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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Baker Culbert Wealth Advisory

  • Home
  • Our team
  • Testimonials
  • Our performance
    • Core strategies
    • Baker proprietary portfolios™
  • Contact us

bakerculbertteam

Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7954
Email Email us
Email Email
Telephone Number Tel

Meet Our Team

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Conrad Seguin, CIM, CFP®

Wealth Advisor

Tel:

(416) 229-1131

Email:

conrad.seguin@cibc.com

Conrad is a Certified Financial Planner® as well as a holder of the Chartered Investment Management designation (CIM). His credentials, in concert with his experience, provide him with the skills to de-complexify investment management and deliver straightforward and unique wealth strategies for clients. Having ski raced for most of his early life, Conrad learned the training discipline necessary to improve and enhance skills. He’s adopted this approach to wealth management and consistently delivers a great client experience.

 

Conrad understands that the key to building strong successful relationships is truly identifying clients’ underlying motivations and life goals. Driven by unsatiable curiosity, and underpinned by an unwavering commitment to client service, Conrad finds a tremendous amount of purpose in the profound work that we do for our clients. 

 

Outside of the office, Conrad’s two energetic and dynamic daughters keep him and his wife very active.  

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Christian Mitri, MBA

Wealth Advisor

Tel:

(416) 307-1425

Email:

christian.mitri@cibc.com

Christian has obtained his Master of Business Administration (MBA) from McMaster University, where he double majored in Finance and Strategic Business Valuation. Prior to his MBA, Christian received a Bachelor of Commerce (BCom.) from McMaster University where he had a focus in finance. Christian began his career in wealth management with another financial insitutition and quickly transitioned to CIBC Wood Gundy and the Baker Financial Team where he has been a member of the team in various roles over the years.

 

Christian’s versatility is also evident through him playing professional hockey with the Niagara Ice Dogs (OHL) as well as being an avid piano player. These experiences have taught him how to work effectively on team and how to be diligent and focused on particular tasks.

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Ryan Malion

Investment Advisor

Tel:

(416) 980-5349

Email:

ryan.malion@cibc.com

Ryan is a Wealth Advisor and has been with CIBC Wood Gundy for 8 years. Specializing in personalized wealth management, he is dedicated to helping clients navigate their financial future with confidence. Ryan’s approach to investing is grounded in building long-term relationships with clients, understanding their unique financial goals, and crafting strategies to help them succeed. His passion for financial education extends beyond his career as he believes that informed decisions are the key to achieving financial independence and security.

 

Ryan holds a bachelor’s degree in financial economics from Western University which has provided him a solid foundation in both financial theory and practical market insights. He also holds the Chartered Investment Manager designation and is licensed in Life Insurance. Ryan is married to Christine, and together they enjoy spending time outdoors with their husky, Wags.

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Nicholas Sarjeant, CFA

Financial Associate

Tel:

(416) 594-8649

Email:

nicholas.sarjeant@cibc.com

Nicholas works in the capacity of an investment analyst for the Baker Financial Group. Charged with controlling the quantitative equity and relative strength software systems, he evaluates potential investment opportunities and provides ongoing portfolio management advice to the team by leading weekly investment meetings for the discretionary investment portfolios. In pursuit of superior risk adjusted portfolio performance, Nicholas spends time deeply analyzing fundamental and statistical trends. Nicholas earned a Bachelor of Commerce (Honours) from Queen's University with a specialization in finance and holds the Chartered Financial Analyst designation. He has completed a number of Canadian Securities Institute courses.

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Lisa Barton

Associate Wealth Advisor

Tel:

(416) 594-7984

Email:

lisa.barton@cibc.ca

Lisa has been part of Bryan's team since 1989 and has become an integral part of both his business development and client service. Lisa has many qualifications, including Options license, Life and Accident and Sickness Insurance license and Professional Financial Planning certificate. Her skills and experience allow her to contribute to all aspects of the business.

