THE PAPADOPOULOS FINANCIAL GROUP
The Papadopoulos Financial Group prides itself on having a team of professionals who are experts in their own subject matter, who respect and care for each other and most importantly, who are on a mission to help clients achieve their financial goals in life. Learn more about each team member below.
Peter Papadopoulos, CIM
Vice-President
Peter is a Vice President, Investment Advisor for over 24 years at CIBC Wood Gundy and a consistent member of the President's Council. Peter has also earned the (CIM)® designation, the industry standard for discretionary investment and portfolio management services. This designation is recognized by Canadian regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's portfolio. Peter has built a reputable business helping clients achieve their financial, retirement and estate planning financial objectives with trusted advice; which now sees him successfully advise 200 households with approximately $350 million in assets for high net worth families and institutions. Peter, his team and his specialists can help to create and implement a comprehensive & integrated wealth management plan. Peter and his wife Charlotte, have 2 sons, Nicholas and Jack, and are very involved in the community.
Bill Costopoulos
Associate Investment Advisor
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.
Anna Di Geronimo
Administrative Assistant
Anna began her career at CIBC Wood Gundy in 2002 and became a part of Peter's team in 2013. Peter refers to Anna as the ‘Chief Information Officer'. She takes over 30 years of project management experience and applies it to keeping the business running in an organized and efficient way so Peter and Bill can effectively work on helping clients reach their financial goals. Anna also builds deep relationships with clients and is very passionate about understanding clients and their needs.
In addition to helping manage and keep the team organized Anna also gives back. She contributes to the Miracle Day program at the firm by helping to organize and raise funds for the organization and her dedication to giving back to the community has earned her a National Employee Achiever's Award twice.
Peter Papadopoulos, CIM
Peter is a Vice President, Investment Advisor for over 24 years at CIBC Wood Gundy and a consistent member of the President's Council. Peter has also earned the (CIM)® designation, the industry standard for discretionary investment and portfolio management services. This designation is recognized by Canadian regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's portfolio. Peter has built a reputable business helping clients achieve their financial, retirement and estate planning financial objectives with trusted advice; which now sees him successfully advise 200 households with approximately $350 million in assets for high net worth families and institutions. Peter, his team and his specialists can help to create and implement a comprehensive & integrated wealth management plan. Peter and his wife Charlotte, have 2 sons, Nicholas and Jack, and are very involved in the community.
Bill Costopoulos
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.
Anna Di Geronimo
Anna began her career at CIBC Wood Gundy in 2002 and became a part of Peter's team in 2013. Peter refers to Anna as the ‘Chief Information Officer'. She takes over 30 years of project management experience and applies it to keeping the business running in an organized and efficient way so Peter and Bill can effectively work on helping clients reach their financial goals. Anna also builds deep relationships with clients and is very passionate about understanding clients and their needs.
In addition to helping manage and keep the team organized Anna also gives back. She contributes to the Miracle Day program at the firm by helping to organize and raise funds for the organization and her dedication to giving back to the community has earned her a National Employee Achiever's Award twice.
Eduardo Chacin, CFP, PFP, CIM
Financial Planning Specialist
Estate Planning Specialist
Eduardo currently builds and delivers comprehensive financial plans for our high-net-worth clients. He has played key roles supporting technology, financial planning and portfolio management projects across Canada and holds credentials that demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of our clients' unique financial situations.
Nunzio Rucchetta
First Vice-President
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Eduardo Chacin, CFP, PFP, CIM
Eduardo currently builds and delivers comprehensive financial plans for our high-net-worth clients. He has played key roles supporting technology, financial planning and portfolio management projects across Canada and holds credentials that demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of our clients' unique financial situations.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.