Pauletta brings over 35 years of experience in the financial services industry to her role at CIBC Wood Gundy.
She is fully licensed through the Investment Industry Regulatory Organization of Canada (IIROC), has obtained the Registered Retirement Consultant (RRC) designation and is licensed as a Life, Accident and Sickness Insurance Agent.
Her focus is to fully understand her clients' financial goals, as well as their life goals. By focusing on these goals, she helps clients make informed decisions about their financial future.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs.
This process begins with listening to the client's concerns and gaining a thorough understanding of their personal objectives. Each client will have access to personally-tailored solutions that go beyond investment advice, to encompass every area of their financial life – from investments to insurance, and estate planning to charitable giving.
Together, Pauletta and her clients will create a long-term wealth management strategy that helps manage risk over time, improves performance potential in a variety of market conditions, and keeps the portfolio aligned to their goals.
From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, Pauletta can help meet all aspects of your financial situation throughout your lifetime.
