CIBC - Private Wealth Management
Address: 1177 6th Ave 42nd floor, New York, NY 10036 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 259-3800: : Place name: : Category: : : Website: : Website: https://private-wealth.us.cibc.com/newyork Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
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CIBC - Private Wealth Management Employees
CIBC Private Wealth Management June 2012 - Present
CIBC Private Wealth Management January 2008 - Present
CIBC Wealth Management January 2008 - July 2012
CIBC Wealth Management March 2001 - January 2008
Skills
Investments, Portfolio Management, Wealth Management, Relationship Management, Alternative Investments, Investment Strategies, Risk Management, Business Analysis, Sales, Fixed Income, Asset Allocation, Financial Advisory, Financial Services, Banking, Investment Advisory, Bonds, Equities, Change Management, Capital Markets, Asset Management, Strategic Financial..., Mutual Funds, Financial Analysis, Trading, Estate Planning, Strategic Planning, Investment Management, Business Strategy, Retirement Planning, Securities, Wealth Management..., Asset Managment, Hedge Funds, Financial Planning
Education
York University - Schulich School of Business 2011 — 2012
Masters Certificate - Financial Services Leadership, Organizational Leadership
McGill University 1984 — 1987
Bachelor of Arts, Major Economics, Minor Political Science
Selwyn House School 1977 — 1982
CIBC Private Wealth Management November 2004 - Present
CIBC Investor Services April 2000 - November 2004
Skills
Wealth Management, Retirement Planning, Financial Advice, Investment Advisory, Financial Planning, High Net Worth..., Financial Services, Investment Strategies, Mutual Funds, Strategic Financial..., Credit, Retail Banking, Risk Management, Financial Advisory
Education
Canadian Securities Institute 2009 — 2009
Financial Management Advisor
Institut Québécois de Planification Financiere 2006 — 2006
Financial Planner
CFA Institute 2001 — 2004
Concordia University 1996 — 1999
bcomm, Finance
CIBC Private Wealth Management December 2014 - Present
RBC Wealth Management August 2005 - December 2014
RBC Insurance January 2003 - August 2005
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Financial Analysis, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Risk Management, Financial Advisory, Asset Management, Finance, Securities
Education
HEC Montréal 2009 — 2012
MBA, Finance
HEC Montreal 2005 — 2006
Certificates, Financial Planning
IQPF
Pl. Fin., Financial Planning
CSI
CCVM, Investments and Securities
UQAM 1999 — 2002
BAA, Bachelor of Business Administration (B.B.A.)
Barometer Capital Management June 2009 - Present
Cumberland Private Wealth Management March 2005 - May 2009
CIBC Private Wealth Management May 2002 - March 2005
CIBC World Markets, Investment Banking February 1993 - May 2002
PriceWaterhouseCoopers (formerly Coopers & Lybrand) 1989 - 1993
Skills
Investments, Equities, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Private Equity, Investment Strategies, Venture Capital, Asset Management, Securities, Investment Banking, Asset Allocation, Wealth Management..., Equity Research, Wealth Management, High Net Worth..., Investment Advisory, Capital Markets
Education
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Accounting
York University 1986 — 1988
BA, Geography
McGill University 1983 — 1985
Bachelor of Arts (BA), Geography
CIBC World Markets June 2012 - Present
CIBC Private Wealth Management December 2007 - June 2012
CIBC Wealth Management September 2004 - January 2007
CIBC Financial Planning March 1999 - September 2004
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Banking, Mutual Funds, Wealth, Retirement Planning, Credit, Asset Managment, Risk Management, Alternative Investments, High Net Worth..., Fixed Income, Investment Advisory, Portfolio Management, Equities, Investment Management, Investment Strategies, Securities, Asset Allocation, Financial Advisory, Bonds, Asset Management, Financial Planners, Wealth Management..., Relationship Management, Retirement, Financial Services, ETFs, Options, Hedge Funds, Financial Markets, Bloomberg, Private Banking, Pensions, Capital Markets
Education
The Society of Trust and Estate Practitioners (STEP) 2014 — 2015
Foundations of estate and trust
CLT International (Wilmington Group /STEP) 2013 — 2014
STEP Advanced Certificate in Family Business Advising, Society of Trust & Estate Practitioners
Carleton University
Sprott School of Business
Ryerson University Finance Society March 2015 - Present
Digital Media Zone December 2014 - April 2015
Digital Media Zone September 2014 - December 2014
Ryerson University Research and Innovation - International Affairs May 2014 - August 2014
CIBC Private Wealth Management August 2013 - December 2013
RBC Dominion Securities January 2012 - May 2012
Skills
Leadership, Teamwork, Time Management, Customer Service, Management, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, Analysis, Sales, Research, Finance, Marketing Strategy, Marketing, Strategic Financial..., IFRS, Financial Planning, GAAP, Team Leadership
Education
Ryerson University 2011 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Great-West Life February 2013 - Present
CIBC Private Wealth Management 2006 - 2012
RBC 2003 - 2006
CIBC Wealth Management 1999 - 2003
Edward Jones 1995 - 1999
Skills
Registered Retirement..., Canadian Insurance..., Certified Financial..., Professional Financial..., Canadian Securities..., Conduct and Practices, Presentations, Mentoring, Strategic Financial..., Estate Planning, Investments, Objection Handling, Multi Tasking, Leadership, Banking, Fixed Income, Mutual Funds, Portfolio Management, Retirement
Education
McMaster University
