Todd Cowman
Finance Associate at Cibc Wood Gundy
Based in Calgary, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Calgary
Industry
Financial Services
Company size
2.9K
Contact information
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t•••••••@••••••.com
Phone
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Background
About Todd Cowman
I have spent 15 years managing wealth for high net worth clients and their families. As a Registered Retirement Consultant, with an emphasis on prudent financial management and the many considerations and strategies involved in developing and implementing retirement plans, estate planning and tax optimization during retirement, I seek to understand our client’s values and goals to provide them with the financial stewardship to help realize them. I have held the titles of Financial Advisor with CIBC Imperial Service and Senior Private Banking Advisor with CIBC Private Wealth Management. I was a recipient of the prestigious CIBC Annual Achiever Award - recognizing one of the top Financial Advisors at CIBC.
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