Patrick O'Keeffe, CIM, FCSI
Senior Wealth Advisor
Patrick is the senior advisor within the group, and specializes in strategic investment planning and wealth management for business owners, executives & management professionals, retirees, and well- established families. As an investment advisor, he applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions to help protect assets and maximize gains. He is a firm believer in building long-term relationships with clients by providing them with objectivity and a strategic direction to managing their wealth.
Patrick holds the designations of Canadian Investment Manager (CIM), granted by the Canadian Securities Institute and Certified Financial Planner (CFP), granted by the Financial Planners Standards Council. Patrick has also achieved the premier designation bestowed by the Canadian Securities Institute: Fellow of the Canadian Securities Institute (FSCI).
Alex Basu, CIM, FMA, FCSI
Senior Wealth Advisor
Alex and Patrick have worked closely together for over 10 years to determine individual investment needs and provide personalized solutions to help clients build and protect their wealth. Together, they develop asset allocation models and customized investment solutions to assist clients with their complex needs. He is jointly responsible for the management of client accounts, ongoing service and identifying and executing on opportunities as they present themselves.
Alex has worked in the financial services industry since 2000. He holds a B.A. from York University, with a focus in Business Management. In addition to being a Fellow of the Canadian Securities Council (FCSI), he holds the following designations:
- Certified Financial Planner (CFP)
- Canadian Investment Manager (CIM)
- Financial Management Advisor (FMA)
Natalina Strano, CFP
Associate Investment Advisor
Natalina has worked in financial services for over 10 years, is a Certified Financial Planner (CFP) and licensed insurance representative. She holds a Honors Bachelor of Arts in Foreign Languages and Literature from the University of Toronto.
Natalina works closely with Patrick, Alex and Jessica to develop customized investment solutions and financial plans to assist clients with their complex needs. She is also responsible for the ongoing oversight and administration of client accounts. Her dedication to accuracy and her positive attitude are key in upholding the team's commitment to customer service excellence.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Natalie Bender
Natalie 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 that your plans occur as you desire. By fully assessing her client's needs, Natalie 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. Natalie 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. Natalie has been with CIBC since 2018.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Natalie Bender
Senior Trust and Estate Consultant
Natalie 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 that your plans occur as you desire. By fully assessing her client's needs, Natalie 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. Natalie 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. Natalie has been with CIBC since 2018.