Pauline graduated from Northern Alberta Institute of Technology, where she earned her degree in Bachelor of Business Administration- Finance with Honors. In the industry, she has progressed from the roles of Personal Banking Associate, Investment Advisor Associate, Financial Advisor to now Investment Advisor at the CIBC Wood Gundy Edmonton Advisory Team.

She holds the CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM®) designations, and is currently working towards completing the Charted Life Underwriter (CLU®) designation program. 

She is passionate in understanding each client’s unique financial situation and creating customized solutions in helping clients achieve their financial goals. She is eager to provide long term value, adding tailored strategies for clients to gain clarity and confidence with their finances and investments.

As a Client Associate at CIBC Wood Gundy, Simran brings a client-first mindset to every interaction. She is responsible for managing a wide range of client account activities, including onboarding new clients, maintaining accurate account records, and ensuring all account changes are processed efficiently. She serves as a primary point of contact for clients, promptly assisting with account inquiries, transaction requests, documentation, and ongoing account maintenance.

Passionate about the professional growth, she regularly pursues opportunities to stay current with industry trends and best practices.