Mark began his career in 1984. He has over three decades of experience providing affluent investors and their families customized financial solutions to achieve their goals. As a licensed Portfolio Manager and Fellow of the Canadian Securities Institute, Mark is committed to providing clients with peace of mind, exceptional service and a long-term disciplined investment strategy. Mark's success can be attributed to developing relationships based on trust, honesty, and integrity.

Richard began his career in 1992 and has over 25 years of experience providing investment advice to affluent families, associations and corporations. Richard holds the Chartered Investment Management designation and tailors solutions to clients' unique requirements. By maintaining a focus on asset allocation and adhering to stated risk tolerances, capital can be preserved while providing needed income and long-term growth. Richard prides himself on building client relationships based on integrity, consistency, and mutual trust.

Dawna provides administrative support for the Santoni Strong Financial Group for Mark Santoni and Richard Strong, with over 15 years of experience in the banking and wealth management business. She holds her Canadian Securities Course and is licensed to execute trades for clients, as well as, assist clients with their day to day requests and account administration.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

Marie believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. Marie and her Associate work closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions and recommendations on how to best position their financial resources for the future. Working with Marie, clients enjoy convenience, flexibility and peace of mind, so they can get on with living their life, without worrying about their finances. 

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.