Jeffrey S. Bell, CIM, CFA
Senior Portfolio Manager
Senior Wealth Advisor
Jeff began his career in the financial industry at CIBC Wood Gundy in 1995. Since then, he has built an extremely successful and well-respected business based on his knowledge, professionalism and dedication. Jeff specializes in advising high-net worth families, executives, entrepreneurs, trusts and institutions. Since 2002, he has placed a specific focus on actively managing proprietary portfolios spanning multiple asset classes globally.
Jeff has an Honours Degree in Business Administration from the Richard Ivey School of Business, University of Western Ontario. He holds the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM®) designations, and is licensed in life insurance and options trading. He lives in Toronto's West End with his wife and three children. When he can find the time, Jeff enjoys golfing, skiing, tennis and hockey.
Michael Mazza, FMA, CIM
Portfolio Manager
Associate Investment Advisor
Michael started his career in the financial services industry at CIBC in 1993 as a Business Analyst and later joined the Bell Financial Group as an Associate Investment Advisor and Portfolio Manager. He has an Honours Degree in Economics from York University, holds the Canadian Investment Manager (CIM) and the Financial Management Advisor (FMA) designations and is life insurance licensed.
Mandip Merrill
Client Associate
A Registered Representative with more than 16 years of facilitation, business support and project delivery experience, Mandip’s focus is exceptional customer service and aiding in day-to-day operations. Mandip graduated with a Bachelors of Business Administration degree from the University of Toronto. She is a Registered Representative under CIRO and has her Personal Financial Planner (PFP) designation and Investment Management Techniques certificate.
Stephen Jones, CIM, FCSI
Associate Investment Advisor
Stephen has a passion for investing, building lasting relationships and executing on clients' wealth plans. He has particular interests in portfolio construction, security selection, wealth planning and philanthropy. Upon receiving a Bachelor of Arts Degree from Concordia University, Stephen achieved the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI) designations, and options trading license.
Zachary Luft
Client Associate
Zachary is a licensed registered representative and supports the team by monitoring portfolios and client communication. He is dedicated to providing superior client service and works closely with his colleagues in the management and servicing of client accounts. Zachary holds a Bachelor of Commerce degree from Ryerson University and obtained the Chartered Investment Management (CIM®) designation.
Jeffrey S. Bell, CIM, CFA
Jeff began his career in the financial industry at CIBC Wood Gundy in 1995. Since then, he has built an extremely successful and well-respected business based on his knowledge, professionalism and dedication. Jeff specializes in advising high-net worth families, executives, entrepreneurs, trusts and institutions. Since 2002, he has placed a specific focus on actively managing proprietary portfolios spanning multiple asset classes globally.
Jeff has an Honours Degree in Business Administration from the Richard Ivey School of Business, University of Western Ontario. He holds the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM®) designations, and is licensed in life insurance and options trading. He lives in Toronto's West End with his wife and three children. When he can find the time, Jeff enjoys golfing, skiing, tennis and hockey.
Michael Mazza, FMA, CIM
Michael started his career in the financial services industry at CIBC in 1993 as a Business Analyst and later joined the Bell Financial Group as an Associate Investment Advisor and Portfolio Manager. He has an Honours Degree in Economics from York University, holds the Canadian Investment Manager (CIM) and the Financial Management Advisor (FMA) designations and is life insurance licensed.
Mandip Merrill
A Registered Representative with more than 16 years of facilitation, business support and project delivery experience, Mandip’s focus is exceptional customer service and aiding in day-to-day operations. Mandip graduated with a Bachelors of Business Administration degree from the University of Toronto. She is a Registered Representative under CIRO and has her Personal Financial Planner (PFP) designation and Investment Management Techniques certificate.
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Natalie Bender
Senior Trust and Estate Consultant
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Natalie has been with CIBC since 2018.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Evdokiya Yakub Aga
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Natalie Bender
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Natalie has been with CIBC since 2018.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.