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.
Megan Deeks, CIM®
Tel:
(416) 594-8696Email:
Megan.Deeks@cibc.comMegan Deeks has spent her entire career in the wealth management industry. After several years working with different advisory teams, she joined her father at CIBC Wood Gundy in 2010 to create the Deeks Financial Group. She is incredibly proud of the deep relationships she has formed with her clients, with some being the great-great-grandchildren of investors who started with her father more than 50 years ago.
Under Megan’s stewardship, the practice has evolved and expanded the services that it offers clients. Megan provides discretionary portfolio management and insurance recommendations, to assist individuals and their families with estate planning and risk management. We create bespoke asset allocations and partner with third-party managers to achieve highly efficient, effective, and diversified portfolios. She credits her success to being grounded by the belief that the trust invested in her is a privilege. She sees it as her duty to use every resource at her disposal to put her clients’ interests first and to lead with empathy and compassion.
Megan was born and raised in Toronto and is a proud graduate of St. Clement’s School in midtown. As an adult, she spent many years giving back as the President of their alumni association. In 2007, she graduated with honours from Queen’s University, where she met her husband Simon Paabor. Together, they were active in student theatre and she has carried on that passion to this day. She is the Chair of the board for The Musical Stage Company, the largest and leading charitable musical theatre company in Canada. Megan considers herself lucky to live in Playter Estates, a neighbourhood in the heart of her favourite city, where she is always happiest spending time with her husband, son, daughter, and bulldog Percy.
Patrick David, MBA
Tel:
(416) 594-0560Email:
patrick.david@cibc.comPatrick manages client servicing, business development and efficiencies across DFG. He brings a wealth of cross-industry, experience in human resources, corporate development and general management broadly from his 20 years in leadership roles across the executive search and tech sectors. Patrick earned his HBA from the Richard Ivey School of Business and MBA from ESADE Business School in Barcelona.
Patrick is passionate about theatre, art, travel and fitness. He lives in Riverdale in Toronto with his husband and weimaraner, Nigel.
Michael Zimmermann, CIM®
Tel:
(416) 594-8661Email:
michael.zimmermann@cibc.caMichael holds the Chartered Investment Manager (CIM®) designation, and the Life License Qualification Program (LLQP) certification, allowing him to offer a full spectrum of wealth management solutions, including insurance planning. As a key member of our investment team, Michael develops customized investment strategies and comprehensive investment plans tailored to meet the complex needs of our clients. He is also responsible for ensuring a high level of client service and overseeing account administration.
Michael began his career in the financial industry at another leading investment firm, where he gained valuable experience in business development and client management, before joining CIBC Wood Gundy in 2018. He is able provide financial advice and investment recommendations.
Michael holds an Honours Bachelor of Business Administration degree from the University of Guelph, with a specialization in Business Management. He lives in downtown Toronto with his wife, where they enjoy the energy and convenience of condo living.
Brenda Sochaski
Tel:
(416) 594-8694Email:
brenda.sochaski@cibc.caBrenda has been in the investment industry since 1986 making her the longest tenured member of our team. She is our chief administrator, always here to help with any request. Her experience and broad network within CIBC Wood Gundy make her our go-to for executing tasks on behalf of our clients. Further, she has often taken on the role of mentor, training new associates in the branch and within our own team.
Brenda loves to give back, contributing every year as a member of our branch's Run For the Cure committee. Once she is done for the day, she is an avid sports fan and can also be found working outdoors in her garden or whipping up baked goods to share with friends and family.
Giuliana Greco
Tel:
(416) 956-1828Email:
giuliana.greco@cibc.comGiuliana joins The Deeks Financial Group following her successful completion of the CIBC Private Wealth Rotational Program, where she gained valuable experience across various roles at CIBC, including National Office, Private Banking, and Wood Gundy. She holds a Bachelor of Management and Organizational Studies with a specialization in Finance from Western University and is committed to furthering her expertise by pursuing her Chartered Investment Manager (CIM®) designation. Outside of the office, Giuliana enjoys travel (notably, Italy and Portugal are her favourites), finding new recipes to cook and spending time with friends and family.
