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
Associate Investment Advisor
- Alessia is a University of Guelph graduate with a HBSc in Biological Sciences and a minor in Business
- Alessia began her career at CIBC Wood Gundy in 2018 and is an Associate Investment Advisor, assisting the senior team members. Her responsibilities include financial planning, 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
- Alessia is a CIRO Registered Representative
Jenna Orfei
Client Associate
- Jenna is a recent 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 manages the social media and marketing for the team
- Jenna is a CIRO Registered Representative
Khurshid Phirozmand
Administrative Associate
- Khurshid is a recent graduate from the University of Toronto with a HBSc in Financial Economics and Statistics
- Joined CIBC Private Wealth in 2022 working in Practice Management, supporting wealth advisors and their teams
- Khurshid focuses on client account administration, which includes account maintenance, documentation, wires, fund and account transfers
- 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
Associate Investment Advisor
- Alessia is a University of Guelph graduate with a HBSc in Biological Sciences and a minor in Business
- Alessia began her career at CIBC Wood Gundy in 2018 and is an Associate Investment Advisor, assisting the senior team members. Her responsibilities include financial planning, 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
- Alessia is a CIRO Registered Representative
Jenna Orfei
Client Associate
- Jenna is a recent 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 manages the social media and marketing for the team
- Jenna is a CIRO Registered Representative
Khurshid Phirozmand
Administrative Associate
- Khurshid is a recent graduate from the University of Toronto with a HBSc in Financial Economics and Statistics
- Joined CIBC Private Wealth in 2022 working in Practice Management, supporting wealth advisors and their teams
- Khurshid focuses on client account administration, which includes account maintenance, documentation, wires, fund and account transfers
- Khurshid is a CIRO Registered Representative