Seniority
Staff
Department
Finance & Accounting
Location
Ottawa
Industry
Banking
Company size
47K
Contact information
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p•••••••@••••••.com
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Background
About Paul Grefford
As a Financial Planning Consultant at CIBC with over 22 years of experience in financial services, I provide integrated financial advice through CIBC's Imperial Service, Private Wealth, and Commercial Banking arms. My expertise encompasses investment management, retirement planning, and new client acquisition, with a focus on aligning strategies with clients’ unique goals. I collaborate with clients and advisors to deliver tailored goal-based retirement plans, implement investment strategies, and recalibrate portfolios for optimal performance. Licensed by IIROC, I am dedicated to helping clients achieve financial well-being through personalized solutions and ongoing portfolio management.
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