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.

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.