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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Geoffrey Pennal Advisory Group

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About us

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-8686
Email Email us
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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Geoffrey Pennal

Geoffrey Pennal, CIM, FCSI

Investment Advisor

Portfolio Manager

Tel:

(416) 594-8686

Tel:

(416) 522-2187

Email:

geoffrey.pennal@cibc.ca

Having spent 14 years in the investment business, Geoffrey Pennal has the experience to guide his clients through the myriad of different products and cycles in the investment world. In addition to obtaining the Chartered Investment Manager (CIM) designation, he has also been recognized as a Fellow of the Canadian Securities Institute (FCSI). The FCSI is reserved for individuals who have met the highest standards of ethics, education and experience in the industry.

Geoff's experience and skill have led him to be granted the Portfolio Manager designation. This allows Geoff to manage his client portfolios on a discretionary basis when called for.

Using a comprehensive five-step plan, Geoff positions his clients to achieve their financial goals. Every individual, family, foundation and business has its own needs and constraints. Geoffrey's plan builds an investment strategy tailored to your specific needs.

Geoff uses an advanced, data-oriented portfolio analysis tool to help identify which securities his clients should own, and which ones they should sell. Adhering to this strategy ensures that his clients are invested in companies for fundamentally the right reasons, and that emotion is not part of the decision making process. The by-product of this disciplined approach is performance.

Full accessibility to clients, active communication with clients, professional execution of client orders - these are the cornerstones of Geoff's practice.

Mitchell Resendes

Mitchell Resendes

Client Associate

Tel:

(416) 594-8584

Email:

mitchell.resendes@cibc.ca

Mitchell joined CIBC in late 2018 and is the newest addition to the team. Mitchell's science background makes him a good fit, as he provides a keen perspective for the team's financial research and portfolio management. He currently assists with client administration and the creation of customized security models. Being new to the business he is eager to work hard for the team's existing client base and develop his education in the field. Mitchell has completed the CSC and CPH courses and is well on his way to becoming IIROC licensed as a Registered Representative. Mitchell attended the University of Toronto and completed his undergrad majoring in Molecular Biology. He was born and raised in Mississauga and has enjoyed the transition into the city life. For activities Mitchell enjoys swimming laps, power lifting and spending weekends at cottages in Orillia and his family's grape farm in Caledon.

Galen Snutch

Galen Snutch

Client Associate

Tel:

(416) 594-8887

Email:

galen.snutch@cibc.ca

Galen joined CIBC in 2015 and has since been assisting clients with their investing and lending needs. Galen's entrepreneurial background allows him to have a unique perspective when working with clients on strategies to achieve their goals and aspirations. He currently assists with creation and management of customized plans for a variety of high net worth clients. He is IIROC licensed as a Registered Representative and will be assisting clients with placing trades and account opening procedures. Galen attended Seneca college in Toronto and completed the General Business program. He has also completed multiple courses with the Canadian Securities Institute including the Canadian Securities Course and Portfolio Management Techniques. Galen is currently in the process of obtaining his Chartered Investment Manager designation (CIM). He was born and raised in Unionville and moved down to Toronto (Leslieville) in early 2014 where he currently lives with his wife. Galen enjoys staying active on the golf course, hockey rink and on a weekend can be found up in cottage country.

Geoffrey Pennal

Geoffrey Pennal, CIM, FCSI

Investment Advisor
Portfolio Manager
(416) 594-8686
(416) 522-2187
geoffrey.pennal​@cibc.ca

Having spent 14 years in the investment business, Geoffrey Pennal has the experience to guide his clients through the myriad of different products and cycles in the investment world. In addition to obtaining the Chartered Investment Manager (CIM) designation, he has also been recognized as a Fellow of the Canadian Securities Institute (FCSI). The FCSI is reserved for individuals who have met the highest standards of ethics, education and experience in the industry.

Geoff's experience and skill have led him to be granted the Portfolio Manager designation. This allows Geoff to manage his client portfolios on a discretionary basis when called for.

Using a comprehensive five-step plan, Geoff positions his clients to achieve their financial goals. Every individual, family, foundation and business has its own needs and constraints. Geoffrey's plan builds an investment strategy tailored to your specific needs.

Geoff uses an advanced, data-oriented portfolio analysis tool to help identify which securities his clients should own, and which ones they should sell. Adhering to this strategy ensures that his clients are invested in companies for fundamentally the right reasons, and that emotion is not part of the decision making process. The by-product of this disciplined approach is performance.

Full accessibility to clients, active communication with clients, professional execution of client orders - these are the cornerstones of Geoff's practice.

Mitchell Resendes

Mitchell Resendes

Client Associate
(416) 594-8584
mitchell.resendes​@cibc.ca

Mitchell joined CIBC in late 2018 and is the newest addition to the team. Mitchell's science background makes him a good fit, as he provides a keen perspective for the team's financial research and portfolio management. He currently assists with client administration and the creation of customized security models. Being new to the business he is eager to work hard for the team's existing client base and develop his education in the field. Mitchell has completed the CSC and CPH courses and is well on his way to becoming IIROC licensed as a Registered Representative. Mitchell attended the University of Toronto and completed his undergrad majoring in Molecular Biology. He was born and raised in Mississauga and has enjoyed the transition into the city life. For activities Mitchell enjoys swimming laps, power lifting and spending weekends at cottages in Orillia and his family's grape farm in Caledon.

Galen Snutch

Galen Snutch

Client Associate
(416) 594-8887
galen.snutch​@cibc.ca

Galen joined CIBC in 2015 and has since been assisting clients with their investing and lending needs. Galen's entrepreneurial background allows him to have a unique perspective when working with clients on strategies to achieve their goals and aspirations. He currently assists with creation and management of customized plans for a variety of high net worth clients. He is IIROC licensed as a Registered Representative and will be assisting clients with placing trades and account opening procedures. Galen attended Seneca college in Toronto and completed the General Business program. He has also completed multiple courses with the Canadian Securities Institute including the Canadian Securities Course and Portfolio Management Techniques. Galen is currently in the process of obtaining his Chartered Investment Manager designation (CIM). He was born and raised in Unionville and moved down to Toronto (Leslieville) in early 2014 where he currently lives with his wife. Galen enjoys staying active on the golf course, hockey rink and on a weekend can be found up in cottage country.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nunzio Rucchetta

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. 

Eduardo Chacin

Eduardo Chacin, CFP, PFP, CIM

Financial Planning Specialist

Estate Planning Specialist

Email:

eduardo.chacin@cibc.ca

Eduardo currently builds and delivers comprehensive financial plans for our high-net-worth clients. He has played key roles supporting technology, financial planning and portfolio management projects across Canada and holds credentials that demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of our clients' unique financial situations.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Nunzio Rucchetta

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. 

Eduardo Chacin

Eduardo Chacin, CFP, PFP, CIM

Financial Planning Specialist
Estate Planning Specialist
eduardo.chacin​@cibc.ca

Eduardo currently builds and delivers comprehensive financial plans for our high-net-worth clients. He has played key roles supporting technology, financial planning and portfolio management projects across Canada and holds credentials that demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of our clients' unique financial situations.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.