Anton Voronoff, CFP, FCSI, CSWP, CIM®
Portfolio Manager
Anton has a wealth of knowledge and has been managing portfolios for affluent Canadians and providing expert financial and investment advice for professionals, encompassing all aspects of wealth creation, preservation and estate planning. Anton holds a number of financial designations: CFP (Certified Financial Planner) granted by the Financial Planner Standards Council; FMA (Financial Management Advisor) granted by the Canadian Securities Institute; and the FCSI (Fellowship of Canadian Securities Institute) designation, recognized as a Fellow of the Canadian Securities Institute. Anton and his team provide customized advice and solutions with personalized service that go above and beyond in order to maximize wealth potential with investment products and services tailored to your needs.
Amanda Leung, FMA
Client Associate
Amanda is committed to providing the highest level of service to our clients. Amanda ensures that all our client enquiries are handled in a professional and prompt fashion. Prior to joining CIBC Wood Gundy, Amanda had worked for another major Canadian bank. Amanda holds her Canadian Securities Course (CSC), Conduct and Practices Handbook Exam (CPH) and Financial Management Advisor (FMA) designations.
Tianci (Ashley) Li, MBA
Client Associate
Ashley began her career as a Client Relationship Manager in commercial banking from another major global bank. Experience in commercial credits and consulting led her to a demonstrated history of helping business owners to reach their goals. Her passion is serving others by building trusted relationships, solving complex problems, and exploring ideas and opportunities that create value for clients. Ashley is a licensed Investment Representative who holds an MBA and a master’s degree in Professional Accounting.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
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.
Geoffrey So, CFP, FMA, FCSI
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.
Vena Tzimas, CFP
Senior Financial Planner
Vena specializes in residential mortgages, lines of credit, credit cards and day to day banking. She has extensive experience in dealing with high net worth client for over 38 years.
Nunzio Rucchetta
Estate Planning Specialist
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.
Geoffrey So, CFP, FMA, FCSI
Financial Planning Specialist
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.
Vena Tzimas, CFP
Senior Financial Planner
Senior Financial Planner
Vena specializes in residential mortgages, lines of credit, credit cards and day to day banking. She has extensive experience in dealing with high net worth client for over 38 years.