Nicholas joined CIBC following his graduation from the Ivey Business School at Western University where he was recognized for scoring in the top 25% of his graduating class and was the President of the Ivey Investors Society. Nicholas’ first professional experience was over a half-decade ago working under an Advisor at CIBC Wood Gundy. At Wood Gundy, Nicholas discovered his passion for wealth management and became keen to one-day return as an Advisor himself and advise clients for the long-term.

Nicholas began his full-time career at CIBC by honing his professional and technical skill set as an Investment Banking Analyst, advising large Canadian public companies on various asset sales, acquisition opportunities, equity & debt offerings, and other strategic financial decisions. Nicholas has additional experience in CIBC’s Leveraged Finance Group, underwriting debt to finance large Canadian mergers and acquisitions, and at another financial institution as part of their Americas Product Strategy Group.

Nicholas has completed the CFA® level I, and is currently working towards achieving his full CFA® Designation in addition to numerous other industry credentials. Given his professional and educational background, Nicholas is equipped to manage all aspects of a client’s portfolio.

Bill joined the team in 2007 and has been in the industry since 2000. As a member of the team he is dedicated to helping clients achieve their goals.

As Peter's 'right-hand', it is Bill's job to help with client & portfolio management.

He is a graduate of York University, has completed the CSC, CPH, and PFP accreditations and he continues to learn and educate himself. This practice along with his investment expertise has contributed to the successful relationships he has built with clients.

Aidan joined CIBC following his graduation from the University at Albany in New York. During his time there he obtained his Bachelors of Science in Business Administration with a concentration in Finance, while also playing for the Division 1 Men’s Lacrosse Team.

In addition to his degree, Aidan has completed his CSC, CPH and is now working towards the Chartered Investment Manager Designation (CIM®). Aidan manages the client requests, reporting and the transfers from other institutions.

Jack Papadopoulos joined the team full-time after graduating with an Honours degree in Economics from Wilfrid Laurier University. Over the past four years, Jack worked part-time with the team as an Assistant, gaining valuable exposure to wealth management and client service while developing a strong foundation in wealth management.

In his new role as a Client Associate, Jack supports the team across a range of functions including client and wealth management, handling client service requests, preparing reports, and managing account transfers from other institutions.

Jack is currently pursuing the completion of industry courses, along with the CFA® designation and his Insurance License, further building his technical knowledge and commitment to the industry. Jack’s combination of academic background, team experience, and continued professional development position him to deliver strong support and trusted service to clients.

Yusra joined CIBC following her graduation from the University of Toronto with an Honors Bachelor of Science. Her studies were focused in Environmental and Political Science, but ultimately Yusra realized her passion for the field of Finance. Yusra manages client on boarding, transfers from other institutions, and annual portfolio reviews.