BBM, CA, CFP, FMAmore
Toll Free: +1 (800) 668-3800
Fax: (905) 762-2301
As an Investment Advisor with CIBC Wood Gundy, with more than 20 years of experience in the financial services industry, I provide comprehensive wealth management and wealth protection for affluent individuals using a clearly defined process. I help to create, manage and protect the futures of people like you - business owners, professionals, executives and retirees.
As your professional Investment Advisor, I am committed to helping you achieve all of your financial goals by utilizing a variety of unique and innovative solutions individually tailored to your situation. You are unique and so are your needs, and that is why I offer customized investment plans to suit your specific investment objectives and risk profile.
At each stage of your life, various products and services are available to assist in the organization of your financial affairs. By leveraging the expertise of my partners across the CIBC group of companies, I offer a full range of investment and insurance solutions, and it is my role to filter these options and determine which are most appropriate for you and design an effective wealth management strategy.
It is rewarding to see the impact that I have made to my clients' well-being throughout my career. My success in developing long-lasting relationships is based on shared values, a thorough understanding of my clients' goals and objectives, and a desire to earn their trust and confidence.