Simon Hale, CIM, CIWM, FCSI
Simon joined CIBC Wood Gundy in 2005 and has more than 18 years financial industry experience. His keen understanding of market dynamics, disciplined investment process and focus on fundamentals has led to consistently strong performance while protecting capital for clients.
Simon is a Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and a Fellow of Canadian Securities Institute (FCSI).
Simon lives in Westmount with his wife Anastasia and two rambunctious young girls Natasha and Katherine. In his free time, Simon enjoys biking, snowboarding, running, and yoga. He is also a proud supporter of the Montreal Children’s Hospital and Sherbrooke University.
Michael Hale, CIM
Michael is dedicated to providing the highest quality financial advice and portfolio management. His practice is focused on a straightforward long-term approach and rooted in hard work and discipline.
Michael joined CIBC Wood Gundy in 2010 and has extensive international finance experience with six years working in Hong Kong and five years in Los Angeles. He has a disciplined investment process, a deep understanding of business dynamics, and is focused on high-quality investments. Michael is a Chartered Investment Manager (CIM®) and has a Certificate in Advanced Investment Advice, a Life Insurance License, and a Derivatives and Options License.
In his free time, Michael is an avid runner and cyclist and is active in his community. He is a strong believer in personal self reliance and a supporter of Sherbrooke University, The Canadian Red Cross, and the Montreal Children’s Hospital. Michael lives in Candiac with his wife Sabrina, infant daughter Victoria, and overly affectionate chocolate lab Riley.
Giancarlo Cataldo, CIM®
As an Account Manager with the Hale Investment Group Giancarlo, strives to exceed our client’s expectations through delivering an exceptional level of service while helping meet their financial goals.
Giancarlo joined CIBC Wood Gundy in 2013, is a Chartered Investment Manager (CIM®) and is licensed for options trading. He is also a CFA level III candidate.
In his spare time, Giancarlo enjoys playing soccer and enjoys watching Formula 1. Giancarlo lives in Laval with his fiancée, Alexandra.
Nicholas Constas, CIM®
Nicholas joined CIBC Wood Gundy in 2016. As an Associate Investment Advisor with the Hale Investment Group, he leverages his 10 years of experience in the financial services industry to provide a superior level of service to our clients.
Nicholas is a Chartered Investment Manager (CIM®) and is licensed for options trading.
In his free time, Nicholas enjoys playing soccer, football and tennis. Nicholas lives in Downtown Montréal with his wife.
Debbie Williams
Debbie brings a wealth of knowledge to our team with 35 years of experience with various investment firms.
Responsive and meticulous, Debbie is dedicated to providing exemplary client service. With a focus on client administration, Debbie ensures the clients' needs are met promptly and efficiently.
Mary Masciotra
Mary brings over 25 years of experience in high-level administrative support and customer service. Her career includes two decades in the manufacturing industry and, most recently, in higher education. She possesses strong organizational and interpersonal skills and approaches any new challenge with energy and professionalism. Mary is thrilled to be a part of the CIBC Wood Gundy team and is dedicated to providing the highest level of service.
Alison Stirling
Alison’s focus is on administration as well as account maintenance. She consistently delivers personalized client service to ensure our client’s needs are prioritized and taken care of. She is always willing to go the extra mile for our team and our clients.
Alison has been working in the financial service industry since 2000 and has completed several courses with the Canadian Securities Industry. Before joining CIBC Wood Gundy, she worked as an executive assistant where she developed her strong organizational skills and “hands on” customer service experience.
In her free time, she enjoys gardening as well as yoga. She lives in Pointe-Claire, Quebec with her husband, her 11 year old son and their two dogs.
OUR PARTNERS
We partner with CIBC experts to help address all of your wealth needs.
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.
Marco Leccese, CIM, F.Pl.
Wealth Strategist
In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.
Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.
Jamie Golombek
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.
Marco Leccese, CIM, F.Pl.
In his role as Wealth Strategist, Marco will work closely with you and your trusted advisors to create a financial plan that reflects your priorities and focuses on helping you achieve the goals you have set for yourself, your family and your future.
Marco joined the financial services industry in 1992 and has held various positions in financial planning, private investment counsel and investment administration. Marco holds his financial planning designation issued by the IQPF, is a Chartered Investment Manager (CIM) and has a Bachelor of Commerce from Concordia University.