• With over 30 years’ experience in managing wealth for individuals, foundations and corporate clients, Dean brings significant knowledge and expertise to the development of client investment strategy.
• Dean has an Economics degree from Western University and a Master of Finance (MFin) degree from Queen's University School of Business. He also holds the Chartered Investment Manager (CIM®) designation.
• Dean serves on CIBC's Investment Consulting Service (ICS) advisory committee.
• Dean serves on the Foundation board of CODE, a UNESCO award winning charity supporting literacy and learning around the world. He also is a member of the Development Cabinet of POGO (Pediatric Oncology Group of Ontario).
• Dean currently sits on the Queen's University Smith School of Business, Master of Finance Advisory Board, their Alternative Asset Fund Advisory Board, as well as serving as a guest lecturer.

• Rocco brings over 34 years of experience in the financial services industry, including more than 28 years with CIBC Wood Gundy.
• As a senior member of the team, Rocco plays a central role in shaping investment strategy, conducting in-depth portfolio analysis, and providing market and investment research tailored to each client's objectives. He also serves as a primary point of contact for high-net-worth clients, leading regular portfolio reviews and strategic discussions to ensure alignment with their evolving financial goals.
• Rocco holds an Honours Bachelor of Commerce degree from Ryerson University and the Chartered Investment Manager (CIM®) designation, reflecting his commitment to professional excellence and advanced portfolio management.

• With nearly two decades of progressive leadership in investment management, Jon brings a wealth of expertise to the team, spanning both institutional investment and high-net-worth advisory. Jon previously led a team of CIBC investment professionals, shaping investment philosophy and driving the development of recommendation lists for traditional and alternative funds.
• Previously, as Vice President at The Carlyle Group, Jon was a Portfolio Manager for equity long/short, event-driven, emerging markets, and other hedge fund strategies, delivering strategic solutions for institutional clients.
• Jon holds the Chartered Financial Analyst (CFA®) designation and a Bachelor of Commerce in Economics from the University of Guelph, currently serves on the Alternative Investment Management Association (AIMA) Canada Executive Committee, and was recognized in 2021 with AIMA Canada's Volunteer Leading Champion Award.

• David entered the financial services industry in 2017 and joined the Colling Group in 2019.
• David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, and producing the Wealthview podcast.
• David is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Investment Manager (CIM®) designation.

• Luana has over 25 years of experience in the financial services industry, including 23 years with the Colling Group.
• As a senior member of the team, Luana is very experienced in providing high level service and administration to clients. She is particularly knowledgeable with registered products (RRSP/TFSA/IPPs), trusts, estates, tax-related inquiries.

• Daniela began her career in the financial services industry in 2015, and joined CIBC Wood Gundy in 2018.
• Her primarily responsibilities are administration, account documentation, and client service.
• Daniela is a graduate of the University of Toronto, with an Honours Bachelor of Arts (BA) in History.

• Zainab holds an Honours Bachelor of Science (BSc) in Psychology from York University, providing her with a strong foundation in communication, relationship management, and understanding client needs.
• She began her career in the financial services industry in 2017 and has since gained extensive experience supporting clients with their wealth management and investment planning needs.
• Zainab is dedicated to delivering an exceptional client experience and providing the highest level of service.

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.

Chrissy is a tax and accounting professional, holding her CPA title and a Masters in Tax Law, providing her with a comprehensive understanding of the intricacies of tax law and regulations here in Canada. Over the past 9 years, she has held various positions at Deloitte, EY and national accounting firms in the tax compliance and advisory space. She uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Chrissy's role at CIBC Wealth Management is to provide comprehensive financial planning advice and recommendations to clients with specific emphasis on tax efficiency, wills, and estate and trust planning. Chrissy provides a holistic review of a client’s current situation by performing a deep discovery to learn about the family, understand the family’s goals, and assess the family’s financial position, as well as any current planning and structures in place. Chrissy works closely with the family’s other advisors to effectively identify and recommend appropriate strategies.

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.