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

Carmosino Wealth Management

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  • About us
    • Our team
    • Our strategy
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    • Investment Consulting Service
  • Market insights
  • Community
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Our team

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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
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OUR TEAM

We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.

Rizwan Moorji

Rizwan Moorji, CIM, BA

Portfolio Manager

Tel:

(514) 846-3641
Opens in your telephone provided application.

Email:

rizwan.moorji​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Rizwan holds a BA Honors in Economics, the CIM designation and is currently a CFA Candidate. Rizwan specializes in quantitative analysis, securities research and account reporting. His role is to assist in trade executions and asset allocation strategies.

Nicholas Papadatos

Nicholas Papadatos, B.Comm.

Client Associate

Tel:

(514) 846-3506
Opens in your telephone provided application.

Email:

nicholas.papadatos​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Nick holds a B.Comm from the John Molson School of Business, Majoring in Finance with a Minor in Marketing and is an CIRO licensed Investment Representative. He supports the team through quantitative analysis, tax and performance reporting as well as asset allocation strategies. He is currently a level 2 CFA candidate.

Filomena Catallozzi

Filomena Catallozzi

Client Associate

Tel:

(514) 846-3559
Opens in your telephone provided application.

Email:

filomena.catallozzi​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Filomena has over 20 years of experience in the financial services industry and is a CIRO licensed Investment Representative. She is in charge of all administrative, compliance and operational duties for the team.

Darren Carmosino

Senior Portfolio Manager
Senior Wealth Advisor

Tel:

(514) 846-3678
Opens in your telephone provided application.

Email:

darren.carmosino​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Since 1997 Darren has provided wealth management solutions to affluent individuals, foundations and corporations. During this time, Darren's practice has grown to be one of the premier investment advisory teams at CIBC Wood Gundy throughout Canada. He prides himself in dedicating his time and energy to his clients. This is why his clients have entrusted him with over 1 billion dollars of their assets. On a personal note, Darren is a strong supporter of the CIBC Run for the Cure that helps raise funds for finding a cure for breast cancer, as well as he is heavily involved in supporting causes for the Montreal Children's Hospital.

Rizwan Moorji

Rizwan Moorji, CIM, BA

Portfolio Manager

Tel:

(514) 846-3641
Opens in your telephone provided application.

Email:

rizwan.moorji​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Rizwan holds a BA Honors in Economics, the CIM designation and is currently a CFA Candidate. Rizwan specializes in quantitative analysis, securities research and account reporting. His role is to assist in trade executions and asset allocation strategies.

Nicholas Papadatos

Nicholas Papadatos, B.Comm.

Client Associate

Tel:

(514) 846-3506
Opens in your telephone provided application.

Email:

nicholas.papadatos​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Nick holds a B.Comm from the John Molson School of Business, Majoring in Finance with a Minor in Marketing and is an CIRO licensed Investment Representative. He supports the team through quantitative analysis, tax and performance reporting as well as asset allocation strategies. He is currently a level 2 CFA candidate.

Filomena Catallozzi

Filomena Catallozzi

Client Associate

Tel:

(514) 846-3559
Opens in your telephone provided application.

Email:

filomena.catallozzi​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Filomena has over 20 years of experience in the financial services industry and is a CIRO licensed Investment Representative. She is in charge of all administrative, compliance and operational duties for the team.

Darren Carmosino

Senior Portfolio Manager
Senior Wealth Advisor

Tel:

(514) 846-3678
Opens in your telephone provided application.

Email:

darren.carmosino​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Since 1997 Darren has provided wealth management solutions to affluent individuals, foundations and corporations. During this time, Darren's practice has grown to be one of the premier investment advisory teams at CIBC Wood Gundy throughout Canada. He prides himself in dedicating his time and energy to his clients. This is why his clients have entrusted him with over 1 billion dollars of their assets. On a personal note, Darren is a strong supporter of the CIBC Run for the Cure that helps raise funds for finding a cure for breast cancer, as well as he is heavily involved in supporting causes for the Montreal Children's Hospital.

Rizwan Moorji

Rizwan Moorji, CIM, BA

Portfolio Manager

Tel:

(514) 846-3641
Opens in your telephone provided application.

Email:

rizwan.moorji​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Rizwan holds a BA Honors in Economics, the CIM designation and is currently a CFA Candidate. Rizwan specializes in quantitative analysis, securities research and account reporting. His role is to assist in trade executions and asset allocation strategies.

headshot

Darren Carmosino

Senior Portfolio Manager

Senior Wealth Advisor

Tel:

(514) 846-3678

Email:

darren.carmosino​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Since 1997 Darren has provided wealth management solutions to affluent individuals, foundations and corporations. During this time, Darren's practice has grown to be one of the premier investment advisory teams at CIBC Wood Gundy throughout Canada. He prides himself in dedicating his time and energy to his clients. This is why his clients have entrusted him with over 1 billion dollars of their assets. On a personal note, Darren is a strong supporter of the CIBC Run for the Cure that helps raise funds for finding a cure for breast cancer, as well as he is heavily involved in supporting causes for the Montreal Children's Hospital.

Rizwan Moorji

Rizwan Moorji, CIM, BA

Portfolio Manager

Tel:

(514) 846-3641

Email:

rizwan.moorji​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Rizwan holds a BA Honors in Economics, the CIM designation and is currently a CFA Candidate. Rizwan specializes in quantitative analysis, securities research and account reporting. His role is to assist in trade executions and asset allocation strategies.

Nicholas Papadatos

Nicholas Papadatos, B.Comm.

Client Associate

Tel:

(514) 846-3506

Email:

nicholas.papadatos​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Nick holds a B.Comm from the John Molson School of Business, Majoring in Finance with a Minor in Marketing and is an CIRO licensed Investment Representative. He supports the team through quantitative analysis, tax and performance reporting as well as asset allocation strategies. He is currently a level 2 CFA candidate.

Filomena Catallozzi

Filomena Catallozzi

Client Associate

Tel:

(514) 846-3559

Email:

filomena.catallozzi​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Filomena has over 20 years of experience in the financial services industry and is a CIRO licensed Investment Representative. She is in charge of all administrative, compliance and operational duties for the team.

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Mireille Rakotonjanahary

Mireille Rakotonjanahary, F.Pl., MBA, BA

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.

Marco Leccese

Marco Leccese, CIM, F.Pl.

Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.

Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.

Mireille Rakotonjanahary

Mireille Rakotonjanahary, F.Pl., MBA, BA

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Creating peace of mind for clients drives Mireille’s business philosophy. Her role is to outline solutions to affluent investors who are concerned about the growth and the preservation of their estate legacy and whose complex estate and tax planning needs demand clear and sound strategies. Mireille’s unique process ensures clients are comfortable with their estate planning solutions and are in line with their unique goals and objectives. She has been working in the area of financial and estate planning since 2001.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.