Gary L.
Region Head Private Wealth Private Banking @CIBC
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WORK HISTORY
Region Head Private Wealth Private Banking @CIBC
Lead the Private Banking sales and support teams in the successful delivery of Private Banking services to our clients in the CIBC Private Wealth Management Group.
EDUCATION
Institute of Canadian Bankers
Certificate, Small & Medium Enterprises Studies Program
Institute of Canadian Bankers
Certificate - Fellow of the Institute of Canadian Bankers (FICB), Professional Banking Program
Financial Planners Standards Council
Certificate - CFP, Certified Financial Planner
Dalhousie University
MBA, Finance
British Columbia Institute of Technology
Certificate, Financial Management & Financial Planning
ABOUT GARY L.
Extensive experience in building and managing teams in the successful execution of their marketing and sales strategies. Deep background in Retail, Commercial and Private Banking and creating holistic Wealth Management Strategies, including designing complex custom credit solutions. Privileged to work in partnership with Wealth Management Professionals from Financial Planning, Investment Management, Trust & Estate, Insurance and Business Succession Planning.
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