Michael Colpitts
Mike graduated from Royal Military College in 1985 with an Honors degree in Economics and Commerce. Following his service as a Maritime Patrol Aviator, he began his career as an Investment Advisor in 1995. An enthusiastic student of the financial markets, Michael strives to develop well-balanced portfolios that will out-perform their benchmark. This isn’t easy. In 2023, Mike was under-weight the large-cap technology stocks that were responsible for much of the gain on the S&P 500. Under-performance in client portfolios resulted. This has been rectified. Mike’s clients have enjoyed periods of relative out-performance which include the periods 2008-2009 (the Financial Crisis and recovery) and 2020 (Covid sell-off and recovery).
Mike lives in Ottawa with his wife, Connie, with whom he will soon celebrate their 35th wedding anniversary. They enjoy hiking and snow-shoeing together in Gatineau Park, and spending time with friends and family.
Mike’s core beliefs are the following:
Equality of opportunity;
Acceptance of personal responsibility for one’s actions;
Respect for property rights; and
The superiority of free market capitalism over any other economic system.
Mitchell Nyman
Mitchell is responsible for assisting with the management and maintenance of client portfolios. In 2019, Mitchell received his Honors Bachelor’s Degree in Commerce with a Specialization in Finance. He continues to build upon his existing industry knowledge by pursuing the Chartered Financial Analyst (CFA) Designation along with other professional designations.
Mitchell also enjoys spending time with family and friends, golfing and relaxing at the cottage.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Mark Defalco, CFP, F.Pl.
Financial Planning Specialist
Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
François Asselin, CFP
Financial Planning Specialist
François has been advising high net worth individuals, wealthy families and business owners, for over 25 years. As an experienced accredited professional, François specializes in working with clients to create a holistic, personalized wealth plan and can also work with your accountant and lawyer. As part of his ongoing step by step consultative process, François helps clients with vital planning elements such as wealth and business succession, retirement, tax planning, trust, estate and legacy planning, planning for the disabled, as well as charitable giving.
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Mark Defalco, CFP, F.Pl.
Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
François Asselin, CFP
François has been advising high net worth individuals, wealthy families and business owners, for over 25 years. As an experienced accredited professional, François specializes in working with clients to create a holistic, personalized wealth plan and can also work with your accountant and lawyer. As part of his ongoing step by step consultative process, François helps clients with vital planning elements such as wealth and business succession, retirement, tax planning, trust, estate and legacy planning, planning for the disabled, as well as charitable giving.