Stephen Parke
Senior Wealth Advisor
Stephen is an Investment Advisor working in the Oshawa Branch of CIBC Wood Gundy. Stephen works with you to develop a transparent financial strategy- one that is designed around pursuing your life's long- term goals and aspirations. He feels that your wealth should work for you, instead of the other way around. He firmly believes that wealth management is more than just managing wealth; it is about living a life where you can grow your experiences, your achievements and your character. Stephen stresses a disciplined, long-term approach based upon each client's specific financial needs and risk tolerance. Using Wood Gundy's objective research and other unique resources available at the firm, he creates customized investment strategies that are designed to help meet client's performance expectations while minimizing risk. Stephen has worked in the Financial Services industry for over 38 years and feels that his experience and professionalism, together with the strength of one of the largest and most respected firms in the financial industry, ensures his clients the highest level of trusted advice to build a secure financial future. Stephen is a long time resident of Whitby where he lives with his wife and two wonderful children.
Linda Azzano
Investment Advisor Assistant
With over 30 years of experience in the investment industry in the capacity of Investment Advisor Assistant, Linda is an integral part of my business. She has been licensed in the industry since 1983, and as such is adept at handling any and all inquiries, from administrative issues to the trading of securities. Originally from Montreal, Linda is fluent in English, French and Italian. She resides in Oshawa with her husband and family.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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.
Andrew Duncan, CFP, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.