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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jeffrey Gates

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Our Team

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
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Meet our Team

Jeffrey Gates, BA, CIM

Investment Advisor
(519) 883-5319
jeff.gates@cibc.com
LinkedIn

Jeff's interest in managing private wealth and offering financial advice was fabricated from his Bachelor of Business Administration and Political Science degree from Brock University. Now, with over 25 years of experience in the financial services industry, as well as holding the Certified Investment Manager (CIM) designation, one of  the highest attainable designations in the financial services industry, he prides himself with providing comprehensive advice in areas such as: investment management, financial and retirement planning, portfolio design and tax minimization. Jeff is also qualified to provide insurance products and advice including individual pension plans and annuities. He has made unparalleled client service and the development of comprehensive investment plans tailored to individual financial objectives the cornerstone of his business.

 

Julie Goode

Client Associate
(519) 883-5312
julie.goode@cibc.ca
 
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Joel Azzopardi

Joel Azzopardi, BA

Senior Private Banking Advisor

Joel provides clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. He starts by understanding the financial goals of his clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. With this knowledge Joel can assemble a team that will structure a solution to best meet the short, medium and long-term goals of clients. He has been with CIBC since 2011.

Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Joel Azzopardi

Joel Azzopardi, BA

Senior Private Banking Advisor

Joel provides clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. He starts by understanding the financial goals of his clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. With this knowledge Joel can assemble a team that will structure a solution to best meet the short, medium and long-term goals of clients. He has been with CIBC since 2011.

Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.