Jan believes that listening to clients and educating them is the best way to form a long-term trusting relationship. She has been advising clients on managing their personal financial affairs for more than 20 years at CIBC Wood Gundy and predecessor firms. During this time, she has provided her clients with comprehensive advice for creating and maintaining solid investment and retirement strategies. 

Page has been a valued member of The Petropoulos Team since 2013 and has been with CIBC Wood Gundy since 2012. She graduated from Dalhousie University earning a Bachelor of Commerce Degree with a major in finance and earned the Chartered Investment Manager (CIM) designation in 2018. Page is available to provide you with information on your investment accounts and focuses mainly on business development, financial planning and portfolio reviews and evaluation.

Taylor is the newest member of the Petropoulos Team and has worked in client service and administration since 2014. She handles the majority of the administrative tasks including client documentation and scheduling meetings. Taylor's background along with her personable and friendly nature, enables her to go above and beyond in ensuring the comfort and satisfaction of our clients.

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.

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 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.

Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.