As a Wealth Advisor at CIBC Wood Gundy my role is to help you preserve and grow your wealth. With 10 years in the financial advice industry, I offer a personalized wealth management model that utilizes the expertise of the CIBC Private Wealth offering to help clients achieve their purpose.
The first step in my process is to understand what is most important to my client’s household, business and/or foundation. I will engage my partners at CIBC to design individualized advice that focuses on tax, retirement, estate and business succession strategies. With this information I will allocate assets in appropriate account types and implement responsible investment solutions. I look forward to meeting new clients and demonstrating my integrity, commitment and dedication to each person I work with.
