays]
[CIBC Private Wealth logo]
I immigrated here at the age of eight.
[Black and white photo of a young family posing on and beside a 1970’s car. Black and white photo of a young boy. Black and white photo of a young family at a dinner table.]
[Sugithan Kumaresan
Senior Private Wealth Advisor
CIBC Private Wealth]
You know, my parents were not wealthy, but they gave me the greatest gift, which was to bring me to Canada.
I’ve been very fortunate to have clients who are of immigrant background because we have a general affinity the minute we meet.
So my role as senior private wealth advisor is we deal with private clients.
[Hanging on a wall, a framed certificate from Financial Planners Standards Council with the name Sugithan Kumaresan. Sugithan and an employee in Sugithan’s office, talking as they look at a computer. Sugithan wearing a headset, looking at a computer. Computer software showing colourful charts.]
Investment planning to financial planning, retirement, estate and insurance.
At CIBC Private Wealth, I’ve been here for 22 years.
[Sugithan sits at a table in an office meeting room along with three other employees.]
I’m very fortunate to have three wonderful professionals who work with me.
I became an independent business owner within CIBC Private Wealth on July 16, 2012.
[A residential neighbourhood. Sugithan driving in a car. A two-storey detached house on a residential street. A photograph of a couple with a dog. A happy couple sitting on a living room couch. Sugithan and an employee in the same living room, talking and laughing with the couple from the previous shot.]
We are partners with our clients. I think that’s the basis of every relationship in our advisory business is the human side of things.
The culture of the firm creates an environment where you can flourish. The culture has allowed me to figure out who I am or what I want to be.
[Sugithan and three employees dressed in business clothing, gathered under a gazebo, posing for a photo.]
[CIBC Private Wealth logo]
[The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.]