Jim Wilson, CIM
Senior Wealth Advisor
Portfolio Manager
Jim is an Investment Advisor at CIBC Wood Gundy, bringing over 25 years of experience in the investment industry. He is dedicated to providing personalized financial guidance to affluent individuals and small business owners. Jim's expertise lies in understanding his clients' unique needs and crafting tailored investment strategies aligned with their risk tolerance level, investment goals and cash flow requirements. He is here to guide, listen and advise, ensure his clients' financial success and well-being. Beyond his professional endeavors, Jim is actively involved in the Montreal community. He previously served as a board member of the Old Mission Brewery Foundation and as the chair of their golf tournament. Currently, he is still an active member of the golf committee, actively participating in fundraising efforts.
Matthieu Piotte, CFA
Portfolio Manager
Senior Wealth Advisor
Matthieu is a Portfolio Manager at CIBC Wood Gundy and holds the Chartered Financial Analyst (CFA®) designation. He has been with CIBC Wood Gundy since 2012. Prior to joining CIBC Wood Gundy, he was a Director for CIBC Capital Markets, providing customized investment solutions for high net worth investors as well as institutions. This experience gives him keen insight into how financial products are built and the ability to explain complex financial products and concepts.
Anna Alberga
Administrative Associate
Anna has been in the financial services industry since 1990. She strives to deliver an unparalleled level of service, making it easy for clients to obtain information on their accounts. Anna has excellent client service skills, and provides timely execution and follow-up of clients' requests.
Bryan Hodgson
Administrative Associate
Bryan brings over 25 years of customer service experience to the team and has been in the financial planning industry since 2000.
Maria Angela Alberga
Administrative Assistant
Angela has been working with CIBC Wood Gundy since 2016. Prior to joining CIBC she worked at a major insurance firm for 30 years. Angela is dedicated to providing excellent customer service to client.
Jessica Salanon
Administrative Associate
Jessica has been with CIBC since 2022 and recently joined the Jim Wilson Financial Group as the newest member of the team. Her goal is to learn from the expertise of Jim and Matthieu and eventually grow into the role of investment advisor. Jessica is eager to contribute to the team while developing her skills and her knowledge of the financial industry.
Jim Wilson, CIM
Jim is an Investment Advisor at CIBC Wood Gundy, bringing over 25 years of experience in the investment industry. He is dedicated to providing personalized financial guidance to affluent individuals and small business owners. Jim's expertise lies in understanding his clients' unique needs and crafting tailored investment strategies aligned with their risk tolerance level, investment goals and cash flow requirements. He is here to guide, listen and advise, ensure his clients' financial success and well-being. Beyond his professional endeavors, Jim is actively involved in the Montreal community. He previously served as a board member of the Old Mission Brewery Foundation and as the chair of their golf tournament. Currently, he is still an active member of the golf committee, actively participating in fundraising efforts.
Matthieu Piotte, CFA
Matthieu is a Portfolio Manager at CIBC Wood Gundy and holds the Chartered Financial Analyst (CFA®) designation. He has been with CIBC Wood Gundy since 2012. Prior to joining CIBC Wood Gundy, he was a Director for CIBC Capital Markets, providing customized investment solutions for high net worth investors as well as institutions. This experience gives him keen insight into how financial products are built and the ability to explain complex financial products and concepts.
Anna Alberga
Anna has been in the financial services industry since 1990. She strives to deliver an unparalleled level of service, making it easy for clients to obtain information on their accounts. Anna has excellent client service skills, and provides timely execution and follow-up of clients' requests.