George leads the team as Senior Wealth Advisor and Portfolio Manager. He joined CIBC in 2002 after earning a bachelor honors degree in Philosophy from the University of Guelph. In 2004, he became an Investment Advisor, and in 2009, earned the Canadian Investment Manager (CIM™) designation to become a Portfolio Manager.

George has lived in Burlington for most of his life, where he currently resides with his wife and two children

Shalu is an Associate Portfolio Manager and Wealth Advisor, bringing over a decade of experience in the financial services industry. She holds a bachelor’s degree from Panjab University in Chandigarh, India, and an MBA from Preston University in the United Kingdom. After immigrating to Canada in 2011, Shalu joined CIBC Private Banking, where she supported ultra-high-net-worth clients with tailored banking solutions. Shalu holds the CIM® designation and is responsible for managing client relationship management, overseeing reporting, and executing trades with a focus on precision and service excellence.

Shalu is a resident of Oakville since she moved in Canada, and in her spare time she enjoys travelling and outdoor activities with her family and 2 children.

Marta began her financial services career in 2009 after earning her bachelor degree in economics from Western University. She joined CIBC in 2011 and became part of the team in 2019, following her role as a Financial Advisor at the Burlington Business Centre. Marta holds the Personal Financial Planner (PFP) designation and focuses on client relationship management, financial planning, and estate strategy development

Marta is a Burlington resident and in her spare time she loves travelling and spending quality time with her husband and 3 kids

Lauren joined the team in January 2022 after completing her bachelor degree in commerce from the University of Guelph. She plays a vital role in supporting the team’s daily operations, with a focus on client communication and administrative coordination to ensure a smooth and responsive client experience. Lauren’s attention to detail and expertise lead to strong relationships of trust with clients. 

In her spare time, Lauren enjoys spending time with her family and friends