Ann Moffett
About Ann Moffett
Ann Moffett is the Director of Private Wealth Management at CIBC in Toronto, Ontario, Canada, with extensive experience in finance and operations from her previous roles at TD.
Title at CIBC
Ann Moffett holds the title of Director, Private Wealth Management at CIBC. Since joining CIBC in 2020, she has led a team of client-facing wealth management professionals in downtown Toronto, Ontario, Canada. Her role involves implementing integrated wealth advisory approaches to help high net worth clients achieve their financial goals.
Previous Roles at TD
Previously, Ann Moffett worked at TD in various capacities over several years. She served as Senior Manager Finance and Operations from 2011 to 2013 in Halifax, Nova Scotia, and as District Vice President from 2008 to 2019. Additionally, she held the position of Branch Manager from 2008 to 2011, also in Halifax, demonstrating a strong trajectory in leadership within the financial services sector.
Education and Credentials
Ann Moffett has a diverse educational background. She earned her Bachelor of Science from St. Francis Xavier University from 1990 to 1993. She also completed the Canadian Securities Course from the Canadian Securities Institute in 2005 and the Wealth Management Essentials in 2019. Furthermore, she completed the Excelerator Coaching for Executives program from Essential Impact, an ICF Approved institution, in 2018.
Leadership and Management Skills
Ann Moffett is known for her strategic and hands-on experience in talent management, training and development, performance management, and change management. She has created a disciplined coaching culture aimed at engaging employees and developing talent. Her comprehensive leadership abilities are integral to her role as Director, Private Wealth Management at CIBC.
Strategic Insights and Thought Leadership
Ann Moffett provides strategic insights that drive lasting change in her industry. Her role as a thought leader has enabled her to offer valuable perspectives that help shape the practices and strategies of her team and clients. Her contributions are recognized for their impact on creating effective wealth management solutions and fostering a culture of continuous improvement.