Shri Kant P.

Shri Kant P. is a seasoned financial professional with extensive experience in financial advisory and management roles. Currently serving as a Senior Financial Advisor at CIBC since July 2024, Shri Kant previously held positions such as Associate Consultant at IG Wealth Management and Financial Planner at Northstar, where expertise included providing comprehensive financial planning and investment advice. Notable earlier experience encompasses a long tenure at Oriental Bank of Commerce, progressing from Assistant Manager to Senior Manager, overseeing branch management and credit operations. With academic qualifications including the CFA® Charter and Certified Financial Planner® designations, along with an MBA in Finance and a BA in Economics, Shri Kant demonstrates a robust foundation in financial services and planning.