OUR TEAM
We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.
Kosta Dariotis
Portfolio Manager
Investment Advisor
Kosta began his career in the investment industry in 1987 as an options and stock trader at the Montreal Exchange. Prior to joining CIBC Wood Gundy in 2006, he worked for another major Canadian Bank as Vice-President and Investment Advisor where he co-lead a diverse award winning team specializing in providing Wealth Management solutions to their clients. Since 1987, Kosta's extensive investment knowledge has enabled affluent private clients, institutional clients, charitable organizations, and business owners to identify their investment objectives and achieve their financial goals. Kosta is a member of the Board of Governors of the Montreal Children's Hospital Foundation and served as Vice-President of the Hellenic Board of Trade.
Al Fiumidinisi
Portfolio Manager
Investment Advisor
Al began his career in the investment industry in 1987. For over 30 years, he has been advising affluent clients on Investment Strategies, Wealth Management and Retirement Planning. Prior to joining ClBC Wood Gundy in 2006, he worked for another major Canadian Bank as Vice-President and Investment Advisor, he co-lead a diverse, team specializing in providing Wealth Management solutions. Al served as the Chairman of the Board at the Notre Dame de Sion Elementary School, he volunteers his time as a Hockey and Baseball Coach, winning Coach of the Year at Versant West in 2010.
Valentino Zardo
Client Associate
Valentino brings ten years of financial service experience to the team. He has completed the Canadian Securities Course (CSC), therefore is able to place "Unsolicited" order requests for shares, mutual funds and fixed income securities. He is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Valentino provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts.
Angela Cerasuolo
Investment Advisor Assistant
Angela brings over two decades of professional client service to the table and handles administrative and operational issues for the team. She has completed the Canadian Securities Course (CSC), therefore is able to place "Unsolicited" order requests for shares, mutual funds and fixed income securities. She is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Angela provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts.
Kenneth Rojas-Jardin
Administrative Assistant
In his role as an Administrative Associate, Kenneth is responsible for the team’s daily operations including account administration, client communications and addressing client requests. He provides an exceptional client experience. Kenneth began studying at Concordia University in civil engineering where he quickly transitioned into the world of finance. He started his career with retail broker CIBC Investor Services Inc (ISI) where he completed the Canadian Securities Course and Options courses to excel into a trader role and subsequently a leadership role. Kenneth’s commitment to professional growth is evident through his completion of various industry certificates, most recent being the Wealth Management Essentials (WME) providing him with a comprehensive understanding of financial planning and investment strategies. Through his time at CIBC, he has amassed an extensive knowledge on market mechanics, brokerage operations and banking procedures. His passion lies in market research, travel and sports.
Sabrina Bandiera
Sales Assistant
Sabrina has been working in the financial industry for seven years. Her extensive experience in administration and customer service is an important asset for our team. She answers administrative questions from our clients and handles tasks such as account opening, cheque deposits and withdrawals and takes care of updating client files.
Kosta Dariotis
Kosta began his career in the investment industry in 1987 as an options and stock trader at the Montreal Exchange. Prior to joining CIBC Wood Gundy in 2006, he worked for another major Canadian Bank as Vice-President and Investment Advisor where he co-lead a diverse award winning team specializing in providing Wealth Management solutions to their clients. Since 1987, Kosta's extensive investment knowledge has enabled affluent private clients, institutional clients, charitable organizations, and business owners to identify their investment objectives and achieve their financial goals. Kosta is a member of the Board of Governors of the Montreal Children's Hospital Foundation and served as Vice-President of the Hellenic Board of Trade.
Al Fiumidinisi
Al began his career in the investment industry in 1987. For over 30 years, he has been advising affluent clients on Investment Strategies, Wealth Management and Retirement Planning. Prior to joining ClBC Wood Gundy in 2006, he worked for another major Canadian Bank as Vice-President and Investment Advisor, he co-lead a diverse, team specializing in providing Wealth Management solutions. Al served as the Chairman of the Board at the Notre Dame de Sion Elementary School, he volunteers his time as a Hockey and Baseball Coach, winning Coach of the Year at Versant West in 2010.
Valentino Zardo
Valentino brings ten years of financial service experience to the team. He has completed the Canadian Securities Course (CSC), therefore is able to place "Unsolicited" order requests for shares, mutual funds and fixed income securities. He is responsible for making the client experience memorable and providing peace of mind with your administrative inquiries. Valentino provides prompt, courteous service to all our clients and keeps them informed of any actions taken in their accounts.