Jim Wilson, CIM
Senior Wealth Advisor
Portfolio Manager
Jim is an Investment Advisor at CIBC Wood Gundy. He has been an investment professional for over 25 years. Jim specializes in financial planning and estate planning for affluent individuals and small business owners to ensure their investments are geared towards their risk tolerance level, investment goals and cash flow requirements. He is also very involved in the Montreal community and currently serves as a board member of the Old Mission Brewery Foundation.
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.
Jim Wilson, CIM
Jim is an Investment Advisor at CIBC Wood Gundy. He has been an investment professional for over 25 years. Jim specializes in financial planning and estate planning for affluent individuals and small business owners to ensure their investments are geared towards their risk tolerance level, investment goals and cash flow requirements. He is also very involved in the Montreal community and currently serves as a board member of the Old Mission Brewery Foundation.
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.
Bryan Hodgson
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
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. She started with the Jim Wilson team on Feb 2021 and is happy she made the move.