Peter Bongiorno

Senior Financial Planner at CIBC

Montreal, Quebec, Canada

About

As a Certified Financial Planner, I provide expertise to high net worth clients in financial planning with a focus on investment, retirement, estate planning and business transition planning.

Experience

  • CIBC (8 yrs 2 mos)
    • Senior Financial Planner
      May 2018 - Present · 8 yrs 2 mos

    • Senior Financial Planner
      May 2018 - Present · 8 yrs 2 mos

  • Financial Planner, Investment and Retirement Planning at RBC
    May 2017 - May 2018 · 1 yr 1 mo

  • Certified Financial Planner at CIBC World Markets
    May 1992 - May 2017 · 25 yrs 1 mo