“Anne-Marie is going to elevate your relationship with your client. She has for me.”
Ross Ferrier | Branch Manager, Portfolio Manager | Commerce
Valley Financial Group | CIBC Wood Gundy | CIBC Private Wealth
“Anne-Marie is invested in the entire family relationship. That is why I like putting her in front of my clients. Because I
know she will take care of them as well as I do.”
E. Jeanette Power, EPC | Senior Wealth Advisor | The Power Investment Team | CIBC Wood Gundy | CIBC Private Wealth
“Here’s how I would summarize Anne-Marie’s brand in one word: ‘Success.’ She rolls up her sleeves and ensures that whatever needs to get done gets done, so the advisor’s clients succeed.”
David Duong, CPA, CMA, CFP, CIM, CLU, FSCI, B.Comm | Wealth Strategist | CIBC Wealth Planning Group | CIBC Private Wealth
“It is Anne-Marie’s personality that sets her apart. She is very sincere. She does not try to oversell anyone. She focuses on needs being met – nothing more, nothing less.”
Howard Shim | MBA, CFP, CIM®, FCSI | Senior Wealth Advisor, Senior Portfolio Manager | CIBC Wood Gundy | CIBC Private Wealth