Gene began his career with CIBC Wood Gundy and its predecessor firms in 1979. From 1994 – 2010, he also served as Manager at CIBC Wood Gundy's 1250 Rene-Levesque branch in Montreal. As a Portfolio Manager and Investment Advisor, Gene develops an exact understanding of his clients' financial goals and objectives to provide bespoke investment management. Outside the office, Gene has been a guest speaker at McGill University and Vanier College, and has served in the past as a contributing editor of Montreal Business Magazine. He also is Founder and Chair of the 401 Bike Challenge, a 3-day bike tour between Toronto and Montreal that has raised close to $3,000,000 since it creation in 2005.

James’ inspirational story of reaching the highest level of professional cycling has equipped him with the skills and values to understand and relate to business owners, athletes, and other high performers. James brings fresh skills and divergent thinking to Piccoli Wealth Management. He has a background in Mechanical Engineering and a lifelong interest in Capital Markets.

Mary is behind the day-to-day operations of Piccoli Wealth Management, and handles the administration, coordination, and communication that allows us to implement our strategies and allows our clients to thrive.