James Fiorini
James Fiorini is an experienced member of the Wood Gundy team and has played an important role in providing exceptional service, advice and financial assistance to clients since October 2000. Our goal is to ensure the clients we serve are taken care of with their best interest in mind. We will create suitable investment choices that match the clients desired goals and objectives allowing them to maintain peace of mind about their financial situation. Please contact us to see how we can assist you further.
Investment Advice
Tax and estate planning in uncertain times
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Michael Teng, CIM®, CFP®
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Michael Teng, CIM®, CFP®
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Estate Planning