Three core elements are at the center of everything we do for our clients:

1) We listen
2) We put their interests first
3) We offer a total wealth strategy

As an Investment Advisor, I understand and appreciate my clients' level of achievement: their unparalleled work ethic, discipline and vision - the same philosophy that I adhere to.

I will help you implement and maintain personalized wealth plans that recognize your evolving financial situations, through one-on-one meetings, regular reviews and ongoing personal advice.

Drawing upon the expertise of my colleagues within the CIBC family, these specialists provide in-depth knowledge in a number of areas that compliment my core services:

Accumulation
 

• Investment strategies
• Financial planning
• Private banking service
• Cash flow management
   

Transitions
 

• Education funding
• Charitable giving
• Business succession planning
• Passing on your wealth
   

Preservation
 

• Protecting your assets & income
• Retirement planning
• Insurance needs
• Tax management