Krista Sieroka, CFP®, CIM®, RRC
Senior Wealth Advisor
Using proven wealth management strategies, Krista collaborates with her clients – high net worth families, executives, entrepreneurs and professionals - to build tailored wealth plans that help fulfill their dreams and achieve their financial goals. A Certified Financial Planner (CFP) since 1998, Krista understands the value of advice to build financial security, and to preserve lifestyle through retirement. She builds deep connections with her clients, recognizing each client’s unique perspective. Krista appreciates that goals and circumstances will evolve with time, and that financial plans must adapt to meet her clients’ changing needs. Exceptional service and trusted advice are the hallmarks of her success.
In Krista’s 25 years with the CIBC Group, she has developed an extensive network of experts who are available to her clients, in the areas of Private Banking, Financial Planning, Insurance, Estate and Trust Planning. In addition to the CFP, she has earned the Chartered Investment Manager (CIM®) and Registered Retirement Planner (RRC) designations.
Krista was born in Kingston, Ontario. She now resides in the Beaches area of Toronto, with her husband, Daniel, and two children.
Outside of the office, Krista enjoys morning runs, cycling, and camping. She also has a passion for hiking, and climbed to Mount Everest Base Camp - with an eye on Kilimanjaro for her next major challenge. Krista is also an avid supporter of Queen’s University, the Ride for Heart, Canadian Blood Services, and CIBC’s One for Change.
Dennis Guglielmin
Client Associate
Dennis grew up in the town of Guelph, ON and joined CIBC in 2019 as Head Teller. He has continued to grow within the company through knowledge and experience and has a passion for helping clients achieve their financial goals. He has accomplished this by providing quality customer service in the finance industry for over a decade and is currently completing his Canadian Security Course (CSC) requirements. Dennis manages client on-boarding, client requests, transfers, compliance procedures, and annual portfolio reviews. Outside of the office, he enjoys live music, is an avid gym user, loves summertime travel, cycling, attending sporting events, and coaching children’s soccer.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Nelley Yiu, PFP, BA
Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application.During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Elaine Liao, CFP, CLU, CFA
Wealth Strategist
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)