George is the Senior Wealth Advisor and lead Portfolio Manager for the team. He is a graduate of the University of Guelph and holds an honours degree in philosophy. George joined CIBC in 2002, became an Investment Advisor in 2004 and received the Canadian Investment Manager (CIM) designation to become a Portfolio Manager in 2009. George is married with two children and has lived in Burlington for most of his life.

Shalu graduated from Panjab University, India and completed her MBA from Preston University, England (UK). She joined CIBC Private Banking (ultra-high net worth clients) in 2013 and moved to Private Wealth in 2019. Shalu holds the Chartered Investment Manager (CIM) designation and her responsibilities include client relationship management, client reporting and trade execution. Shalu is married with two children and resides in Oakville.

Marta started in the financial services industry in 2009 after graduating with a degree in economics from Western University. She joined the CIBC group of companies in 2011 and joined our team in 2019, after working most recently as a Financial Advisor at the Burlington Business Centre of CIBC.Her responsibilities include client relationship management, financial planning and estate planning. Marta and her family live in Burlington and have recently welcomed their second child, another baby girl, into their home.

Lauren recently graduated from the University of Guelph holding an honours degree in commerce. In addition to being the newest member of our team, Lauren is completing her first year with CIBC. Her responsibilities involve supporting the team in an administrative role.