Neeru Gupta is a dedicated Wealth Advisor at CIBC Wood Gundy with over 20 years of experience helping individuals and families navigate their financial journeys. Drawing from a strong foundation in financial planning, Neeru provides comprehensive, personalized wealth strategies designed to align with each client’s life goals and evolving needs.

Prior to joining CIBC Wood Gundy, Neeru spent nearly two decades with CIBC as a Senior Financial Planner, where she specialized in holistic financial advice and built long-standing client relationships grounded in trust and results. Her approach is highly client-centric, with a focus on meaningful planning and thoughtful, forward-looking investment guidance.

Neeru is a CERTIFIED FINANCIAL PLANNER® professional and brings a deep understanding of wealth management, retirement strategies, tax-efficient investing, and estate planning to her practice.

She is passionate about empowering clients with clarity and confidence as they work toward their financial aspirations.

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.