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.

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.

Emmanuel brings nearly seven years of experience in the financial services industry. As an Administrative Associate, he provides comprehensive support to the team, contributing to the efficient and professional delivery of client services. Emmanuel has completed the required Canadian Securities courses and is able to process your equity, fixed income, mutual fund and options trades, and is responsible for facilitating client transactions. His commitment to accuracy, responsiveness and client care underscores his role as a dependable point of contact. Outside of the office, Emmanuel maintains a keen interest in chess and literature.