Fadi Francis, Cfa, Cim, F. Pl.
About Fadi Francis, Cfa, Cim, F. Pl.
Fadi Francis is a Senior Private Banker at CIBC Private Wealth Management in Montreal, Quebec, Canada, with extensive experience in financial services and a background in economics from The American University in Cairo.
Title
Fadi Francis, CFA, CIM, F.Pl., holds the position of Senior Private Banker at CIBC Private Wealth Management. He has been serving in this role since 2021.
Experience at CIBC Private Wealth Management
Since 2021, Fadi Francis has been working at CIBC Private Wealth Management in Montreal, Quebec, Canada as a Senior Private Banker. He delivers tailored wealth management solutions to high-net-worth clients, leveraging extensive financial expertise gained over a long career.
Past Roles at CIBC
Before assuming his current role, Francis held multiple positions at CIBC. From 2018 to 2021, he worked as a Financial Services Expert - Imperial Service. Prior to that, he was a Senior Financial Advisor - Imperial Service from 2016 to 2018 in the Montreal, Canada Area. These roles involved providing personalized financial advice and services to clients, helping them meet their financial goals.
Positions at Laurentian Bank and Manulife Securities
From 2012 to 2016, Fadi Francis worked at Laurentian Bank as an Account Manager, where he managed client portfolios and provided comprehensive banking solutions. Earlier, he served as an Investment Advisor Associate at Manulife Securities from 2011 to 2012, assisting in investment planning and client advisory services.
Role at Siag Group
Francis was employed by Siag Group as a Business Development Manager from 2006 to 2010. In this role, he was responsible for identifying new business opportunities and fostering client relationships to drive company growth.
Education and Expertise
Fadi Francis holds a Bachelor of Arts (BA) in Economics from The American University in Cairo, where he studied from 1994 to 1999. His academic background in economics has provided him valuable insights into financial markets, which he applies in his roles in wealth management and financial advising.