Ryan Yoannou, Cfp, Cim
About Ryan Yoannou, Cfp, Cim
Ryan Yoannou is a Senior Financial Planner at CIBC specializing in tax reduction strategies, retirement and estate planning, investments, and banking solutions in the Greater Toronto Area.
Title
Ryan Yoannou, CFP, CIM, serves as a Senior Financial Planner. His current role is at CIBC, where he has been employed since 2014.
Current Position at CIBC
Ryan Yoannou has been a Senior Financial Planner at CIBC since 2014. Based in the Greater Toronto Area, he provides comprehensive financial planning services, specializing in tax reduction strategies, retirement and estate planning, investments, mortgages, and banking and lending solutions for both personal and small business clients.
Previous Experience
Before becoming a Senior Financial Planner, Ryan Yoannou held several positions in the financial services industry. He worked as a Senior Financial Service Representative, Investments at CIBC from 2012 to 2014. Prior to that, he was a Consultant at Investors Group from 2007 to 2012. Additionally, he has experience in project management from his tenure at Finer Edge Painting and Renovations from 2004 to 2006.
Education and Credentials
Ryan Yoannou attended Queen's University, where he obtained his BA (Hons) in History and Politics, graduating in 2006. He holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, underscoring his expertise in financial planning and investment management.
Expertise
Ryan Yoannou specializes in tax reduction strategies, retirement and estate planning, investments, mortgages, and banking and lending solutions. His strong background in portfolio management and customer service allows him to build robust client relationships and provide honest financial advice.