Peter Vondracek, P.Eng, CFA
Senior Wealth Advisor
Peter Vondracek has been an Investment Advisor for 18 years. His experience includes the coverage of over 30 companies. Peter is a CFA Charterholder and has completed numerous other financial courses including the Canadian Securities Course, Conduct and Practices Handbook, and Derivatives Fundamentals and Options Licensing. Peter is also a Licensed Engineer having graduated from Queen's University with a Bachelor of Science (B.Sc.) in Electrical and Computer Engineering.
"I do for my clients what they would do for themselves if only they had the time, my knowledge, and my expertise." TM
Peter Vondracek, P.Eng, CFA
Peter Vondracek has been an Investment Advisor for 18 years. His experience includes the coverage of over 30 companies. Peter is a CFA Charterholder and has completed numerous other financial courses including the Canadian Securities Course, Conduct and Practices Handbook, and Derivatives Fundamentals and Options Licensing. Peter is also a Licensed Engineer having graduated from Queen's University with a Bachelor of Science (B.Sc.) in Electrical and Computer Engineering.
"I do for my clients what they would do for themselves if only they had the time, my knowledge, and my expertise." TM
Tom Ranson, CFP®, CIM®
Tom joined Peter’s team in January 2020 with over 10 years experience in the financial services industry. He embraces integrated wealth management and understands the importance of financial planning. Tom assists clients in complex requests including preparing tax documentation and settling estates.
Tom has both his Certified Financial Planner (CFP®) and his Chartered Investment Manager (CIM®) designations.
Tom is committed to giving back and is a member of the Board of Directors for Canadian Foundation for AIDS Research (CANFAR).
In his spare time, Tom enjoys horseback riding, skiing, and learning to golf.
Liam Lew
Liam joined Peter’s team in March 2022. He graduated from the University of Guelph majoring in Marketing and minoring in Economics. He utilizes the integrated wealth management approach to support the team and aid clients with their general requests. Liam is dedicated to learning more about the financial industry and is currently working towards his CIM® designation.
In his spare time, Liam enjoys playing hockey and golf while cheering on any Toronto sports team especially the Toronto Maple Leafs.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.