Michael Van Berkel, B.Comm., CIM®, PFP
Portfolio Manager
Raised in Simcoe County, Mike has worked to build a disciplined investment practice, serving busy professionals, business owners, retirees and institutional investors.
Mike earned his Honors Bachelor of Commerce, Management Economics in Industry and Finance at the University of Guelph. Mike has completed his CIM, has earned the designation of Portfolio Manager, and holds a Financial Planning designation from the Canadian Securities Institute. He is also licensed for options and derivatives.
Together with his team, Mike applies his 24+ years of experience in financial markets to deliver an unparalleled offer as your trusted financial professional(s).
On a personal level, Mike and his wife Dana have 2 sons and 1 daughter. The entire family is very involved in local sports, including Mike who spends his spare time not only playing but coaching both hockey and rugby.
Angela Boyd, PFP
Financial Associate
Highly valued for her responsiveness to client needs and attention to detail, Angela joined CIBC Wood Gundy more than 20 years ago. Angela concentrates on ensuring the administrative needs of our clients are met.
Her strong work experience and education is backed by her Professional Financial Planner designation and by the many other relevant courses she has completed. Angela’s priority is to provide a seamless, yet memorable, client experience.
Michael Van Berkel, B.Comm., CIM®, PFP
Raised in Simcoe County, Mike has worked to build a disciplined investment practice, serving busy professionals, business owners, retirees and institutional investors.
Mike earned his Honors Bachelor of Commerce, Management Economics in Industry and Finance at the University of Guelph. Mike has completed his CIM, has earned the designation of Portfolio Manager, and holds a Financial Planning designation from the Canadian Securities Institute. He is also licensed for options and derivatives.
Together with his team, Mike applies his 24+ years of experience in financial markets to deliver an unparalleled offer as your trusted financial professional(s).
On a personal level, Mike and his wife Dana have 2 sons and 1 daughter. The entire family is very involved in local sports, including Mike who spends his spare time not only playing but coaching both hockey and rugby.
Angela Boyd, PFP
Highly valued for her responsiveness to client needs and attention to detail, Angela joined CIBC Wood Gundy more than 20 years ago. Angela concentrates on ensuring the administrative needs of our clients are met.
Her strong work experience and education is backed by her Professional Financial Planner designation and by the many other relevant courses she has completed. Angela’s priority is to provide a seamless, yet memorable, client experience.
Helen Craig, FMA
Helen has over 25 years of professional experience in the financial services industry. She has attained the FMA designation.
Helen assists in monitoring portfolios, communicating recommendations, scheduling meetings and responding to client queries regarding portfolios, performance, and planning. She is responsible for the vast administrative details of our clients and their accounts. She is essential in maintaining careful and accurate records of all client requests, account transfers and trade details. She is dedicated to providing superior customer service.
Genevieve Morrow
Genevieve has graduated from the University of Guelph with a degree in Psychology. She has years of experience in customer service and community work.
Genevieve supports the team by doing administrative tasks, marketing and assisting Mike, Angela and Helen with additional needs on a day to day basis. Genevieve has a passion for connecting with members of the community and ensuring clients have a delightful experience.
Our partners
We partner with CIBC experts to help address all of your wealth needs.