Alina Oprea, CFA, CFP®
With over 15 years of experience and by maintaining reputable industry designations, the CFA® charter and CFP® designation, I developed a keen eye for financial planning, identifying investment opportunities, managing risk and providing expert fiduciary advice to help clients achieve their financial goals optimally. I work with a diverse range of high net worth clients, clients with multigenerational wealth planning needs and institutional investors.
I take pride in having built a loyal and satisfied client network by providing excellent service. I strive to continue to do so for many more years to come.
Marco Stuparich
Marco has completed all three levels of the CFA program. His financial analysis experience helps clients achieve their long-term goals.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Matthew Makarenko, CFP®
Financial Planning Specialist
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
Eric Schenstead, CLU, TEP, CFP®
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
Lucio Riccio, CFP, RRC, B.B.A.
Senior Wealth Strategist
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
Kristina Weenink, B.Comm.
Private Banking Advisor
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Ryan Romanko, CFP, CLU
Estate Planning Specialist
Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.
Samson Lau, CFP®, FCSI, CIWM, CSWP, RRC
Senior Private Banking Advisor
As a first-generation Canadian, I've personally seen the struggle that people like my parents face when they come to this wonderful country looking to establish a better life for them and their family. All too often, resources like financial literacy and financial strategy are out of their reach or are limited. This has led me to a career of providing objective and quality financial advice.
My aim is to ensure that you and your family have a smooth and effortless banking experience. Building a relationship with my clients is a priority. Once I understand your story, I partner with expert professionals across CIBC to provide you with tailored solutions best suited to your unique needs.
Away from work, I make time for several important community organizations, including the United Way, Junior Achievement, Calgary Food Bank, the local women’s shelter, and drop-in centers. I'm also passionate about being a father to my son, and for all things culinary.
- Certified Financial Planner (CFP®)
- Fellow of the Canadian Securities Institute (FCSI®)
- Certified International Wealth Manager (CIWM)
- Chartered Strategic Wealth Professional (CSWP®)
- Registered Retirement Consultant (RRC®)
Ian de Verteuil, MBA
Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Nicola Klaver, CFP
Financial Planning Specialist
Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.
Krista LeBlanc, CFP®
Financial Planning Specialist
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Tanya Wilson
Director, Wealth Solutions Group
Capital Markets
Tanya is a senior member of the Cross Asset Sales team within the Wealth Solutions Group at CIBC Capital Markets. The Cross Asset Sales Team focuses on Foreign Exchange and the origination and distribution of Fixed Income and Rate Structured Products. Tanya has worked in the financial services industry for over 25 years. Tanya began her career at Midland Walwyn, followed by Merrill Lynch Canada and then Joined CIBC in 2001.
Tanya is a graduate of the University of Western Ontario. She is actively involved with various CIBC Capital Markets community engagement initiatives and is an avid animal lover who rescues dogs from shelters in Los Angeles.
Matthew Makarenko, CFP®
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
Eric Schenstead, CLU, TEP, CFP®
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
Lucio Riccio, CFP, RRC, B.B.A.
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
Kristina Weenink, B.Comm.
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Ryan Romanko, CFP, CLU
Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.
Samson Lau, CFP®, FCSI, CIWM, CSWP, RRC
As a first-generation Canadian, I've personally seen the struggle that people like my parents face when they come to this wonderful country looking to establish a better life for them and their family. All too often, resources like financial literacy and financial strategy are out of their reach or are limited. This has led me to a career of providing objective and quality financial advice.
My aim is to ensure that you and your family have a smooth and effortless banking experience. Building a relationship with my clients is a priority. Once I understand your story, I partner with expert professionals across CIBC to provide you with tailored solutions best suited to your unique needs.
Away from work, I make time for several important community organizations, including the United Way, Junior Achievement, Calgary Food Bank, the local women’s shelter, and drop-in centers. I'm also passionate about being a father to my son, and for all things culinary.
- Certified Financial Planner (CFP®)
- Fellow of the Canadian Securities Institute (FCSI®)
- Certified International Wealth Manager (CIWM)
- Chartered Strategic Wealth Professional (CSWP®)
- Registered Retirement Consultant (RRC®)
Ian de Verteuil, MBA
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Nicola Klaver, CFP
Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.
Krista LeBlanc, CFP®
Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Tanya Wilson
Tanya is a senior member of the Cross Asset Sales team within the Wealth Solutions Group at CIBC Capital Markets. The Cross Asset Sales Team focuses on Foreign Exchange and the origination and distribution of Fixed Income and Rate Structured Products. Tanya has worked in the financial services industry for over 25 years. Tanya began her career at Midland Walwyn, followed by Merrill Lynch Canada and then Joined CIBC in 2001.
Tanya is a graduate of the University of Western Ontario. She is actively involved with various CIBC Capital Markets community engagement initiatives and is an avid animal lover who rescues dogs from shelters in Los Angeles.