Anna Durante, Cfp, Cim, Pfp, F CSI
About Anna Durante, Cfp, Cim, Pfp, F CSI
Anna Durante is a Senior Private Banker at CIBC Wealth Management with extensive experience in wealth management and financial planning.
Title
Anna Durante is currently a Senior Private Banker at CIBC Wealth Management. She has been serving in this role since 2017. In this capacity, she provides comprehensive wealth management services.
Company
Anna Durante works at CIBC Wealth Management. She has been with the company since 2017. At CIBC, she specializes in delivering personalized wealth management solutions.
Previous Experience
Before joining CIBC Wealth Management, Anna Durante worked as an Investment Advisor at BMO Nesbitt Burns, as part of the H&K Advisory Group, from 2015 to 2017. Prior to that, she was a Financial Planner at RBC for 10 years.
Education and Expertise
Anna Durante holds a Bachelor of Arts in Business Administration and Economics from Western University, earned in 1970. She has several professional designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Personal Financial Planner (PFP), and Fellow of the Canadian Securities Institute (FCSI).
Specializations
Anna Durante specializes in creating comprehensive wealth management solutions. Her areas of expertise include capital preservation, tax and cash flow optimization, estate and trust planning, and philanthropy. She is also experienced in personal and business insurance and provides educational seminars as part of her services.