Avin Mehra, M.Sc., LLB, CIM, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Avin brings decades of experience in the financial services industry, having begun trading options in London, England, in 1981. He holds a Master of Science and a Bachelor of Law degree from Delhi University, India, and has developed expertise in mid-level and senior roles at both Indian and international banks across five countries.
Currently, Avin is a Senior Wealth Advisor and Senior Portfolio Manager at CIBC Private Wealth, where he leads a successful wealth management practice dedicated to providing comprehensive investment solutions. His team strives to achieve portfolio returns through the strategic implementation of covered-call writing and cash-covered put options. The team actively invests in blue-chip stocks, ETFs, and indices on North American exchanges, utilizing fundamental and technical analysis, along with independent research, to design diversified investment portfolios tailored to each client's goals.
Avin frequently presents seminars covering a range of topics, including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, he oversees fee-based accounts on a discretionary basis. Additionally, Avin serves on the Montreal Exchange's expert panel, focusing on educating portfolio managers and retail investors on the effective utilization of options.
Ankit Mehra, CFA
Portfolio Manager
As a CFA Charterholder, Ankit contributes significantly to his team by assisting with stock selection, portfolio rebalancing, team branding, and options trading. He is recognized for his prompt and comprehensive responses to daily requests, consistently providing exceptional, personalized service to clients. Ankit is currently enrolled in the part-time accelerated MBA program at the Schulich School of Business and is a member of the CFA Society of Toronto.
He holds a Bachelor of Business Administration from the Schulich School of Business where he specialized in Finance and Economics. Ankit actively served as an Ambassador for the Montreal Exchange, focusing on educating undergraduate and graduate students about derivatives. Additionally, he completed his final semester abroad at the University of St. Gallen in Switzerland, where he gained valuable insights into the Swiss economic environment and examined strategies for local SMEs to expand into emerging markets such as India and China. Ankit has been an integral member of the Mehra Wealth Management Group since 2012.
Avin Mehra, M.Sc., LLB, CIM, FCSI
Avin brings decades of experience in the financial services industry, having begun trading options in London, England, in 1981. He holds a Master of Science and a Bachelor of Law degree from Delhi University, India, and has developed expertise in mid-level and senior roles at both Indian and international banks across five countries.
Currently, Avin is a Senior Wealth Advisor and Senior Portfolio Manager at CIBC Private Wealth, where he leads a successful wealth management practice dedicated to providing comprehensive investment solutions. His team strives to achieve portfolio returns through the strategic implementation of covered-call writing and cash-covered put options. The team actively invests in blue-chip stocks, ETFs, and indices on North American exchanges, utilizing fundamental and technical analysis, along with independent research, to design diversified investment portfolios tailored to each client's goals.
Avin frequently presents seminars covering a range of topics, including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, he oversees fee-based accounts on a discretionary basis. Additionally, Avin serves on the Montreal Exchange's expert panel, focusing on educating portfolio managers and retail investors on the effective utilization of options.
Ankit Mehra, CFA
As a CFA Charterholder, Ankit contributes significantly to his team by assisting with stock selection, portfolio rebalancing, team branding, and options trading. He is recognized for his prompt and comprehensive responses to daily requests, consistently providing exceptional, personalized service to clients. Ankit is currently enrolled in the part-time accelerated MBA program at the Schulich School of Business and is a member of the CFA Society of Toronto.
He holds a Bachelor of Business Administration from the Schulich School of Business where he specialized in Finance and Economics. Ankit actively served as an Ambassador for the Montreal Exchange, focusing on educating undergraduate and graduate students about derivatives. Additionally, he completed his final semester abroad at the University of St. Gallen in Switzerland, where he gained valuable insights into the Swiss economic environment and examined strategies for local SMEs to expand into emerging markets such as India and China. Ankit has been an integral member of the Mehra Wealth Management Group since 2012.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
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.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
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.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.