Don Soane, B.Comm.
Don is a seasoned financial industry professional with experiance in building diversified investment portfolios that focus on the preservation and growth of capital. Don applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions.
Eduardo Chacin, CFP®, CIM®, PFP
Eduardo Chacin has over 20 years experience working in the Financial Industry. At CIBC Wood Gundy he works with Don Soane and Vivian Chan. He is responsible for building investment portfolios and comprehensive financial plans for our clients.
Eduardo is committed to putting clients interests first and ethically, competently and diligently helping them achieve their goals.
A key part of the process starts with a conversation about your life vision and your goals. We then look at the numbers and run a thorough evaluation of your investments, taxes, insurance, philanthropy and estate goals. We present the plan, implement it and establish periodic reviews to keep you on track and our team accountable.
Eduardo hold credentials seen as gold standards and a proven track record of client success.
Vivian Chan, CFP®
Vivian has been with CIBC Wood Gundy since 1998. She holds Certified Financial Planner (CFP) designation and is registered with CIRO to trade stocks, options, mutual funds and bonds. She can be reached at (416) 594 -8915 or vivian.chan@cibc.ca.
Don Soane, B.Comm.
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Don is a seasoned financial industry professional with experiance in building diversified investment portfolios that focus on the preservation and growth of capital. Don applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions.
Eduardo Chacin, CFP®, CIM®, PFP
Financial Associate
Opens in your telephone provided application. Opens in your email provided application.Eduardo Chacin has over 20 years experience working in the Financial Industry. At CIBC Wood Gundy he works with Don Soane and Vivian Chan. He is responsible for building investment portfolios and comprehensive financial plans for our clients.
Eduardo is committed to putting clients interests first and ethically, competently and diligently helping them achieve their goals.
A key part of the process starts with a conversation about your life vision and your goals. We then look at the numbers and run a thorough evaluation of your investments, taxes, insurance, philanthropy and estate goals. We present the plan, implement it and establish periodic reviews to keep you on track and our team accountable.
Eduardo hold credentials seen as gold standards and a proven track record of client success.
Vivian Chan, CFP®
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Vivian has been with CIBC Wood Gundy since 1998. She holds Certified Financial Planner (CFP) designation and is registered with CIRO to trade stocks, options, mutual funds and bonds. She can be reached at (416) 594 -8915 or vivian.chan@cibc.ca.
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