Tony Orfei
Senior Wealth Advisor
- With over 30 years of wealth management experience, Tony brings knowledge and expertise to develop an investment approach unique to each client's investment style
- York University majoring in Economics and Physical Education
- Tony serves as a Mama Ibado Charity Ambassador
Danny Logullo, CIM®
Senior Wealth Advisor
- Danny has over 20 years of wealth management experience, allowing him to create a financial and tax strategy that custom fits individual and business needs
- Honours BA in Economics from York University. Schulich School of Business Certificate in Business Fundamentals
- Chartered Investment Manager (CIM)
- Danny serves as a Mama Ibado Charity Ambassador
Alessia Orfei, CIM®
Associate Investment Advisor
- Alessia is a University of Guelph graduate with a HBSc in Biological Sciences and a minor in Business
- Chartered Investment Manager (CIM)
- Alessia began her career at CIBC Wood Gundy in 2018 and is an Associate Investment Advisor, assisting the senior team members. Her responsibilities include client meetings, portfolio construction, conducting research and overseeing the team's stock and mutual fund focus lists
- Focused on building meaningful relationships with clients to provide them with a quality customer service experience
Jenna Orfei
Client Associate
- Jenna is a graduate of The University of Western Ontario with an Honours B.HSc in Health Sciences and has worked at CIBC Wood Gundy since 2018
- Her main responsibilities include client reporting, portfolio reviews, tax planning and trade execution
- Jenna assists in the preparation and analysis of financial plans to meet the individual needs of clients
- Jenna is a CIRO Registered Representative
Khurshid Phirozmand
Administrative Associate
- Khurshid is a University of Toronto graduate with an HBSc in Financial Economics and Statistics and joined CIBC Wood Gundy in 2022
- Khurshid focuses on client account administration, which includes account maintenance, documentation, wires, fund and account transfers
- Manages the social media and marketing for the team
- Khurshid is a CIRO Registered Representative
Tony Orfei
Senior Wealth Advisor
- With over 30 years of wealth management experience, Tony brings knowledge and expertise to develop an investment approach unique to each client's investment style
- York University majoring in Economics and Physical Education
- Tony serves as a Mama Ibado Charity Ambassador
Danny Logullo, CIM®
Senior Wealth Advisor
- Danny has over 20 years of wealth management experience, allowing him to create a financial and tax strategy that custom fits individual and business needs
- Honours BA in Economics from York University. Schulich School of Business Certificate in Business Fundamentals
- Chartered Investment Manager (CIM)
- Danny serves as a Mama Ibado Charity Ambassador
Alessia Orfei, CIM®
Associate Investment Advisor
- Alessia is a University of Guelph graduate with a HBSc in Biological Sciences and a minor in Business
- Chartered Investment Manager (CIM)
- Alessia began her career at CIBC Wood Gundy in 2018 and is an Associate Investment Advisor, assisting the senior team members. Her responsibilities include client meetings, portfolio construction, conducting research and overseeing the team's stock and mutual fund focus lists
- Focused on building meaningful relationships with clients to provide them with a quality customer service experience
Jenna Orfei
Client Associate
- Jenna is a graduate of The University of Western Ontario with an Honours B.HSc in Health Sciences and has worked at CIBC Wood Gundy since 2018
- Her main responsibilities include client reporting, portfolio reviews, tax planning and trade execution
- Jenna assists in the preparation and analysis of financial plans to meet the individual needs of clients
- Jenna is a CIRO Registered Representative
Khurshid Phirozmand
Administrative Associate
- Khurshid is a University of Toronto graduate with an HBSc in Financial Economics and Statistics and joined CIBC Wood Gundy in 2022
- Khurshid focuses on client account administration, which includes account maintenance, documentation, wires, fund and account transfers
- Manages the social media and marketing for the team
- Khurshid is a CIRO Registered Representative