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  Accomplished Senior Financial Planner at HSBC Life, recognized for strategic financial planning and fostering client trust through excellent communication. Elevated client portfolio returns while minimizing risks, and mentored junior planners, enhancing team performance. Previously excelled in customer service roles, demonstrating critical thinking and active listening across diverse industries.
  Service-oriented professional with 3.5 years of flight crew experience. Excellent history of using critical thinking and sound judgment to solve challenges. Personable and energetic with firm command of flight safety and regulations.
  Committed and hardworking Senior Team Leader with 5 years of experience. Well-rounded leader and swift problem solver with quick and effective solutions to wide array of issues.


Through working with CIBC, I have been able to grow my skills and feel that I have the attributes needed to bring to this role.
Currently a successful Advisor, I am also a 4 time Achiever and 5 time Imperial Club recipient.
I am passionate about working with a team of skilled advisors and seeing the success of the team grow and pass on the skills and knowledge that I have acquired being fortunate to work with strong successful leaders throughout my career.


Senior Financial Planner who works with clients through deep discovery to uncover financial planning needs and find appropriate solutions. Responsible to identify opportunities to deepen client relationships to consolidate external business into RBC. Excels at communication, client education and problem solving to ensure smooth collaboration with clients to achieve financial goals. Strengths include strong relationship management and focus on positive outcomes for clients by leveraging knowledge of investment strategies and tax laws.

With over 20 years' client-focused experience in financial planning and investments, I am passionate about providing personalized and strategic financial advice, empowering individuals and families to achieve their financial goals with complete confidence. An advocate that business success is driven by team collaboration, I have strong experience in mentoring and coaching to not only my peers but other team members. I have been recognized for my client relationships and meticulous attention to detail, fostering my business achievements, client satisfaction and high level of compliance.

Zackary Thomas

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Senior Financial Planner

Airbnb Manager

Sales Representative

Manager

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Bachelor of Science - Finance & Business Analytics

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Airbnb Manager

Senior Financial Planner

Sales Representative

Manager

Bachelor of Science - Finance & Business Analytics

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