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Brian Cabral

Estate Planning Specialist at Cibc

Based in Toronto, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Toronto

Industry

Banking

Company size

47K

Contact information

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b•••••••@••••••.com

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Background

About Brian Cabral

Brian brings 15 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. Brian has been published on advisor.ca and Advisor’s Edge magazine, appeared in The Globe and Mail, Morningstar.ca, and co-authored a chapter in Advisors Seeking Knowledge published by LexisNexis. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter, the Society of Trust and Estate Practitioners (STEP), and associate member of the Conference for Advanced Life Underwriting (CALU).

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