OUR TEAM
Dean Colling
Senior Wealth Advisor
Senior Portfolio Manager
- 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 the 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 Letterio
Senior Wealth Advisor
- Rocco has 30 years of financial industry experience with the CIBC group of companies including over 21 years with CIBC Wood Gundy.
- As a senior team member, Rocco is responsible for assisting in the development of overall investment strategy and performs detailed client portfolio analysis and investment research.
- Rocco has a Bachelor of Commerce degree from Ryerson University and holds the Chartered Investment Manager (CIM) designation.
Alex Abyaneh
Associate Investment Advisor
- Alex has more than a decade of experience in the financial services industry, spending several years working in Europe prior to moving to Canada.
- Having received a doctorate degree (PhD) in Finance in addition to a Master’s degree in Research and Financial Accounting from Université Grenoble Alpes in France, Alex also attended the Sprott School of Business at Carleton University to receive his MBA.
- Alex holds the Chartered Investment Manager (CIM) designation.
- Coming from an extensive academic background, Alex has been active in teaching others pursuing a post-secondary education in finance. He has been an instructor at York University’s Schulich School of Business’ Master of Finance program and a guest lecturer at Schulich’s Health Industry MBA program.
- As a senior member of the team, Alex is focused on asset allocation and macro strategy, along with managing our due diligence process.
- Alex is fluent in French and Farsi.
Luana Farina
Client Associate
- Luana has over 20 years of experience in the financial services industry, including 17 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/RRIFs, TFSAs, IPPs), trusts, and tax related inquiries.
- Luana is licensed as an Investment Representative.
David Fawcett
Financial Associate
- David began his career at one of Canada’s largest mutual fund companies before joining CIBC in 2019.
- David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, client reporting, and producing the Wealthview podcast.
- David currently holds the QAFP® certification and the Chartered Investment Manager (CIM®) designation.
Zainab Al Tukmachi
Client Associate
- Zainab began her career in the financial services industry in 2017 after completing her studies at York University.
- She has meticulous attention to detail and is committed to providing clients with the highest level of service.
- Zainab is licensed as an investment representative.
Colin Shea
Client Associate
- Colin is a University of Guelph graduate, with a Bachelor of Commerce and a specialization in Finance.
- Prior to joining CIBC, Colin had several internships at wealth management firms in Toronto.
- Colin provides administrative support and produces custom reporting.
Daniela Bubersky
Client Associate
- 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 degree in History.
Nunzio Rucchetta
Estate Planning Specialist
- Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs.
- He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Aram Agopian
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.
- 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 philanthropic aspirations and future generations.
- He has earned several industry designations, including the 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.
Natalie Bender
Senior Trust And Estate Consultant
- Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative.
- Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Jamie Golombek
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.
Dean Colling
Senior Wealth Advisor
Senior Portfolio Manager
- 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 the 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 Letterio
Senior Wealth Advisor
- Rocco has 30 years of financial industry experience with the CIBC group of companies including over 21 years with CIBC Wood Gundy.
- As a senior team member, Rocco is responsible for assisting in the development of overall investment strategy and performs detailed client portfolio analysis and investment research.
- Rocco has a Bachelor of Commerce degree from Ryerson University and holds the Chartered Investment Manager (CIM) designation.
Alex Abyaneh
Associate Investment Advisor
- Alex has more than a decade of experience in the financial services industry, spending several years working in Europe prior to moving to Canada.
- Having received a doctorate degree (PhD) in Finance in addition to a Master’s degree in Research and Financial Accounting from Université Grenoble Alpes in France, Alex also attended the Sprott School of Business at Carleton University to receive his MBA.
- Alex holds the Chartered Investment Manager (CIM) designation.
- Coming from an extensive academic background, Alex has been active in teaching others pursuing a post-secondary education in finance. He has been an instructor at York University’s Schulich School of Business’ Master of Finance program and a guest lecturer at Schulich’s Health Industry MBA program.
- As a senior member of the team, Alex is focused on asset allocation and macro strategy, along with managing our due diligence process.
- Alex is fluent in French and Farsi.
Luana Farina
Client Associate
- Luana has over 20 years of experience in the financial services industry, including 17 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/RRIFs, TFSAs, IPPs), trusts, and tax related inquiries.
- Luana is licensed as an Investment Representative.
David Fawcett
Financial Associate
- David began his career at one of Canada’s largest mutual fund companies before joining CIBC in 2019.
- David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, client reporting, and producing the Wealthview podcast.
- David currently holds the QAFP® certification and the Chartered Investment Manager (CIM®) designation.
Zainab Al Tukmachi
Client Associate
- Zainab began her career in the financial services industry in 2017 after completing her studies at York University.
- She has meticulous attention to detail and is committed to providing clients with the highest level of service.
- Zainab is licensed as an investment representative.
Colin Shea
Client Associate
- Colin is a University of Guelph graduate, with a Bachelor of Commerce and a specialization in Finance.
- Prior to joining CIBC, Colin had several internships at wealth management firms in Toronto.
- Colin provides administrative support and produces custom reporting.
Daniela Bubersky
Client Associate
- 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 degree in History.
Nunzio Rucchetta
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab. - Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs.
- He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Aram Agopian
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab. - 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.
- 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 philanthropic aspirations and future generations.
- He has earned several industry designations, including the 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.
Natalie Bender
Senior Trust And Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab. - Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative.
- Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Jamie Golombek
Managing Director Tax And Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab. - 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.