PETRA REMY

CIBC

Many people talk about making a difference in the world. Certified financial planner, Petra Remy, just gets out there and does it! 

A tireless advocate for life long learning, Petra obtained her Masters while a  single mom raising two daughters, and then just kept right on going,  eventually amassing 25 years of financial experience as a “Senior Wealth  Manager”.  

Petra’s stellar contribution to academia was her masters dissertation, pioneering the correlation of quantitative and qualitative data - Now a scientific standard. She gave voice to the people whose input provided evidence at the base of her hypothesis.  

Later in the workplace Petra was sought as a financial expert on Vancouver  Observer, Global Institute of Evolving Women, Global News, Breakfast TV, CTV,  Money Sense, Women Talk, Investment Executive as well having been seen on many stages as an industry leader. One of the many achievements, she is very proud of, is having grown an investment division from $10M to $2Billion and now continues to expand her vision.  

An avid philanthropist, Petra donates her “spare” time and formidable talents to an entire array of worthy causes and pursuits, from chairing conferences, to running fundraisers, as well as serving as an executive board member for organizations as varied as the Rotary Club, Toastmasters International and BNI. 

Passionate about helping her clients achieve their dreams of financial independence, Petra is especially committed to socially conscious investing, Environmental Social Governance (ESG) with Sustainable Development Goals (SDG). She is committed to influencing a more positive community while reducing the risk of her clients portfolios.