George Anthony, CFP®, FMA, CIM®
With a strong foundation in both private banking and investment advisory, George is dedicated to delivering tailored financial strategies that support his clients’ long-term goals and evolving needs.
George began his career in the Indian financial markets, working with leading institutions including the National Stock Exchange of India and Deutsche Bank. Since moving to Canada, he has held progressively senior roles at CIBC, including Senior Private Banking Advisor and Community General Manager, before joining CIBC Wood Gundy. His diverse background allows him to approach wealth management with a truly global and strategic perspective.
He holds multiple designations including CERTIFIED FINANCIAL PLANNER®, Chartered Investment Manager (CIM®), and Financial Management Advisor (FMA), and has a deep understanding of portfolio construction, retirement planning, tax-efficient strategies, and investment solutions.
Known for his integrity, relationship-focused approach, and commitment to client success, George partners closely with individuals, families, and business owners to help them navigate complex financial decisions with confidence.
Mae Fernandes
Mae has over 15 years of experience in Wealth Management in Canada and from UAE.
As a Client Associate, her objective is to deliver exceptional customer service involving administrative and investment support. She is dedicated to supporting clients in reaching their financial goals & in earning their trust by addressing their requests with professionalism & efficiency. Mae’s international work exposure has given her valuable insight into diverse cultures and a deep appreciation for their unique perspectives. This greatly enhances her ability to foster strong, meaningful relationships with clients and deliver added value.
Mae holds a MSc.in Finance from Heriot-Watt University (Dubai Campus). She strongly believes and consistently pursues lifelong learning, reflecting her strong dedication to professional growth and excellence.
Outside of work, Mae enjoys reading history and geopolitics.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
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®)
Brian Cabral, CFP®, CLU, TEP, FEA
Estate Planning Specialist
Brian brings 18 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter and the Society of Trust and Estate Practitioners (STEP).
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
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®)
Brian Cabral, CFP®, CLU, TEP, FEA
Brian brings 18 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter and the Society of Trust and Estate Practitioners (STEP).
Marilyn Andrade, BA, B.Comm., MTI
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.