Sreejith Sasikumar

Senior Financial Advisor (Iiroc) @CIBC

In my current role, I manage a $140 million portfolio of both investments and credit for 200 high net worth families and households in Toronto. Currently licensed and registered with IIROC, I am passionate about building a long term relationship with my clients by using a personalized approach in taking the time to get to know them and evaluating their needs, goals and behavioral biases and linking them to recommendations leading to the creation, implementation and ongoing periodic review of a comprehensive wealth management plan.