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Gino has been helping successful families, business owners, and professionals navigate their financial journeys for over 25 years. As a Portfolio Manager with the Chartered Investment Manager (CIM^®) designation, he oversees portfolio design and is dedicated to providing comprehensive wealth management strategies tailored to each client’s unique circumstances and goals. Gino’s commitment to simplifying and streamlining his clients’ financial affairs allows them to focus on what truly matters in their lives.

Before joining CIBC Wood Gundy, Gino spent 17 years in the optical industry, where he discovered his passion for investing. His colleagues often sought his guidance to better understand their RRSP investments, sparking his transition into wealth management. Gino began his career at CIBC Wood Gundy as an assistant, quickly recognizing that the foundation of a successful practice lies in building a first-class team. Since then, he has worked tirelessly to help clients achieve their retirement dreams and desired lifestyles.

Outside of his professional life, Gino enjoys spending time on the golf course, vacationing in Florida, and serving his local church community. Married to his wife Cheryl since 1984, they have raised two sons, Robert and Thomas, who are now young adults.

Greg has been helping individuals and families achieve their long-term financial goals for over 15 years. As a Senior Portfolio Manager with the Chartered Investment Manager (CIM®) designation, Greg specializes in creating tailored wealth management strategies that align with his clients’ unique needs and aspirations. His disciplined approach to investing and commitment to delivering a comprehensive financial planning experience ensures that his clients are well-positioned to succeed.

Greg’s process begins with establishing a detailed plan and setting clear, actionable goals. By closely monitoring progress and maintaining open communication, he ensures his clients have a clear understanding of where they stand and what is required to achieve their objectives. His investment philosophy focuses on building high-quality portfolios designed for long-term success while avoiding common pitfalls that can derail financial progress.

Outside of his professional life, Greg resides on the South Shore of Montreal with his wife and two young daughters. He is passionate about staying active, enjoys exercising, and is an avid NFL fan. Greg cherishes time spent with his family, whether it’s traveling, skiing, or cheering on his daughters at their sporting activities.