I provide financial solutions to meet my clients’ individual priorities by reviewing their goals and dreams, and customizing them with CIBC. Having worked for over 30 years at CIBC in personal and business banking, I have access to a wide range of cash and credit management, investments or planning, and develop services customized to your unique needs with assistance from highly qualified professionals within CIBC.

Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to  help ensure they  reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations. 

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.

Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I 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.