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.
Bruno Cunsolo
CIBC Private Wealth
Bruno joined Dubin Wealth Advisory in 2024, bringing with him 25 years of experience working in the financial industry. In his most recent role as a Director and Team Lead in Private Banking, Bruno was responsible for managing banking relationships and leading a high-performing team of Private Bankers and Associates. Bruno has extensive experience in building, customizing and stewarding solutions to help meet the needs of high-net-worth clients. Bruno possesses the skills and knowledge needed to deliver exceptional client services and he strives to achieve nothing but the best for his clients.
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 CIRO registered, 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.
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.
Mehran Sayed-Zada
Administrative Assistant
Mehran is a dynamic and result-oriented financial professional with over a decade of experience in the financial industry, spanning across various sectors including retail, commercial and private banking. Mehran joined Dubin Wealth Advisory in 2024 from his most recent role as a Private Banker where he delivered custom solutions to high-net worth clients. Driven by a commitment to excellence, Mehran’s goal is to build long-lasting relationships based on superior service and guiding clients through every stage of their financial journey.
Matthew Zavaglia
Wealth Advisor
Matthew joined CIBC in January 2021 and has 15+ years of experience in the financial industry, with over a decade spent in Wealth Management, delivering unique solutions to High-Net-Worth clients and their families. As a Wealth Advisor, Matthew emphasizes the importance of understanding his clients' core values, aspirations, and goals, using this insight as the cornerstone for delivering tailored financial stewardship that empowers them to achieve their unique objectives and enhance their financial future. This is accomplished through a comprehensive financial discovery process, where Matthew delves into the core pillars of wealth management—investment management, holistic financial planning, tax optimization, and risk management.
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.
Bruno Cunsolo
Bruno joined Dubin Wealth Advisory in 2024, bringing with him 25 years of experience working in the financial industry. In his most recent role as a Director and Team Lead in Private Banking, Bruno was responsible for managing banking relationships and leading a high-performing team of Private Bankers and Associates. Bruno has extensive experience in building, customizing and stewarding solutions to help meet the needs of high-net-worth clients. Bruno possesses the skills and knowledge needed to deliver exceptional client services and he strives to achieve nothing but the best for his clients.
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 CIRO registered, 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.
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)
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Gary Muzzin
Senior Private Banking Advisor
With over 15 years experience in the banking industry, he’s gained significant experience in lending and financial planning, which gives him the capability to understand complex credit scenarios. As a Private Banker, Gary helps clients achieve their wealth goals using personalized solutions to positively help their financial outcomes. Since 2010, Gary has gained extensive experience providing custom credit solutions to medium and large private businesses. Through this work, coupled with his background in Commercial banking, Gary brings deep financial expertise to create valuable financial strategies for clients. His educational background includes a Bachelor of Commerce degree from the Gordon S. Lang School of Business and Economics (University of Guelph).
Stephanie Wong
Senior Private Banking Advisor
Working with a team of esteemed professionals, Stephanie embraces a holistic approach to banking and prides herself in providing the best possible customized solutions for her clients’ financial needs. She works closely with a wide network of specialists across the industry to ensure the team delivers on each client’s Wealth Plan. Clients count on her to be highly responsive and committed to excellent customer service to save them time and effort. She makes it a point to go above and beyond when helping clients achieve their financial goals. In addition to multiple industry-related educational training, she has completed the second level of her pursuit towards the Chartered Financial Analyst designation.
Liza Frattasi
Private Banking Associate
Liza is a client and results focused financial professional with over five years of experience in the financial industry. Her background spans across various sectors of the bank including retail and private banking. Driven by a commitment to excellence and building long lasting client relationships, she focuses on building custom credit solutions and supporting day to day banking needs.
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)
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.