Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.

With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney, can require time and an understanding of investments and taxes. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 12 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.

Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner®, Chartered Life Underwriter®, and Certified Health Insurance Specialist. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.

Julia and her family enjoy spending time in the mountains, travelling, and cooking.

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.

Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.

Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.

Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.