OUR TEAM
We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.
Sugi Kumaresan, CIM, CFP®
Senior Wealth Advisor
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 Mannu, CIM®
Wealth Advisor
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 Portfolio 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 Rowe
Associate Wealth Advisor
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 Diamanti
Client Associate
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.
Sugi Kumaresan, CIM, CFP®
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 Mannu, CIM®
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 Portfolio 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 Rowe
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 Diamanti
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Jon Lloyd, B.Comm.
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Jon's goal is to provide clients and their families with confidence and peace of mind regarding estate planning.
For complex estate and trust issues, Jon can draw on the expertise of his CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Jon and his team has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Geoff Booth
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.
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.
Jon Lloyd, B.Comm.
As a Senior Trust and Estate Consultant, Jon's goal is to provide clients and their families with confidence and peace of mind regarding estate planning.
For complex estate and trust issues, Jon can draw on the expertise of his CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Jon and his team has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.