Inti A.
Financial Planner @CIBC
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @CIBC
CA
EDUCATION
Toronto Metropolitan University
Bachelor of Commerce (BCom), Finance Major, Professional Communication Minor
SKILLS
ABOUT INTI A.
I\'m a Financial Planner with 9 years of experience in the financial, banking and investment industries. As a dedicated financial planner, I specialize in providing holistic advice and personalized planning to help clients achieve their financial goals. This includes offering exclusive everyday banking, investing, borrowing and wealth protection solutions.At CIBC Imperial Service, we provide comprehensive goal planning and banking services to meet your needs. When we work together, you\'ll receive personalized service and expertise to help create and manage a plan that balances your needs for today with your goals for the future. And that begins with a conversation. As your dedicated financial advisor, the first step is to get to know you. We\'ll talk about your priorities so I can understand the full financial picture for you and your family. From finding opportunities and identifying gaps, I\'ll help you and your family plan for all the unique circumstances and stages of your life. Please contact me anytime if you have questions about your personal finances or investment strategy. I look forward to working together.The information provided herein is meant for Canadian residents only, is general in nature and does notcontain any financial, legal, tax or investment recommendations or advice. Following or showing interest in a securities issuer on this site is not a recommendation to invest in such issuer’s securities. Any commentary that might be construed as an endorsement or recommendation on this site should not be construed as explicitly or implicitly approved by me or CIBC or its affiliates. You agree that you will not communicate any personal or confidential information through this site. At CIBC Imperial Service, investment advice and financial planning services are provided by the CIBC Investor Services Inc. or CIBC Securities Inc. The CIBC logo and “CIBC Imperial Service” are trademarks of CIBC, used under license
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.