Steve Klugman, PFP, is a dynamic and caring leader with extensive experience in financial services and wealth management, currently serving as Community General Manager of Imperial Service at CIBC. Steve has effectively led teams of investment advisors to exceed goals and enhance client experiences. Previously, Steve held the role of Financial Security Advisor at Freedom 55 Financial and has dedicated years to developing top-performing financial advisors and leaders. Steve earned an Honours Bachelor of Arts in Chinese and Economics from the University of Toronto.
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