Dhaval Patel
Senior Financial Advisor @CIBC
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WORK HISTORY
Senior Financial Advisor @CIBC
EDUCATION
Gujarat Technological University (GTU)
MBA, Business Administration and Management, General
Fanshawe College
Post Secondary education, International Business
Gujarat University
Bachelor of Commerce - BCom, Accounting
Fanshawe College
Post Secondary Degree, Logistics, Materials, and Supply Chain Management
ABOUT DHAVAL PATEL
With over decade of experience in financial services, I currently serve as a Senior Financial Advisor at CIBC. I bring expertise in personal financial planning, customer experience, and strategy, with a focus on empowering clients to achieve their financial goals. My professional certifications, including the CSC®, CIFC, CPH® and WME®, reflect a strong commitment to providing tailored financial solutions and ensuring compliance with industry standards. At CIBC, I work to deliver exceptional customer experiences by fostering trust and aligning strategies with client needs. My goal is to contribute to organizational growth while supporting clients in navigating their financial journeys effectively. I am dedicated to collaboration and results, ensuring that each client receives the guidance necessary to meet their objectives.
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