With 6 years of experience in Finance, I have achieved my PFP designation. I provide high quality planning services to clients with a focus on Investments, Debt Management, and overall value creation. I continue to build relationships of trust with both clients and partners in the industry.
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Financial PlannerCibc -
Financial PlannerCibc Imperial Service Sep 2022 - PresentAdvised on a portfolio of approximately 300 High Net Worth householdsDelivered results in four main areas; Investments, Debt Writing and Management, Creditor Insurance Solutions, Cards and AccountsBuilt meaningful and lasting relationships with clients based on mutual trust and transparencyDrove new business to the portfolio through client and partner referrals
Alex Gardner Education Details
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Kinesiology And Exercise Science
Frequently Asked Questions about Alex Gardner
What company does Alex Gardner work for?
Alex Gardner works for Cibc
What is Alex Gardner's role at the current company?
Alex Gardner's current role is Financial Planner at CIBC.
What schools did Alex Gardner attend?
Alex Gardner attended University Of Waterloo.
Who are Alex Gardner's colleagues?
Alex Gardner's colleagues are Sherry Zhang, Nelson De Jesus, Dona Dodson, Paul Shedel, Sakshi Duggal, Manchali Gopal, Mma, Katherine V..
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Alex Gardner
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