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

The Derek Small Financial Group

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About us

Address 3115 Harvester Road Suite 100 Burlington ON, L7N 3N8
Telephone Number (905) 631-3569
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Meet the team

Derek Small

Derek Small, CFA, FMA, FCSI

Senior Wealth Advisor, Senior Portfolio Manager
(905) 631-3568
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Derek.Small@cibc.ca
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Derek has over 25 years of financial industry experience with CIBC Wood Gundy. His extensive professional credentials are forefront in Derek's key role of constructing and managing portfolios to achieve each client's personal goals. His particular focus is on direct security investment techniques and portfolio modeling, working with equities, fixed income instruments, as well as derivatives.

Derek graduated from the University of Toronto in 1995, with a Bachelor of Arts in Economics. In 2005, he fulfilled the necessary qualifications to be awarded the Fellow of the Canadian Securities Institute (FCSI) designation and earned the Chartered Financial Analyst (CFA) designation in the same year. Derek also holds the Financial Management Advisor (FMA) designation and is a licensed Investment Advisor and Portfolio Manager.

Derek lives in Burlington with his family, where he enjoys being active in his community with specific interests in cycling, music and automobiles. He is a past team leader in CIBC's Run for the Cure, in support of breast cancer research, winning multiple community challenge awards.

 
Heidi Schuhmacher

Heidi Schuhmacher

Financial Associate
(905) 631-3569
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Heidi.Schuhmacher@cibc.ca
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Heidi joined the Derek Small Financial Group in 2007 as a Financial Associate. Heidi is a problem solver, eager to provide the best advice and solutions, whatever the challenge. Her primary responsibility is to be the first line of contact for all clients and she prides herself on providing quick responses and thorough execution of tasks in a professional manner. Heidi's primary objective is to provide clients with the best possible service. 

 
Noel McCabe

Noel McCabe, CIM

Associate Investment Advisor
(905) 631-3571
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Noel.McCabe1@cibc.com
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Noel is a 20-year veteran of the financial industry and is experienced with servicing the needs of high-net-worth individuals. The broad knowledge of finance that Noel has gained over time and additional education complements and deepens the abilities of the team. Noel is primarily responsible for assisting with portfolio management and financial planning.

Noel holds the Canadian Investment Manager (CIM™) designation, as well as other industry related course completions.

 
Michael Laskaris

Michael Laskaris

Financial Associate
(905) 631-3570
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Michael.Laskaris@cibc.ca
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In conjunction with other team members, supporting our clients as a Financial Associate is Michael Laskaris. Michael joined CIBC Wood Gundy in 2017, having rapidly developed his skills since then. Michael is the consummate investment professional. As an Investment Representative, Michael’s responsibilities encompass supporting all aspects of portfolio management and securities trading. Michael is an economics graduate of Sir Wilfrid Laurier University, where he also obtained a psychology minor. He continues to expand his repertoire of financial courses and is working to achieve the Canadian Investment Manager (CIM™) certification. 

 
Kristine Werner

Tina Werner

Administrative Assistant
(905) 631-3563
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Kristina.Werner1@cibc.com
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Tina has worked in the financial services industry for over 17 years in various positions, including insurance and estate planning, client services and back-office product management. She took an extended maternity leave after the birth of her son, Jack, in 2016, and re-joined the industry to work alongside her spouse, Derek Small, on a part-time basis in September 2021. Tina assists with a variety of administrative duties for the team. 

 
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Our partners

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

Manjit Dhir

Manjit Dhir, BA, CFP, CLU, CHS

Estate Planning Specialist

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

Manuel Rebelo

Manuel Rebelo, CPCA, TEP

Director, Trust and Estate

Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.

Manjit Dhir

Manjit Dhir, BA, CFP, CLU, CHS

Estate Planning Specialist
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Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

Manuel Rebelo

Manuel Rebelo, CPCA, TEP

Director, Trust and Estate
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Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.

 
 
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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.