For over 30 years, Maria has concentrated her efforts on building a successful wealth management business based on integrity, mutual trust, consistency, and ongoing communication.

Maria’s thorough, detailed, holistic approach, which focuses on analyzing a client’s situation, both now and in the future, stems from her conservative investment methodology. Maria’s philosophy is based on the premise that no two people are alike; that change is constant, and no one investment is appropriate for every investor. Maria creates customized solutions that provide a strong financial foundation for her clients’ future.

Marias’ sound investment advice and overall care for her clients has fostered many referrals from clients and their trusted advisors.

A key member of the Zakos Financial Group, David has worked closely with Maria for the past 20 years. David concentrates on research and equity analysis and comprehensive portfolio reviews. In addition to being qualified to trade securities, David is also insurance licensed, has a strong background with our Investment Consulting Service (managed money), in-depth knowledge of Individual Pension Plans (IPPs), and Registered Pension Plans (RPPs), and extensive experience in equity block trading. David’s business degree, keen analytical mind, and tax background continue to be a valuable asset to the team and clients. David is always conversant with Maria’s view on the world economy and the markets as well as current stock recommendations.

Yana Moskovchenko is the newest member of the Zakos Financial Group. Her goal is to provide the highest level of customer service. She is registered with CIRO and can assist you with any of your administrative requests such as wire transfers, online access and account documentation in a stress free manner. She gained two years of banking experience at two of Canadian largest Financial Institutions after completing the Business Administration program at Humber College. In her free time, Yana enjoys working out and spending time with her family.

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.

As a Financial Planning Specialist, Peter supports Investment Advisors in delivering integrated financial planning services to our clients. Before working with our team, he spent 10 years supporting financial planning at CIBC Wood Gundy's head office where he was responsible for the successful implementation of our industry-leading financial planning tools and software, and has helped create over 1,000 financial plans for Investment Advisors across the country. Peter has obtained the Personal Financial Planner (PFP) designation and completed a number of courses through the Canadian Securities Institute.

Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to  help ensure they  reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations. 

Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have 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. Natalie has been with CIBC since 2018.

Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.