Shane Dubin, CIM
Senior Wealth Advisor
Portfolio Manager
Shane joined CIBC Wood Gundy in January 2022 and has spent his entire career in wealth management. His practice of investments started at a young age and developed over two decades with top Canadian Wealth management firms. He has made a successful transition over to CIBC Wood Gundy, one of Canada’s largest full-service investment advisory firms, and continues to strengthen and grow his business.
As a dedicated family man who has five beautiful children, Shane believes in creating customized solutions to meet all of his clients personal, family and business financial needs. His team utilizes an integrated approach encompassing wealth planning, private banking, investment management and estate and trust strategies that allow his clients to structure, preserve and optimize the wealth for their families.
Energized by the connection that investing has to world affairs, his clients value the tenacity and candor he brings to his proactive relationship management approach. Inspired by each of his clients, he takes time to listen first. As a highly trained and dedicated professional, fully committed to understanding his clients’ needs and helping them achieve their financial goals he takes great pleasure in getting to know his clients and helping get them get to where they need to be.
As a Senior Wealth Advisor and Portfolio Manager he holds multiple industry accreditations including the CSC, CPH, LLQP, PFP, OLC, and the Certified Investment Manager (CIM). Shane was honored by the Investment Industry Association of Canada (IIAC) in both 2016 and 2017 as one of the top 40 investment advisors in Canada under the age of 40.
Outside of his career, Shane enjoys being active with his children and spends time giving back to various communities. For many years, he has lent his personal support and fundraising efforts to the Baycrest Centre for Geriatric Care in Toronto, The SickKids Hospital, Brain Matters Charity, JACS Toronto for Mental Health and Addiction Support and The Beth Sholom First Foundations Community Preschool.
Hema Bissessar
Administrative Assistant
Hema began her career in financial services in 2011 after moving from New York to Toronto to attend the University of Toronto. She earned her BA in Sociology with a specialty in Crime, Deviance and Behavior. She worked in retail at a top Canadian bank before moving into Private Banking. During her time in banking, Hema received the "Best of the Best" award; demonstrating her character and support to clients and staff. Her focus lies on consistently delivering an exceptional experience for clients.
With a desire to learn more about investments, Hema joined a wealth management firm in 2017. As an Administrative Assistant, she takes pride in maintaining strong professional relationships with every client.
Andrew Bolsby
Associate Investment Advisor
Andrew joined CIBC in 2017 after graduating from Wilfrid Laurier University with an Honours degree in Applied Economics and the Business Management Option. He began his career in our back office supporting Wood Gundy branches across the country. In 2019, he transitioned to the Toronto Bay Street Wood Gundy branch, and quickly made a positive impact. Andrew’s work ethic, professionalism, and character has earned him the reputation of being a key contributor to our firm.
With a drive to learn and interest in investing, Andrew joined the Dubin Wealth Advisory team in September 2022. As an Associate Investment Advisor who is IIROC licensed, his focus will be on assisting with the management of client portfolios and trade execution, while building professional relationships with our clients.
Outside of the office, Andrew enjoys attending sporting events, spending time at the cottage, and travelling with friends and family.
Madeline Pendrith
Administrative Assistant
Madeline graduated from Queen’s university with a BA in English Literature. She has spent the majority of her career working in a customer service role, both at TD bank and then at Cineplex Entertainment. Having enjoyed her time working in the investment industry, she was excited to accept a role on a successful wealth management team in June 2022. As an administrative assistant, Maddie aims to handle client issues in a timely and helpful manner and has developed a passion for serving clients and helping them find solutions.
Shane Dubin, CIM
Shane joined CIBC Wood Gundy in January 2022 and has spent his entire career in wealth management. His practice of investments started at a young age and developed over two decades with top Canadian Wealth management firms. He has made a successful transition over to CIBC Wood Gundy, one of Canada’s largest full-service investment advisory firms, and continues to strengthen and grow his business.
As a dedicated family man who has five beautiful children, Shane believes in creating customized solutions to meet all of his clients personal, family and business financial needs. His team utilizes an integrated approach encompassing wealth planning, private banking, investment management and estate and trust strategies that allow his clients to structure, preserve and optimize the wealth for their families.