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Lindsey Bentham

Associate Wealth Advisor

Tel:

(416) 956-6144

Email:

lindsey.bentham@cibc.com

Lindsey joined our team in October 2021 with four years of experience at CIBC Wood Gundy as well as roles at a major Canadian financial institution. She graduated from the University of Northern British Columbia with a Bachelor of Commerce degree in finance and relocated to Toronto in 2016. Lindsey can execute trades on behalf of our team. She has passed numerous industry courses including the CFA Level 1.

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Leslie Sharp

Financial Associate

Email:

leslie.sharp@cibc.ca

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Shekhar Kanojia

Client Associate

Tel:

(000) 000-0000

Email:

shekhar.kanojia@cibc.com

Shekhar is a Client Associate with the Baker Culbert Wealth Advisory Team, bringing in nearly 10 years of financial services experience. He holds a Post Graduate and Diploma in Banking and Finance along with industry certifications. He’s currently pursuing the CIM designations to further expand his knowledge.

 

Friendly and attentive, Shekhar is committed to providing excellent client service and building strong and long lasting relationships and goes the extra mile(sometimes two) to support client’s needs. Outside of work, he enjoys traveling, hiking, reading about science and universe, spending time with friends and practicing mindfulness.

Farah Yaquby

Client Associate

Email:

farah.yaquby@cibc.com

Farah recently joined our team as Client Associate with three years of experience in investments and Client Services Management. She holds a Bachelor of Business Administration specializing in Management. Farah’s knowledge, skills and experience significantly enhance both team’s dynamics and client interactions. 

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Cassandra Owoc

Administrative Assistant

Tel:

(416) 861-0156

Email:

Cassandra.Owoc@cibc.com

Cassandra joined our team at the end of 2024 with nearly a decade of administrative experience under her belt. Cassandra graduated from Laurentian University with a Bachelor of Arts in Theatre, later having completing a certificate in Journalism at George Brown College with a focus on online publishing. Although her work experience is mostly in medical administration and customer service, she is looking forward to adapting the skills she’s learned over the years into this role. 

 

In her spare time outside of the office, she is an avid sports fan and enjoys spending her Sundays cheering on the Buffalo Bills during football season. 

Shekhar Kanojia

Client Associate
(000) 000-0000
Opens in your telephone provided application.
shekhar.kanojia​@cibc.com
Opens in your email provided application. Opens in a new tab.

Shekhar is a Client Associate with the Baker Culbert Wealth Advisory Team, bringing in nearly 10 years of financial services experience. He holds a Post Graduate and Diploma in Banking and Finance along with industry certifications. He’s currently pursuing the CIM designations to further expand his knowledge.

 

Friendly and attentive, Shekhar is committed to providing excellent client service and building strong and long lasting relationships and goes the extra mile(sometimes two) to support client’s needs. Outside of work, he enjoys traveling, hiking, reading about science and universe, spending time with friends and practicing mindfulness.

Farah Yaquby

Client Associate
Opens in your telephone provided application.
farah.yaquby​@cibc.com
Opens in your email provided application. Opens in a new tab.

Farah recently joined our team as Client Associate with three years of experience in investments and Client Services Management. She holds a Bachelor of Business Administration specializing in Management. Farah’s knowledge, skills and experience significantly enhance both team’s dynamics and client interactions. 

Cassandra Owoc

Administrative Assistant
(416) 861-0156
Opens in your telephone provided application.
Cassandra.Owoc​@cibc.com
Opens in your email provided application. Opens in a new tab.

Cassandra joined our team at the end of 2024 with nearly a decade of administrative experience under her belt. Cassandra graduated from Laurentian University with a Bachelor of Arts in Theatre, later having completing a certificate in Journalism at George Brown College with a focus on online publishing. Although her work experience is mostly in medical administration and customer service, she is looking forward to adapting the skills she’s learned over the years into this role. 

 

In her spare time outside of the office, she is an avid sports fan and enjoys spending her Sundays cheering on the Buffalo Bills during football season. 

Conrad Seguin, CIM, CFP®

Wealth Advisor
(416) 229-1131
Opens in your telephone provided application.
conrad.seguin​@cibc.com
Opens in your email provided application. Opens in a new tab.

