30 Luke Kratz, CIBC Private Wealth

30 Luke Kratz, CIBC Private Wealth

CIBC Private Wealth
CIBC Wood Gundy

Victoria, BC

This year marks Luke Kratz’s fourth consecutive appearance on the Top 50 Advisors list, and it’s an achievement he puts a lot of stock  in. “I have been fortunate to have been selected by WPC as a Top 50 Advisor in each of the previous three years,” he says. “This is an incredible feat for any advisor, but for me, I have been fortunate to continually grow my business – assets, recurring revenue and recurring revenue per client – while shrinking the number of clients that I serve.” Over the past year, Kratz has disengaged unprofitable clients in order to concentrate on those that will drive business in 2018, bringing his current client count to 174.
 

Company Information

  • CIBC Private Wealth
  • 730 View Street 9th Floor Victoria, British Columbia

Contact Information