Adam Lacey Email & Phone Number

I'm a Certified Financial Planner with over 11 years of experience in the financial, banking and investment industries. After graduating from University of Windsor, I started my career in financial services. 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 planner, 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.When I'm not in the office, I enjoy spending time with my family and watching football. Please contact me anytime if you have questions about your personal finances or investment strategy. I look forward to working together.

Listed skills include Team Building, Banking, Sales, Financial Planning, and 15 others.