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.
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.
Ray Wang
Client Associate
Ray is an experienced financial professional who began his career with other leading Canadian banks and brokerages before joining CIBC Wood Gundy. He holds a Bachelor of Arts with a specialization in Finance from the University of Western Ontario and a Master of Finance degree from the Schulich School of Business at York University. Ray is an integral part of the team—assisting with securities and options trading, and supporting client service requests. He is dedicated to ensuring a secure and seamless experience for clients throughout their financial journey.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Anne-Marie Isaacson, CLU, CHS
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
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.
Winnie Ho
With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.
Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.
Anne-Marie Isaacson, CLU, CHS
Senior Estate Planning Specialist
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
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.
Winnie Ho
Wealth Strategist
With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.
Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.