Richard P.
Senior Director Financial Planning & Advice, Ontario East @CIBC
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WORK HISTORY
Senior Director Financial Planning & Advice, Ontario East @CIBC
EDUCATION
York University – Faculty of Liberal Arts & Professional Studies
BA
Athabasca University
Master of Business Administration (MBA)
ABOUT RICHARD P.
With over a decade of experience in financial planning and investment management, I contribute to CIBC as the Senior Director of Financial Planning & Advice. My background includes expertise in commercial lending, loans, and financial analysis, which informs my approach to delivering tailored solutions and strategic financial guidance to clients. Previously holding key leadership roles at RBC, I supported teams in investment and retirement planning while fostering client-centric strategies. At CIBC, I aim to enhance our organization\'s advisory capabilities and drive results through collaboration and stakeholder engagement.
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