CIBC Financial Advisor: Sonia Parshad

Financial Planning with Your Lifestyle in Mind - CIBC Financial Advisor: Sonia Parshad As you move through the different stages in your life, your financial advice should transition with you. You and your family will have one main touch point to review your banking and planning needs. I am typically engaged in family and friend activities, travel, and discovering new interior design concepts when I'm not at work. Regardless of where you are in life, I can help you make well-informed financial decisions today and in the future. Whether you're looking to accumulate wealth or tackle debt, or plan for retirement, we can create a plan together. To fit your lifestyle, we can meet in person or over the phone. To understand your financial goals, let's start with a chat, and we will then analyze how we might improve things. Our strategy will cover everything from funding your children's education to saving on taxes. Your priorities may change as time passes. Prefer to move to a different life stage? Just want to check in? Your plan gets more powerful when modified to suit you. It's simple to update it anytime you need to make the most of your future.