JoséE Morin
- Language
- French
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. In my spare time, I enjoy spending time with my family, jogging, and reading.I’ve been in the Canadian financial services industry since 2000.
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
Want to boost your wealth? An advisor can help
Whether you’re saving for retirement, a new home or your dream vacation, it pays to have a dedicated expert in your corner.Read article (4 minutes)Still writing cheques? Check out other payment options
Not sure which payment method to choose? Learn more about all the options available to CIBC Business Banking clients.Read article (5 minutes)
