Estate Planning Specialist
Nunzio joined CIBC Wood Gundy in 2004 as an Estate Planning Specialist, bringing over 20 years of experience to the position. Nunzio assists Investment Advisors with the analysis of each client's estate and insurance needs and makes recommendations for changes and enhancements. The cornerstone of Nunzio's long-term success is his ability to understand our clients' needs and create customized solutions to address them by applying his two decades of practical wisdom in the financial services industry. Nunzio has represented several major insurers and other leading financial institutions over the years, as both an advisor and as a senior consultant to other industry advisors.