François Guy, B.Comm., CIM®
Portfolio Manager
Senior Wealth Advisor
François has a B.A. in business from McGill University and has been working in the financial services sector since 1993. He currently serves as the treasurer of three large foundations and is an active member of his community.
For François, the relationship that he builds with his clients is extremely important. For that reason, he listens to each of his clients and establishes their profile and risk tolerance as per their objectives. Many of his tasks involve developing Investment Policy Statements (IPS), recommending proper asset allocations and selecting investment managers. François also deals with a lot of CIBC's partners to coordinate his clients' financial plans, as well as external notaries, lawyers, accountants and tax specialist.
Giving back to the community and philanthropy are very important for François. He has been part of the Toujours Ensemble non-profit organization's board for many years, dedicating both time and energy to this great cause.
He is a father of 3 young boys and loves spending time with them in search of new adventures.
Eric Roy, CFA, M.Sc.
Associate Portfolio Manager
Eric joined CIBC Wood Gundy in 2014 and our team in January 2018. He hold a B.A. and M.Sc. in finance from the University of Sherbrooke. For the first eight years of his career, Eric traded U.S. listed securities where he managed automated strategies.Eric is a CFA Charterholder and a member of the CFA Montreal organization. His responsibilities within the team are diverse. He establishes the client's profile and risk tolerance as per their objectives. He works alongside François to create and monitor Investment Policy Statements (IPS), reviews and rebalances clients' portfolios accordingly, and builds model portfolios and selects investment managers. Eric is also options registered.
Eric's passion, besides finance, is biking. Every year, he raises funds and takes part of the Tour CIBC Charles-Bruneau, which supports the Fondation Charles-Bruneau, whose missions is to give Quebec children with cancer the best chances of recovery.
George Gaydos
Financial Associate
George joined our team in 2015. He has been working with CIBC Wood Gundy for over 25 years and has been in the financial services sector for nearly 30 years. George's main responsibility in the group is to work with the clients, along side François, to meet their investment objectives. His knowledge and passion for the financial world are what make George a valuable member of the team.
In his spare time, you will find George spending quality time with his wife and 2 boys.
Martine Aubry
Administrative Associate
Martine joined our team in January 2015 and has over 25 years of experience in the financial industry.
Providing exceptional client service and responding to client inquiries in a quick and detailed manner are one of Martine's top priority. She also answers clients' transactional inquiries and executes shares, mutual fund and fixed income securities transactions for clients.
In her spare time, Martine enjoys spending time on her boat, and traveling the world in search for new adventures!
Tom Cordisco
Client Associate
Tom has a passion for the stock market. With a relentless drive to delve deeper into financial intricacies, he not only loves finance but also aims to push his studies further. Tom joined the team in July 2023 and has been in the financial industry for the past 3 years. His main focus within the group is to assist clients, alongside François, Eric, and the rest of the team, in achieving their investment objectives.
In his spare time, Tom enjoys motorcycling, traveling, and spending quality time with family and friends
Mohamad Kassem
Client Associate
Mohamad joined our team in June 2024. He holds a Bachelor of Commerce degree with a major in Finance from Concordia University. He started working in the financial industry after graduating from university.
His passion towards the industry, coupled with his degree, naturally positioned him to start his career in this field.
In addition to being passionate about Finance, he is an avid soccer and basketball fan. He watches and plays both sports. He also enjoys traveling and discovering new places.
Klara Pelland
Administrative Assistant
Klara joined the team in November 2024, bringing a fresh perspective and three years of experience in the financial industry. She specializes in managing account openings, streamlining administrative processes, and ensuring that every interaction with our clients reflects the highest level of care and professionalism. Klara is passionate about creating a seamless and personalized experience for every client and her proactive approach and attention to detail make her an invaluable resource for both our clients and our team.
With a Bachelor of Commerce degree from the University of Ottawa and a commitment to continuous learning, Klara is actively pursuing industry-recognized designations to deepen her expertise and better serve our clients. Beyond her professional role, Klara’s love for cooking and traveling fuels her curiosity and appreciation for diverse cultures. She brings the same enthusiasm and creativity to her work, always striving to deliver exceptional service and build lasting relationships.
François Guy, B.Comm., CIM®
François has a B.A. in business from McGill University and has been working in the financial services sector since 1993. He currently serves as the treasurer of three large foundations and is an active member of his community.
For François, the relationship that he builds with his clients is extremely important. For that reason, he listens to each of his clients and establishes their profile and risk tolerance as per their objectives. Many of his tasks involve developing Investment Policy Statements (IPS), recommending proper asset allocations and selecting investment managers. François also deals with a lot of CIBC's partners to coordinate his clients' financial plans, as well as external notaries, lawyers, accountants and tax specialist.
Giving back to the community and philanthropy are very important for François. He has been part of the Toujours Ensemble non-profit organization's board for many years, dedicating both time and energy to this great cause.
He is a father of 3 young boys and loves spending time with them in search of new adventures.
Eric Roy, CFA, M.Sc.
Eric joined CIBC Wood Gundy in 2014 and our team in January 2018. He hold a B.A. and M.Sc. in finance from the University of Sherbrooke. For the first eight years of his career, Eric traded U.S. listed securities where he managed automated strategies.Eric is a CFA Charterholder and a member of the CFA Montreal organization. His responsibilities within the team are diverse. He establishes the client's profile and risk tolerance as per their objectives. He works alongside François to create and monitor Investment Policy Statements (IPS), reviews and rebalances clients' portfolios accordingly, and builds model portfolios and selects investment managers. Eric is also options registered.
Eric's passion, besides finance, is biking. Every year, he raises funds and takes part of the Tour CIBC Charles-Bruneau, which supports the Fondation Charles-Bruneau, whose missions is to give Quebec children with cancer the best chances of recovery.
George Gaydos
George joined our team in 2015. He has been working with CIBC Wood Gundy for over 25 years and has been in the financial services sector for nearly 30 years. George's main responsibility in the group is to work with the clients, along side François, to meet their investment objectives. His knowledge and passion for the financial world are what make George a valuable member of the team.
In his spare time, you will find George spending quality time with his wife and 2 boys.