Conrad is a Certified Financial Planner® as well as a holder of the Chartered Investment Management designation (CIM). His credentials, in concert with his experience, provide him with the skills to de-complexify investment management and deliver straightforward and unique wealth strategies for clients. Having ski raced for most of his early life, Conrad learned the training discipline necessary to improve and enhance skills. He’s adopted this approach to wealth management and consistently delivers a great client experience.

 

Conrad understands that the key to building strong successful relationships is truly identifying clients’ underlying motivations and life goals. Driven by unsatiable curiosity, and underpinned by an unwavering commitment to client service, Conrad finds a tremendous amount of purpose in the profound work that we do for our clients. 

 

Outside of the office, Conrad’s two energetic and dynamic daughters keep him and his wife very active.  

Christian Mitri, MBA

Wealth Advisor
(416) 307-1425
Opens in your telephone provided application.
christian.mitri​@cibc.com
Opens in your email provided application. Opens in a new tab.

Christian has obtained his Master of Business Administration (MBA) from McMaster University, where he double majored in Finance and Strategic Business Valuation. Prior to his MBA, Christian received a Bachelor of Commerce (BCom.) from McMaster University where he had a focus in finance. Christian began his career in wealth management with another financial insitutition and quickly transitioned to CIBC Wood Gundy and the Baker Financial Team where he has been a member of the team in various roles over the years.

 

Christian’s versatility is also evident through him playing professional hockey with the Niagara Ice Dogs (OHL) as well as being an avid piano player. These experiences have taught him how to work effectively on team and how to be diligent and focused on particular tasks.

Ryan Malion

Investment Advisor
(416) 980-5349
Opens in your telephone provided application.
ryan.malion​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ryan is a Wealth Advisor and has been with CIBC Wood Gundy for 8 years. Specializing in personalized wealth management, he is dedicated to helping clients navigate their financial future with confidence. Ryan’s approach to investing is grounded in building long-term relationships with clients, understanding their unique financial goals, and crafting strategies to help them succeed. His passion for financial education extends beyond his career as he believes that informed decisions are the key to achieving financial independence and security.

 

Ryan holds a bachelor’s degree in financial economics from Western University which has provided him a solid foundation in both financial theory and practical market insights. He also holds the Chartered Investment Manager designation and is licensed in Life Insurance. Ryan is married to Christine, and together they enjoy spending time outdoors with their husky, Wags.

Nicholas Sarjeant, CFA

Financial Associate
(416) 594-8649
Opens in your telephone provided application.
nicholas.sarjeant​@cibc.com
Opens in your email provided application. Opens in a new tab.

Nicholas works in the capacity of an investment analyst for the Baker Financial Group. Charged with controlling the quantitative equity and relative strength software systems, he evaluates potential investment opportunities and provides ongoing portfolio management advice to the team by leading weekly investment meetings for the discretionary investment portfolios. In pursuit of superior risk adjusted portfolio performance, Nicholas spends time deeply analyzing fundamental and statistical trends. Nicholas earned a Bachelor of Commerce (Honours) from Queen's University with a specialization in finance and holds the Chartered Financial Analyst designation. He has completed a number of Canadian Securities Institute courses.

Lisa Barton

Associate Wealth Advisor
(416) 594-7984
Opens in your telephone provided application.
lisa.barton​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lisa has been part of Bryan's team since 1989 and has become an integral part of both his business development and client service. Lisa has many qualifications, including Options license, Life and Accident and Sickness Insurance license and Professional Financial Planning certificate. Her skills and experience allow her to contribute to all aspects of the business.

Lindsey Bentham

Associate Wealth Advisor
(416) 956-6144
Opens in your telephone provided application.
lindsey.bentham​@cibc.com
Opens in your email provided application. Opens in a new tab.

Lindsey joined our team in October 2021 with four years of experience at CIBC Wood Gundy as well as roles at a major Canadian financial institution. She graduated from the University of Northern British Columbia with a Bachelor of Commerce degree in finance and relocated to Toronto in 2016. Lindsey can execute trades on behalf of our team. She has passed numerous industry courses including the CFA Level 1.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.