Dr. Khaled Sultan is a Senior Wealth Advisor and Senior Portfolio Manager, specializing in Ethical, Socially Responsible, and Islamic Finance. He has more than 25 years of industry experience and currently works at one of Canada's largest banks. There he heads Canada's first advisory practice focused on providing Shariah compliant investment solutions in Canada and abroad.
 
Prior to his current role, Dr. Sultan worked with one of Canada's top investment banks covering the precious metals sector with a focus on gold equities. Previous to that, he was in charge of the launch and overall management of a firm dedicated to providing research and due diligence solutions to investors in the global energy and materials sectors. He has also held key leadership positions at both ExxonMobil and Imperial Oil. Dr. Sultan started his career in the manufacturing sector working at Celestica.
 
Dr. Sultan completed a doctorate degree in Islamic finance (U.K.) and his qualifications include a Bachelor of Engineering Science and a Bachelor of Computer Science, both from the University of Western. He obtained an MBA from the Rotman School of Management at the University of Toronto as well as a Masters of Science in Business and Management Research from the Henley Business School at the University of Reading (U.K). He holds the Chartered Financial Analyst® (CFA®) and Professional Engineer (P.Eng) designations. 
 
Dr. Sultan served on the boards of a number of non-profit and charitable organizations including the London Community Foundation, Merrymount Children's Centre, and the World Parkinson's Program. He was involved with a number of local and national non-profit organizations and initiatives including Princess Margret's Walk to End Breast Cancer, Make A Wish Canada, and Meals on Wheels, as well as Junior Achievement of Canada and Junior Chamber International. Mr. Sultan also chaired the Investment Committee for the London Community Foundation.
 
Dr. Sultan is certified as a life coach, a lifeguard and a swim instructor. He is married and has four children.

Anna has a wealth of knowledge and experience, having joined CIBC Wood Gundy in 1994. As a Client Associate, Anna assists Khaled with trading and portfolio reviews. She is also responsible for client administration, and brings an invaluable level of expertise to her functions.

Her attention to detail, knowledge of industry regulations, and efficient nature ensure that our clients receive accurate and timely assistance. Furthermore, she assists clients with various needs, inquiries and requests. Anna is well liked by our clients who appreciate her outgoing personality and enjoy working with her.

Anna lives in London with her daughter, Krysti, and their cats, Scooby and Midnight.

Jacob recently earned his bachelor’s degree in Economics from Western University while developing a passion for wealth management. His career began in retail banking where he worked as a Customer Experience Associate between classes.

Jacob is pursuing the CIM® and CFP® designations with hopes to serve CIBC Wood Gundy clients for decades to come.

In his free time, Jacob enjoys road cycling, mountain biking, and occasional velodrome riding. He raced for the Kallisto-FCV cycling team between 2015 and 2019. He also enjoys weightlifting and long hikes.

Mai Al Hourani is currently a student at the University of Western Ontario, pursuing a Bachelor’s degree in Management and Organizational Studies with an Honors Specialization in Finance. During her time at Western, she continues to be very involved in extra-curriculars, having served 2 years as Vice President of Finance of the Student Council.

In addition to her academic pursuits, Mai is preparing for the CFA® Program Level I exam to further enhance her ability to contribute meaningfully to the team. She is eager to continue learning and expanding her expertise.

Outside of her studies, Mai enjoys spending quality time with family and friends, cooking, reading, and staying active through sports such as pickleball, badminton, and ping pong.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

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.

Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.

Dr. Shenfeld holds a PhD in Economics from Harvard University.

With over 20 years of experience as a Partner at an accounting firm, Chris brings extensive expertise in supporting small businesses and individuals. Throughout his career, Chris has provided strategic advice in areas such as business planning, tax optimization, and financial management, helping clients build sustainable financial success. Chris is passionate and dedicated to helping clients achieve their personal and professional goals through practical, tailored strategies. His deep understanding of both business and personal finance enables him to provide comprehensive guidance in areas such as retirement planning, tax planning, cash flow management, estate planning, and business. Chris is a highly accredited professional, holding the Chartered Business Valuator (CBV) and the Chartered Professional Accountant (CPA,CA). He also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, Waterloo.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

As a Senior Private Banking Advisor, Greg provides his clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. Together with his Associate, Greg works closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions; but also provide recommendations on how to best position their financial resources for the future. Greg’s clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.