Nunzio Rucchetta
Estate Planning Specialist
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.
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
Brian Grujicic
Senior Private Banking Advisor
Financial wealth involves growth, preservation, and creating a lasting legacy that will endure for generations to come. It is my passion to guide the families under my management to achieve these aspirations. The experience I bring forth as a former Commercial Banking Manager has equipped me with a unique set of skills and knowledge that sets me apart as a Sr. Private Banking Advisor.
Analyzing complex financial situations, risk management, and developing tailored financial solutions for businesses has allowed me to apply the same rigorous analysis and strategic thinking to help my Private Banking clients achieve their financial goals. I pride myself on providing exceptional customer service that goes above and beyond.
My approach is to treat each and every one of my clients like a valued member of my own family, with respect, care, and attention to their unique needs and concerns. I surround my clients with a team of specialists who tailor their approaches specific to the needs at hand. My experience, network, and commitment to delivering exceptional service helps my clients build and protect their wealth, while ensuring their legacy endures.
Nunzio Rucchetta
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.
Marilyn Andrade, BA, B.Comm., MTI
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
Brian Grujicic
Financial wealth involves growth, preservation, and creating a lasting legacy that will endure for generations to come. It is my passion to guide the families under my management to achieve these aspirations. The experience I bring forth as a former Commercial Banking Manager has equipped me with a unique set of skills and knowledge that sets me apart as a Sr. Private Banking Advisor.
Analyzing complex financial situations, risk management, and developing tailored financial solutions for businesses has allowed me to apply the same rigorous analysis and strategic thinking to help my Private Banking clients achieve their financial goals. I pride myself on providing exceptional customer service that goes above and beyond.
My approach is to treat each and every one of my clients like a valued member of my own family, with respect, care, and attention to their unique needs and concerns. I surround my clients with a team of specialists who tailor their approaches specific to the needs at hand. My experience, network, and commitment to delivering exceptional service helps my clients build and protect their wealth, while ensuring their legacy endures.