Sugi is a Senior Wealth Advisor with CIBC Wood Gundy, leading the Kumaresan Wealth Management Group. He has been with the firm since 2000 and uses his over 25 plus years of experience and expertise to develop customized financial roadmap's for clients. Sugi has extensive industry training and accreditation, including Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Sugi and his wife Sugarna have two daughters and a Bichon Frise. They have lived in Woodbridge for over 15 years. Sugi and his family are involved in the community with many philanthropic endeavors.  

Paul joined the Kumaresan Wealth Management Team in 2021 as an Associate Wealth Advisor. He has been with CIBC for over 12 years gaining expertise in the areas of trading, investment advice and private wealth services. Paul's role within the team is focused on wealth management. He utilizes his experience to empower high net worth investors with knowledge and an outcome driven investment plan.  Paul is Chartered Investment Manager (CIM) designation holder. 

Paul and his wife Sandy have had the privilege of traveling the world, and now have settled down in Mississauga with their young daughter and elder dog.

Michelle is an Associate Wealth Advisor and has worked with CIBC Wood Gundy for 30 years. Sugi and Michelle formed their partnership in 2012 and created KWMG. She has a passion to provide excellent client experience. the long and close relationships she's shared with our clients is a testament to that effort. 

Michelle and her husband Steve live in Toronto but enjoy time away, through both summer and winter months, at their cottage in Bracebridge with golden doodle Bailey. While there she loves the time spent with family including her sweet nieces and nephews!

Angela joined the Kumaresan Wealth Management team in 2022 as a client associate. She has been with CIBC for over 20 years providing exceptional customer service and administrative support to high net worth clients. Angela offers interpersonal skills, she is friendly and knowledgeable and is committed to providing high-quality service and enhanced client relationships. 

Angela and her husband Frank live in Toronto with their 2 sons. Angela spends her winters in hockey arenas and summers at baseball diamonds cheering on her boys. She also enjoys quiet time at the cottage with family and friends. 

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Ivan's experience in outstanding customer service spans over five years in different industries. His detail-oriented approach allows him to service clients and prospects fully as well as managing the day-to-day administrative needs.

He assists with marketing, illustrations as well as contact management. Ivan completed an Honours Bachelors of Science from the University of Toronto with an exchange year in ETH Zurich and is fluent in Spanish as well as Portuguese.

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.

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.)