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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

SAGE Investment Partners

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  • Our Team
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Our Team

Address 3115 Harvester Road Suite 100 Burlington ON, L7N 3N8
Telephone Number (905) 842-6770
Email Email us
Email Email
Telephone Number Tel

Our Team

A SECURE AND FINANCIALLY HEALTHY FAMILY IS OUR MISSION.

And at SAGE Investment Partners, we feel that wellness touches all aspects of your life, including your finances.

 
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There’s no question that a little bit of wisdom is needed to safeguard your well-earned assets. With over 75 years of combined investment experience, the team at SAGE Investment Partners have a lot of working knowledge to be well equipped to deal with any type of market environment and your growing financial needs.

Craig McElroy

Craig McElroy

Senior Wealth Advisor

Tel:

(905) 337-5415

Email:

craig.mcelroy@cibc.ca

With over 20 years in the financial services industry, Craig understands that current and future retirees are counting on him to provide consistent returns and stable income solutions without taking on a lot of risk. Having a deep understanding of pension-style asset management allows him to use asset allocation strategies to create financial well being in any market environment.

Craig’s wife and family spend most of their weekends traveling to and from hockey arenas and baseball diamonds, hiking on the Bruce Trail with their dogs and enjoying the clear waters of Georgian Bay up at their cottage.

Michelle Stasiuk

Michelle Stasiuk

Client Associate

Tel:

(905) 337-5420

Email:

Michelle.Stasiuk@cibc.com

Michelle comes to the Team with 25+ years of investment experience, most of her time spent with CIBC. Her experience ranges from front-line client service to management expertise. Michelle has a clear understanding of both the investment and banking industry and takes pride in building meaningful relationships with clients.

Michelle grew up in Oakville and calls Burlington home with her husband and two children.

Craig McElroy

Craig McElroy

Senior Wealth Advisor
(905) 337-5415
Opens in your telephone provided application.
craig.mcelroy​@cibc.ca
Opens in your email provided application. Opens in a new tab.

With over 20 years in the financial services industry, Craig understands that current and future retirees are counting on him to provide consistent returns and stable income solutions without taking on a lot of risk. Having a deep understanding of pension-style asset management allows him to use asset allocation strategies to create financial well being in any market environment.

Craig’s wife and family spend most of their weekends traveling to and from hockey arenas and baseball diamonds, hiking on the Bruce Trail with their dogs and enjoying the clear waters of Georgian Bay up at their cottage.

Michelle Stasiuk

Michelle Stasiuk

Client Associate
(905) 337-5420
Opens in your telephone provided application.
Michelle.Stasiuk​@cibc.com
Opens in your email provided application. Opens in a new tab.

Michelle comes to the Team with 25+ years of investment experience, most of her time spent with CIBC. Her experience ranges from front-line client service to management expertise. Michelle has a clear understanding of both the investment and banking industry and takes pride in building meaningful relationships with clients.

Michelle grew up in Oakville and calls Burlington home with her husband and two children.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nunzio Rucchetta

Nunzio Rucchetta

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. 

Yazmeen Moroz

Yazmeen Moroz, PFP

Senior Private Banking advisor

As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.

Manuel Rebelo

Manuel Rebelo, CPCA, TEP

Director, Trust and Estate

Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.

Nunzio Rucchetta

Nunzio Rucchetta

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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. 

Yazmeen Moroz

Yazmeen Moroz, PFP

Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.

Manuel Rebelo

Manuel Rebelo, CPCA, TEP

Director, Trust and Estate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.

 

two grey hands cupped to hold a red leaf with the words Sage Investment partners to the right

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.