Alan Dorland, CIM, FCSI
Alan began his investment career in 1986, and is well respected in the investment community for his ability to successfully navigate the equity markets for his clients. An accomplished investor, Alan's educational background is a business degree in accounting. He is constantly monitoring global developments and seeking investment opportunities. This expertise provides clients' portfolios with diversification around the world. Experience and wisdom define his ability to help clients first determine their personal and financial goals, and then create a realistic investment strategy to reach their objectives. The satisfaction of helping clients accomplish their life goals is a rewarding experience that has driven his passion for the investment industry the past 25 years.
Kelly Leon
Kelly has been in the financial services industry for over 20 years, and joined Alan's Team in 2018 providing administrative support and exceptional client service.
Kelly is a graduate of Acadia University with a Bachelor of Business Administration (BBA). She is licensed to trade in all securities, including recently completing her options course. She is registered with CIRO as an Investment Dealer Representative and is also holds the CIM (Chartered Investment Manager) designation.
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
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.
Crina Hodis, B.Sc., CFP
Private Banking Advisor
Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.
Raj Dhawan, MBA, CLU, PFP
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Nunzio Rucchetta
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.
Crina Hodis, B.Sc., CFP
Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.