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
Associate Investment Advisor
Natalina has worked in financial services for over 15 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 Daniel 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.
Daniel Fanizza
Associate Investment Advisor
With over 15 years of experience in wealth management, Daniel Fanizza is dedicated to helping clients across Canada achieve their financial goals. He holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, reflecting his advanced expertise in comprehensive financial planning and investment management.
Daniel specializes in serving business owners and incorporated professionals, delivering tailored solutions that address the complex needs of these clients. His approach is holistic, integrating risk management, investment strategies, tax planning, and retirement preparation to create robust financial plans. Daniel’s deep understanding of market dynamics and regulatory changes ensures his clients receive insightful, up-to-date advice.
Daniel provides personalized service and guidance to a diverse clientele. He is known for his integrity, transparency, and unwavering commitment to supporting clients through every stage of their financial journey.
Contact Information:
Toronto Office: 600-181 Bay St, Toronto, ON, M5J 2T3
Victoria Office: 730 View Street, Victoria, BC V8W 1J8
Toronto Tel: 416-594-1896 | daniel.fanizza@cibc.com
Victoria Tel: 250-220-9906
Jaedon Jackson
Client Associate
Cristina Cubia
Administrative Assistant
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Ivan Gonzalez, CFP®, CHS, FCSI
With over 12 years of experience in the life insurance industry, Ivan provides clients with personalized insurance solutions that align with clients’ financial goals and future aspirations.
With a hands-on approach, he works closely with clients and their key partners: investment advisors, accountants and financial planners to analyze and recommend tax-sheltered insurance solutions.
A proud graduate of the University of Toronto, Ivan holds several prestigious designations, including Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Fellow of the Canadian Securities Institute (FCSI). These credentials empower him to provide a comprehensive and holistic approach to financial planning. Helping clients navigate all aspects of their insurance and wealth management needs.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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.
Ivan Gonzalez, CFP®, CHS, FCSI
Estate Planning Specialist
With over 12 years of experience in the life insurance industry, Ivan provides clients with personalized insurance solutions that align with clients’ financial goals and future aspirations.
With a hands-on approach, he works closely with clients and their key partners: investment advisors, accountants and financial planners to analyze and recommend tax-sheltered insurance solutions.
A proud graduate of the University of Toronto, Ivan holds several prestigious designations, including Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Fellow of the Canadian Securities Institute (FCSI). These credentials empower him to provide a comprehensive and holistic approach to financial planning. Helping clients navigate all aspects of their insurance and wealth management needs.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.