Over the past 25 years, Joseph has experienced several market cycles. He truly understands the significance of being prudent and knowledgeable when managing a client's hard earned savings. Joseph specializes in managing taxable and non-taxable accounts for individuals, businesses and charities.

Joseph's investment belief is based on the knowledge that markets are fluid and dynamic, therefore active asset allocation is crucial to consistently achieving reasonable investment returns while maintaining an acceptable level of risk. His philosophy hinges on the belief that everyone should have an actively managed balanced portfolio while ensuring appropriate diversification within each asset class.

His practice is based on the fundamental principles of listening, understanding and caring for client's concerns, then acting on those principles to ensure peace of mind.

Joseph was born and raised in this great family community of Ottawa. He has resided here all of his life, and is fortunate to be surrounded by his loving family. He is happily married to his beautiful wife Laura, and has been blessed with two wonderful children, Julia & Anthony. In his spare time, Joseph enjoys cycling, travelling, but most of all, spending quality time with family and friends.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.

I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.