As you move through the different stages of your life, you need financial advice that evolves with you. I’ll be the single point of contact for you and your family to discuss your planning and banking needs.
Here are some things we can work on together
- Everything Banking
- Retirement Planning
- CIBC GoalPlanner™
- Credit Planning
How I can help you
Whether you want to manage your debt and build your wealth or plan your retirement and estate, I can empower you to make smart financial decisions for today and your future.
We’ll meet when it's convenient for you, whether it’s in person, by phone or e-mail. We’ll chat about your goals so I can get to know you and identify opportunities, then put together a personalized plan that'll help set you up for financial success. The plan can cover anything, from how to pay for your kids’ education to tax-saving tips and credit and lending help: let's talk about your unique needs.
Are your priorities changing? Are you moving into a new stage of life? Or do you just want to check in? We can revisit your plan whenever you like to make sure it’s working for you, and evolve it as needed to optimize your finances moving forward.
I look forward to meeting with you and helping you to reach those dreams.
More smart advice
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