Alghabi

Branch Manager, Cibc Private Wealth, Wood Gundy @CIBC

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2018 — Present

Branch Manager, Cibc Private Wealth, Wood Gundy @CIBC

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CA

I lead the CIBC Wood Gundy branches located at Vancouver Park Place, Kerrisdale, Richmond and West Vancouver.The team of Wood Gundy Advisors at these branches are committed to building long-term relationships with their clients based on trust and integrity. Our exclusive discretionary and premium portfolio management services allow for personalized advice and tailored investment strategies to meet our client\'s financial objectives. Central to the integrated CIBC Private Wealth Management approach, my team of advisors differentiate themselves by accessing and delivering a deeper integrated wealth management solution to high net worth individuals and their families.

EDUCATION

2017 — 2018

York University

Masters Certificate in Financial Services Leadership

1995

Simon Fraser University

Bachelor of Business Administration - BBA, Finance & Marketing

2002

Simon Fraser University

Executive MBA

SKILLS

CoachingFixed IncomeInvestment StrategiesFinanceSales PresentationsNegotiationSalesLoansBusiness DevelopmentWealth ManagementRetail ManagementCreative Problem SolvingInvestmentsStrategic AnalysisSales ManagementRelationship DevelopmentStrategic Financial PlanningRelationship ManagementInterviewsEquitiesMedia InterviewsLeadershipBrokerageRetirement PlanningManagerialBusiness BrokerageBusiness StrategyInvestment AdvisoryTeam LeadershipSecuritiesManagementFinancial PlanningMortgage LendingBankingMutual FundsChange ManagementFinancial ServicesCreditAnalysisNew Business Development

ABOUT ALGHABI

With over 25 years of success in the financial service sector, I am a seasoned wealth management leader who is passionate about making an impact, building for the future, and growing the business. As the Branch Manager of CIBC Private Wealth, Wood Gundy, I lead a team of high caliber advisors who deliver personalized and integrated wealth management solutions to high net worth clients across four locations in Greater Vancouver.My core competencies include business development, strategic analysis and team development, which I have leveraged in various leadership roles across the full range of wealth management businesses and retail banking. I have completed a Masters Certificate in Financial Services Leadership from the Schulich School of Business, obtained my MBA and CFP and published a thesis on the retail wealth management industry in Canada. I believe in a client-centric and collaborative approach, and I am always looking for new opportunities to learn, grow and make an impact. Outside of work, I enjoy traveling with my family and looking for new cycling

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Alghabi — Branch Manager, Cibc Private Wealth, Wood Gundy at CIBC in Vancouver, BC, CA | Unifers