Sum Wing Li Fin, F. Pl. Email & Phone Number

Les domaines des placements et de la gestion me passionnent. Je suis digne de confiance, je suis un collaborateur solide et j’ai l’esprit d’équipe. Je donne l’exemple en aidant mes collègues et en les guidant vers la réussite. Je suis optimiste et je cherche de façon proactive à acquérir des connaissances et des compétences pour m’adapter à un milieu de travail en évolution. C’est ainsi que je peux décrire le mieux mon éthique du travail et la façon dont j’aide mes clients.I have a passion for the fields of investment and management. I am trustworthy, a strong collaborator and team player. I lead by example by supporting my colleagues and leading them to success. I am an optimist who proactively seeks knowledge and skills to be able to adapt to an evolving workplace. This best describes my work ethic and how I help my clients.https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf

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  Conseiller En Patrimoine - Wealth Advisor

  Cibc Wood Gundy

  May 2023 - Present - Montreal, Quebec, Canada

  At CIBC Private Wealth, every element of our integrated wealth management approach is designed to support your goals. Our integrated approach is built around four key pillars. It all starts with understanding you and your goals, which are supported by our customized services and professional guidance to keep you moving forward. In addition to flexible investment solutions, we offer tailored banking and trust services, strategies to safeguard your wealth and transition planning when you need.