Jonathan Kopman, CIMA, CIM™
As a Senior Wealth Advisor and Associate Portfolio Manager, Jonathan has spent over 27 years helping clients build meaningful lives through personalized financial strategies. His approach combines disciplined expertise with genuine care, ensuring that every recommendation aligns with each client’s unique values and goals. Jonathan works collaboratively with individuals, families, professionals, and organizations, drawing on his CIM™, CIMA, and APM designations.
Giving back is central to Jonathan’s values, reflected in his board service and hands-on volunteering in pet therapy. Outside of work, he is a dedicated triathlete and runner, bringing the same commitment and discipline to his clients’ financial well-being. Jonathan is happily married and the proud parent of two creative daughters.
Josh Silver
Josh joined in 2024 after gaining valuable experience at investment, wealth, and asset management firms. A graduate of Queen’s University’s Smith School of Business with a Bachelor of Commerce, Josh is currently pursuing his Chartered Investment Management (CIM®) designation. He provides personalized, goal-oriented investment and wealth management advice tailored to each client’s unique needs—whether that means growing a business, preparing for retirement, or preserving family wealth.
Josh specializes in developing customized portfolio and wealth strategies, supported by thorough investment research and diligent risk management, with a commitment to building lasting, trust-based relationships. He looks forward to getting to know each client and contributing to the supportive, values-driven partnership that defines the team.
Outside of work, Josh enjoys playing hockey, golf, tennis, and skiing, as well as travelling and exploring the outdoors.
Nataliia Kuzovych
Nataliia has been a valued team member since 2019, known for her meticulous attention to detail and commitment to client care.
With a Master’s Degree in Finance from the Lviv Institute of Banking, she ensures that every client interaction is handled with warmth, respect, and precision. Nataliia’s supportive approach reflects our team’s values of empathy and integrity, creating a welcoming experience for all clients.
Outside of work, she fosters dogs and cats, helping families through challenging times and strengthening bonds within her community.
Tanya Werger
Tanya joined the team in 2024, bringing years of experience in the not-for-profit sector and strong project management skills. She is a resourceful, solutions-oriented team player who enjoys connecting with clients and supporting their administrative needs with care and efficiency.
Committed to ongoing growth, Tanya is actively expanding her industry knowledge through professional courses. She holds a Bachelor of Arts Honours from the University of Guelph and certifications in project management, fundraising, and digital marketing.
Outside of work, Tanya is passionate about travel, reading, and spending time with her rescue cat.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM®, CFP®
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
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.
David Coate, CA, CPA, CFP
Estate Planning Specialist
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Abel Li, PFP
Private Banking Advisor
Your financial needs are complex and require the right guidance and expertise from wealth managers who understand high-net-worth professionals.
Offering you quality dedicated advice, I'm proud to work with you to achieve your financial goals. Once we understand your specific needs, my team and I deliver tailored advice that reflects what's most important to you and your family. I work closely with our many CIBC experts in planning and developing recommendations that align with your wealth needs.
In my free time, I enjoy traveling and exploring the world. Discovering and learning new cultures brings me joy.
Heidi Bening, RRC
Senior Private Banking advisor
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients 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. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM®, CFP®
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Nigel Newland, B.Comm., CFP
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.
David Coate, CA, CPA, CFP
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Abel Li, PFP
Your financial needs are complex and require the right guidance and expertise from wealth managers who understand high-net-worth professionals.
Offering you quality dedicated advice, I'm proud to work with you to achieve your financial goals. Once we understand your specific needs, my team and I deliver tailored advice that reflects what's most important to you and your family. I work closely with our many CIBC experts in planning and developing recommendations that align with your wealth needs.
In my free time, I enjoy traveling and exploring the world. Discovering and learning new cultures brings me joy.
Heidi Bening, RRC
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients 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. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.