Ted Velikonja has built Velikonja Financial into one of CIBC Wood Gundy's top private wealth management advisory practices. He and his team have been providing holistic family office services, delivering global active investment strategies and custom solutions to affluent families, foundations, and corporations for over 35 years. Driven by an unwavering commitment to do the right thing, with a focus on helping his clients accumulate, preserve, and manage wealth, has resulted in Ted building lasting multigenerational client relationships. 

Ted graduated from King’s University College at Western University. He is a strong believer in giving back to the community, and is an advocate for research and innovation in the health care sector. Ted generously supports the London Health Sciences Foundation, and sponsors many other local charities, including the Parkinson Society Southwestern Ontario.

Outside of work, Ted is a passionate cyclist. He resides in London with his wife, Carolynn. They enjoy a very close relationship with their three adult children.

Bill Brown is a graduate of Fanshawe College with a Financial Planning Services degree (President's Honor Roll). Bill is fully licensed as a Certified Financial Planner (CFP) and holds his Life Insurance license. He regularly meets with our clients to conduct portfolio reviews, and provides retirement and income projections for clients upon request. Bill is married and has one son.

Kevin Yoshida is a graduate of Western University with a B.A. in Mathematics and over 20 years of Information Technology experience. Kevin oversees all internal systems and client service to ensure your experience with Velikonja Financial lives up to your expectations. Kevin is married and has a passion for both running and golf.

Nev Hutchinson joined Velikonja Financial in the spring of 2010. He is responsible for trading and assisting in the investment research process. Nev is a graduate of Dalhousie University with a Bachelor of Commerce degree in Finance and was awarded the Chartered Financial Analyst designation in the spring of 2014. In the winter months, Nev enjoys playing and coaching hockey as well as skiing. In the summer, he enjoys playing golf and mountain biking.

Connor Velikonja joined Velikonja Financial in the fall of 2018, and is responsible for our business development initiatives. Connor is a graduate of Western University with a Bachelor of Management and Organizational Studies degree, specializing in Finance. Connor obtained his CFA Charter in February 2022, and is a member of the Toronto CFA Society. Recently taking up cycling, Connor is a passionate athlete, enjoying all sports, including hockey, which he has played since his youth.

Debbie Bear comes to Velikonja Financial with an extensive background in the accounting field. She is the first person you speak to when you call in to Velikonja Financial and she looks after all the administrative needs of clients. With her strong commitment to client service she is a welcome addition to the team. Debbie has two sons and enjoys gardening in her spare time.

 Adam Ferrett joined Velikonja Financial in 2015. He has an extremely varied background, having spent several years sailing the seas as a cruise ship musician before finding his way to CIBC, where he spent three years assisting clients at the branch level, before joining Velikonja Financial. Adam shares in the administrative duties and also oversees Ted's calendar. Adam is married and has one daughter.