Energized by the connection that investing has to world affairs, his clients value the tenacity and candor he brings to his proactive relationship management approach. Inspired by each of his clients, he takes time to listen first. As a highly trained and dedicated professional, fully committed to understanding his clients’ needs and helping them achieve their financial goals he takes great pleasure in getting to know his clients and helping get them get to where they need to be.
As a Senior Wealth Advisor and Portfolio Manager he holds multiple industry accreditations including the CSC, CPH, LLQP, PFP, OLC, and the Certified Investment Manager (CIM). Shane was honored by the Investment Industry Association of Canada (IIAC) in both 2016 and 2017 as one of the top 40 investment advisors in Canada under the age of 40.
Outside of his career, Shane enjoys being active with his children and spends time giving back to various communities. For many years, he has lent his personal support and fundraising efforts to the Baycrest Centre for Geriatric Care in Toronto, The SickKids Hospital, Brain Matters Charity, JACS Toronto for Mental Health and Addiction Support and The Beth Sholom First Foundations Community Preschool.
Hema Bissessar
Hema began her career in financial services in 2011 after moving from New York to Toronto to attend the University of Toronto. She earned her BA in Sociology with a specialty in Crime, Deviance and Behavior. She worked in retail at a top Canadian bank before moving into Private Banking. During her time in banking, Hema received the "Best of the Best" award; demonstrating her character and support to clients and staff. Her focus lies on consistently delivering an exceptional experience for clients.
With a desire to learn more about investments, Hema joined a wealth management firm in 2017. As an Administrative Assistant, she takes pride in maintaining strong professional relationships with every client.
Andrew Bolsby
Andrew joined CIBC in 2017 after graduating from Wilfrid Laurier University with an Honours degree in Applied Economics and the Business Management Option. He began his career in our back office supporting Wood Gundy branches across the country. In 2019, he transitioned to the Toronto Bay Street Wood Gundy branch, and quickly made a positive impact. Andrew’s work ethic, professionalism, and character has earned him the reputation of being a key contributor to our firm.
With a drive to learn and interest in investing, Andrew joined the Dubin Wealth Advisory team in September 2022. As an Associate Investment Advisor who is IIROC licensed, his focus will be on assisting with the management of client portfolios and trade execution, while building professional relationships with our clients.
Outside of the office, Andrew enjoys attending sporting events, spending time at the cottage, and travelling with friends and family.
Madeline Pendrith
Madeline graduated from Queen’s university with a BA in English Literature. She has spent the majority of her career working in a customer service role, both at TD bank and then at Cineplex Entertainment. Having enjoyed her time working in the investment industry, she was excited to accept a role on a successful wealth management team in June 2022. As an administrative assistant, Maddie aims to handle client issues in a timely and helpful manner and has developed a passion for serving clients and helping them find solutions.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Dan Patel, CPA, CGA, B.Comm.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, I care about my clients and am passionate about helping them achieve their financial goals.
My associate and I manage your day-to-day banking, cash and credit management, as well as investing needs, while working closely with your other advisors.
You benefit from my access to highly qualified professionals from across the CIBC Group of Companies. They have the knowledge and experience to design effective strategies to help my clients achieve your financial goals.
- Chartered Professional Accountant (CPA)
- Certified General Accountant (CGA)
Matthew Zavaglia
Senior Private Banking Advisor
As a Senior Private Banking Advisor, I believe it is important to understand my clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
- In the financial services industry since 2008
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Dan Patel, CPA, CGA, B.Comm.
As a Senior Private Banking Advisor, I care about my clients and am passionate about helping them achieve their financial goals.
My associate and I manage your day-to-day banking, cash and credit management, as well as investing needs, while working closely with your other advisors.
You benefit from my access to highly qualified professionals from across the CIBC Group of Companies. They have the knowledge and experience to design effective strategies to help my clients achieve your financial goals.
- Chartered Professional Accountant (CPA)
- Certified General Accountant (CGA)
Matthew Zavaglia
As a Senior Private Banking Advisor, I believe it is important to understand my clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them.
I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
- In the financial services industry since 2008
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.