Jan Petropoulos
Senior Wealth Advisor
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 Scarfone, CIM
Financial Associate
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 Doughty
Administrative Assistant
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.
Jan Petropoulos
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 Scarfone, CIM
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 Doughty
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 15 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 works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Kerry Harris, MTI
Senior Manager, Trusts and Estates
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
Crina Hodis, B.Sc., CFP
Private Banking Advisor
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.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
With over 15 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 works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Kerry Harris, MTI
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
Crina Hodis, B.Sc., CFP
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.