Master of Business Administration (MBA), Marketing
University of Toronto
Bachelor of Applied Science (B.A.Sc.), Molecular Genetics
CIBC - Private Wealth Management July 2012 - Present
Sing for LIfe 2013 - 2014
Financial Services Group July 2011 - July 2012
Manulife Financial April 2002 - September 2010
PPI Financial 1989 - 2002
Skills
Disability Insurance, Retirement Planning, Insurance, Estate Planning, Critical Illness, Retirement, Fixed Annuities, Wealth Management, Term Life Insurance, Retirement Savings, Long-term Care, Financial Planners, Strategic Financial..., Investments, Life Insurance, Employee Benefits, Mutual Funds, Health Insurance, Pensions, Financial Advisory, Certified Financial..., High Net Worth..., Wealth, Financial Services, Financial Planning, Wealth Accumulation, Investment Strategies
Education
University of Prince Edward Island 1977 — 1981
BA, English
University of Prince Edward Island 1977 — 1981
Bachelor of Arts, English
CIBC June 2013 - Present
CIBC September 2012 - May 2013
CIBC Private Wealth Management June 2011 - September 2012
CIBC 2005 - 2011
CIBC 2001 - 2005
CIBC 1998 - 2001
IBM 1985 - 1997
Skills
Business Planning, Change Management, Sales Management, Wealth Management, Private Banking, Investment Strategies, Change Leadership, Sales Process, Wealth Management..., Retirement Planning, Relationship Management, Investment Management, High Net Worth..., Wealth, Retirement, Financial Planners, Retail Banking, Portfolio Management, Strategic Financial..., Leadership, CRM, Financial Services, Finance, Strategic Partnerships, Business Strategy, Financial Advisory, Investments, Mortgage Lending, Management, Start-ups, Mutual Funds, Financial Planning, Banking, Credit, Strategy
Education
Queen's University
B.A. Honours, Economics
University of Leuven
MBA, Finance & International Business
RBC Dominion Securities January 2014 - Present
CIBC Private Wealth Management December 2012 - January 2014
Kiddology May 2012 - March 2013
UBC Go Global January 2012 - March 2012
UBC Access & Diversity May 2011 - August 2011
Kumon September 2006 - June 2011
UBC Food Society May 2010 - May 2011
UBC Tax Assistance Clinic for Students March 2010 - April 2011
ILC Interactive Learning Corporation October 2007 - October 2008
Hung-Lien Technology July 2004 - August 2006
Skills
Leadership, Time Management, Finance, Customer Service
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance, Honors
Université Jean Moulin Lyon 3 2011 — 2011
Exchange Program
CIBC Private Wealth Management March 2014 - Present
CIBC Private Wealth Management March 2013 - March 2014
CIBC Wood Gundy May 2008 - March 2013
CIBC Wood Gundy November 2005 - May 2007
CIBC Wood Gundy January 2000 - November 2005
Merrill Lynch July 1998 - January 2000
Skills
Estate Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Financial Services, Investments, Strategic Financial..., Investment Strategies, Securities, Retirement Planning, Retirement, Asset Allocation
Education
Centennial College
Business Marketing
Financial Services Commision of Ontario
LOMA
CIBC Private Wealth Management May 2008 - Present
Education
University of Ottawa 2003 — 2007
Baccaulaureate, Social Sciences
CIBC Private Wealth Management November 2011 - Present
BMO Nesbitt Burns January 2010 - June 2011
BMO Harris Private Banking April 2001 - December 2009
Education
McMaster University
B.Comm
CIBC Private Wealth Management June 2014 - Present
CIBC Private Investment Counsel February 1994 - May 2014
TAL Private Management Ltd February 2000 - January 2005
TAL Private Management Ltd. February 1994 - February 2000
Confed Investment Counsel Ltd January 1988 - January 1994
Skills
Accounting, Cash Management, Leadership, Internal Audit, Portfolio Management, Banking, Strategic Financial..., Financial Services, Risk Management, Mutual Funds, Financial Analysis, Investments, Asset Management, Wealth Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Management
Education
Humber College 1981 — 1985
Mkting Honours Diploma & Bus. Admin Honours Diploma, Business Admin and Marketing
CIBC Wealth Advisory Services March 2014 - Present
CIBC Private Wealth Management November 2011 - February 2014
CIBC 2008 - November 2011
CIBC October 2006 - November 2008
Education
St. Thomas University (CA) 1990 — 1994
BA
CIBC Private Wealth Management January 2013 - Present
CIBC Wood Gundy December 2008 - January 2013
CIBC Wood Gundy January 2006 - November 2007
CIBC Wood Gundy May 2003 - December 2005
Merrill Lynch May 1999 - March 2002
Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services
Education
Canadian Securities Institute 2013 — 2013
Chartered International Wealth Professional
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional
Canadian Securities Institute 2006 — 2006
Life Insurance License
Canadian Securities Institute 2000 — 2002
Certified Financial Planner
Durham College 1991 — 1995
CIBC Private Wealth Management September 1998 - Present
Education
The City University of New York - The City College of New York 1984 — 1986
MEng., Electrical Engineering
University of Guyana 1977 — 1982
BEng, Electrical Engineering
Charlestown Govt Secondary School 1971 — 1976
CIBC Private Wealth Management March 2014 - Present
RBC Dominion Securities January 2014 - March 2014
Assante Wealth Management June 2012 - December 2013
CIBC Wealth Management April 2013 - August 2013
Front Street Capital August 2012 - January 2013
Macquarie Group January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management
Education
Sheridan College 2011 — 2013
Banking and Wealth Management Advanced Diploma
University of Guelph
M5V Realty Inc., Brokerage 2012 - January 2014
CIBC Private Wealth Management November 2008 - 2012
Education
George Brown College 2008 — 2011
Diploma, Business Administration and Management