With more than 25 years of experience in the investment industry, including an extensive background in institutional equity research, Andreka brings a disciplined, research-driven approach to wealth management. She focuses on understanding what matters most to each client and building thoughtful strategies to help preserve and grow wealth over time.

Andreka works closely with individuals, families, foundations, and business owners to create personalized wealth plans that reflect life’s realities — from career changes and business growth to caregiving responsibilities, loss, and other major transitions. Her goal is to provide clarity, confidence, and a strong sense of direction at every stage.

For Andreka, wealth is deeply personal. It is about creating choice, building resilience, and feeling secure in the decisions that shape a family’s future. She is committed to building long-term relationships grounded in trust, clarity, and steady guidance. When needed, she draws on the expertise of trusted specialists across the broader organization to support more complex needs.

Andreka holds an Honours Bachelor of Science from Queen’s University and the Chartered Financial Analyst® (CFA®) designation from the CFA Institute. Originally from Northern Ontario, she now lives in Toronto and is the mother of three. Her personal and professional experiences have shaped the grounded, thoughtful perspective she brings to every client relationship.

After decades in institutional equity research, Andreka saw firsthand the value of informed, disciplined investing. Today, she brings that same rigor to her work in a way that is personal, approachable, and tailored to the unique needs of the people and organizations she serves.

Daniela joined CIBC Wood Gundy in April 2026, beginning her career in wealth management in a branch administration role. During this time, she gained valuable experience in branch operations, client service, and supporting the management team before transitioning to an advisory team. She graduated from Wilfrid Laurier University with a Bachelor of Business Administration, concentrating in Finance.

Daniela has a Peruvian background and spent most of her childhood living in Peru and Chile. Growing up in different countries has given her an appreciation for different cultures, and she is fluent in both English and Spanish.

Outside of work, Daniela enjoys staying active, travelling, and exploring new places. She has a passion for cooking and discovering new restaurants, and loves spending quality time with her family, friends, and her longtime companion, a miniature poodle.

Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to  help ensure they  reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations. 

As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.

Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Brian brings 18 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter and the Society of Trust and Estate Practitioners (STEP).

Albina has built her career on Bay Street as a financial planner, guiding clients through complex decisions with thoughtful planning and effective wealth strategies. Her experience in banking, underwriting, and asset management gives her valuable insight into a wide range of client needs. Albina holds a Bachelor of Commerce (Honours) in Public Economics and the PFP® designation, demonstrating her commitment to ongoing professional growth. Based in Toronto, she enjoys travelling and finds inspiration in global cultures for both life and finance.