Raj Dhawan, MBA, CLU, PFP
Tel:
(905) 510-4143Email:
rajnish.dhawan@cibc.comRaj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Mark Ma, CPA, CA, CFP, CIM, FCSI
Tel:
(416) 594-8888Email:
mark.ma@cibc.caMark brings to his clients over 30 years of experience in the financial services industry. He obtained his Bachelor of Commerce (Honours) degree from the University of Manitoba, and then acquired his Chartered Accountant's designation. Mark also has a Level II Life and Disability Insurance License and is registered as a Portfolio Manager.
Mark is a "Financial Architect." He will custom tailor an investment portfolio using innovative strategies to enhance clients' after tax returns.
As an Investment Advisor at CIBC Wood Gundy, Mark specializes in providing innovative investment solutions to senior executives, professionals and affluent investors. Mark's credentials and experience place him among the top tier of the financial services industry in Canada.
As an active member in the Institute of Chartered Accountants of Ontario, Mark has been elected to Vice President and Director of the Etobicoke Chartered Accountants' Association in Toronto. He has also been elected to Vice President and Director of the York District CA Association and Director of the Canadian Chinese CA Association.
Mark is an active participant in the community and in various fundraising events for hospitals and charities in the GTA. He has also served in the following organizations over the years:
Vice-President & Director, North York CA Association
Vice-President & Director, Scarborough CA Association
President, St. Agnes Catholic School PTA
Chairman, ShareLife, Blessed Trinity Catholic Church
Mark also speaks Mandarin and Cantonese and has a multi-national client base. In his leisure, he enjoys martial arts, yoga and golf.
Michelle Chan, CFP, CIM, FCSI, FMA
Tel:
(416) 594-8881Email:
michelle.chan@cibc.caWith over 25 years of investment industry experience, Michelle is well versed in the front and back office operations, proactively advising clients in equity trading, options hedging, fixed income investments and monitoring mutual fund performance. Michelle consistently ensures the highest level of service for clients, and is the team expert in performance reporting and all other special requests from clients. Michelle also has a Level II Life & Disability Insurance License.
Susan Lai, CIM, FCSI
Tel:
(416) 594-8964Email:
susan.ky.lai@cibc.caSusan has over 20 years of experience in the financial services industry. She is responsible for portfolio reviews, research, administrative support, business development, special events, client relations, insurance and estate planning, website design/access and all other marketing initiatives. Susan also has a Level II Life and Disability Insurance License.
Mark Ma, CPA, CA, CFP, CIM, FCSI
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Mark brings to his clients over 30 years of experience in the financial services industry. He obtained his Bachelor of Commerce (Honours) degree from the University of Manitoba, and then acquired his Chartered Accountant's designation. Mark also has a Level II Life and Disability Insurance License and is registered as a Portfolio Manager.
Mark is a "Financial Architect." He will custom tailor an investment portfolio using innovative strategies to enhance clients' after tax returns.
As an Investment Advisor at CIBC Wood Gundy, Mark specializes in providing innovative investment solutions to senior executives, professionals and affluent investors. Mark's credentials and experience place him among the top tier of the financial services industry in Canada.
As an active member in the Institute of Chartered Accountants of Ontario, Mark has been elected to Vice President and Director of the Etobicoke Chartered Accountants' Association in Toronto. He has also been elected to Vice President and Director of the York District CA Association and Director of the Canadian Chinese CA Association.
Mark is an active participant in the community and in various fundraising events for hospitals and charities in the GTA. He has also served in the following organizations over the years:
Vice-President & Director, North York CA Association
Vice-President & Director, Scarborough CA Association
President, St. Agnes Catholic School PTA
Chairman, ShareLife, Blessed Trinity Catholic Church
Mark also speaks Mandarin and Cantonese and has a multi-national client base. In his leisure, he enjoys martial arts, yoga and golf.
Michelle Chan, CFP, CIM, FCSI, FMA
Associate Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.With over 25 years of investment industry experience, Michelle is well versed in the front and back office operations, proactively advising clients in equity trading, options hedging, fixed income investments and monitoring mutual fund performance. Michelle consistently ensures the highest level of service for clients, and is the team expert in performance reporting and all other special requests from clients. Michelle also has a Level II Life & Disability Insurance License.
Susan Lai, CIM, FCSI
Associate Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Susan has over 20 years of experience in the financial services industry. She is responsible for portfolio reviews, research, administrative support, business development, special events, client relations, insurance and estate planning, website design/access and all other marketing initiatives. Susan also has a Level II Life and Disability Insurance License.