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

Gleeson Investment Group

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About us

About Wood Gundy

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CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Kelly Gleeson

Kelly Gleeson

Investment Advisor

(905) 631-2560
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Kelly Gleeson has over 24 years of business/ investment experience. She entered the investment industry in 1993 working in a team environment as a Client Development Manager with one of CIBC Wood Gundy's predecessor firms and joined The Gleeson Investment Group in 2002. Kelly is most interested in clients' financial well-being and clients benefit from her personal, holistic approach and attention to detail. She holds credentials from the Canadian Securities Institute and has completed the Professional Financial Planning Course, and Hedge Fund License. She can also offer a wide array of insurance and income products and estate planning strategies to her clients. As an Investment Advisor, Kelly adheres to a pension-style approach to investing through the careful selection of optimal asset allocations that correspond to the objectives and risk tolerance of each client. "I believe in an open and transparent relationship with clients who view me as their trusted advisor. Our team approach enables us to identify and control risk and to guide clients through good times and provide support and context during difficult times. I'm not interested in chasing the latest fad or flavour of the day and prefer a more cautious, conservative approach based on in-depth analysis and research".

Johanne Pasion

Johanne Pasion

Associate Investment Advisor

(905) 631-2581
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Johanne joined the team in the spring of 2012. Johanne began her investment career in 1981 and gained expertise in the areas of operations, private wealth management and most recently in institutional portfolio management. She is fully licensed and holds credentials with the Canadian Securities Institute. Johanne's extensive experience and broad knowledge base will help her in her capacity as Associate Investment Advisor. Johanne works closely with Kelly and clients to develop financial and investment plans and is fully committed to delivering an outstanding level of service and advice.

Lisa Ballarano

Lisa Ballarano

Client Associate

(905) 631-2586
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Lisa joined the Gleeson Investment Group in 2022, bringing with her 8 years of experience in the financial industry. She is responsible for the business administration as it relates to the daily operations of our team. Clients can expect a high level of service and prompt responses to inquiries and requests. She is registered with CIRO. Lisa's attention to detail and expertise combined with her caring nature lead to strong relationships of trust with clients.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.