Peter Lombardi
About Peter Lombardi
Peter Lombardi is an IIROC Financial Advisor at CIBC, specializing in investment and retirement planning for high-value clients in Woodbridge, Ontario.
Title and Current Role
Peter Lombardi currently serves as an IIROC Financial Advisor for Imperial Service/Wealth Management at CIBC in Woodbridge, Ontario. He has been in this role since 2020, managing investment portfolios and offering financial advice tailored to high-value clients.
Previous Experience at CIBC
Prior to his current role, Peter Lombardi worked at CIBC as a Senior Financial Services Representative-Small Business from 2018 to 2020. During this time, he spent two years focusing on the financial needs of small businesses in Woodbridge, Ontario, Canada.
Prior Roles at TD
Peter Lombardi's career also includes multiple positions at TD in the Toronto, Canada area. He served as a Financial Advisor from 2017 to 2018 and as a Financial Services Representative from 2016 to 2017. His initial role at TD was as a Customer Service Representative from 2015 to 2016.
Education and Certifications
Peter Lombardi has an educational background that includes studies at the Canadian Securities Institute and Humber College, both completed in 1970. These institutions provided foundational financial knowledge that supports his advisory roles.
Expertise in Financial Management
In Peter Lombardi's role as a financial advisor, he manages high-value client portfolios with a focus on investment planning, retirement planning, and cash management solutions. He provides specialized lending advice and structures financial strategies using mutual funds, stocks, and other investment products.