Megan Deeks, CIM®
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.Megan Deeks has spent her entire career in the wealth management industry. After several years working with different advisory teams, she joined her father at CIBC Wood Gundy in 2010 to create the Deeks Financial Group. She is incredibly proud of the deep relationships she has formed with her clients, with some being the great-great-grandchildren of investors who started with her father more than 50 years ago.
Under Megan’s stewardship, the practice has evolved and expanded the services that it offers clients. Megan provides discretionary portfolio management and insurance recommendations, to assist individuals and their families with estate planning and risk management. We create bespoke asset allocations and partner with third-party managers to achieve highly efficient, effective, and diversified portfolios. She credits her success to being grounded by the belief that the trust invested in her is a privilege. She sees it as her duty to use every resource at her disposal to put her clients’ interests first and to lead with empathy and compassion.
Megan was born and raised in Toronto and is a proud graduate of St. Clement’s School in midtown. As an adult, she spent many years giving back as the President of their alumni association. In 2007, she graduated with honours from Queen’s University, where she met her husband Simon Paabor. Together, they were active in student theatre and she has carried on that passion to this day. She is the Chair of the board for The Musical Stage Company, the largest and leading charitable musical theatre company in Canada. Megan considers herself lucky to live in Playter Estates, a neighbourhood in the heart of her favourite city, where she is always happiest spending time with her husband, son, daughter, and bulldog Percy.
Patrick David, MBA
Financial Associate
Opens in your telephone provided application. Opens in your email provided application.Patrick manages client servicing, business development and efficiencies across DFG. He brings a wealth of cross-industry, experience in human resources, corporate development and general management broadly from his 20 years in leadership roles across the executive search and tech sectors. Patrick earned his HBA from the Richard Ivey School of Business and MBA from ESADE Business School in Barcelona.
Patrick is passionate about theatre, art, travel and fitness. He lives in Riverdale in Toronto with his husband and weimaraner, Nigel.
Michael Zimmermann, CIM®
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Michael holds the Chartered Investment Manager (CIM®) designation, and the Life License Qualification Program (LLQP) certification, allowing him to offer a full spectrum of wealth management solutions, including insurance planning. As a key member of our investment team, Michael develops customized investment strategies and comprehensive investment plans tailored to meet the complex needs of our clients. He is also responsible for ensuring a high level of client service and overseeing account administration.
Michael began his career in the financial industry at another leading investment firm, where he gained valuable experience in business development and client management, before joining CIBC Wood Gundy in 2018. He is able provide financial advice and investment recommendations.
Michael holds an Honours Bachelor of Business Administration degree from the University of Guelph, with a specialization in Business Management. He lives in downtown Toronto with his wife, where they enjoy the energy and convenience of condo living.
Brenda Sochaski
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Brenda has been in the investment industry since 1986 making her the longest tenured member of our team. She is our chief administrator, always here to help with any request. Her experience and broad network within CIBC Wood Gundy make her our go-to for executing tasks on behalf of our clients. Further, she has often taken on the role of mentor, training new associates in the branch and within our own team.
Brenda loves to give back, contributing every year as a member of our branch's Run For the Cure committee. Once she is done for the day, she is an avid sports fan and can also be found working outdoors in her garden or whipping up baked goods to share with friends and family.
Giuliana Greco
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Giuliana joins The Deeks Financial Group following her successful completion of the CIBC Private Wealth Rotational Program, where she gained valuable experience across various roles at CIBC, including National Office, Private Banking, and Wood Gundy. She holds a Bachelor of Management and Organizational Studies with a specialization in Finance from Western University and is committed to furthering her expertise by pursuing her Chartered Investment Manager (CIM®) designation. Outside of the office, Giuliana enjoys travel (notably, Italy and Portugal are her favourites), finding new recipes to cook and spending time with friends and family.