Our branch team
Jennifer Mukherjee
Branch Manager
Jennifer brings over two decades of financial service experience, beginning in Equity Capital Markets, and has made significant contributions to the success and the management of multiple branches over the past few years. In addition to Branch Management, Jennifer launched a Total Wealth program in the GTA West market and held leadership roles in Sales and Practice Management where she was responsible for Advisor focused Training & Development at another financial institution.
Jennifer brings a strong Practice Management approach to her leadership philosophy and believes all successful branches require open communication and partnership. A collaborative approach between advisor teams and management is the key to driving significant results.
On a personal note, Jennifer, and her husband Nayan are proud parents to their son Narayan and dog Leo. Giving back to the community is important to Jennifer and her family and they are actively involved in many charities focused on children in the city of Burlington. Jennifer is also a fine artist and enjoys painting and the arts when she is not managing Toronto King!
Josh McIntyre, CIM®
Senior Branch Administrator
Zeena Housein
Branch Administrator
Zeena has been an integral part of CIBC Wood Gundy and the Toronto King Branch since 2001. Zeena has developed extensive industry knowledge through her past experience as a Cage Operator, Branch Assistant and Administrative Associate. Her knowledge of effective business practices from varying points of view, as well as knowledge and industry expertise has contributed to her success as a coach and support to the staff.
Faith, family and friends are what refresh Zeena when she’s away from the office.
Leanne Aguiar
Branch Administrator
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.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.
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Elaine Liao, CFP, CLU, CFA
Wealth Strategist
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I 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.
Nelley Yiu, PFP, BA
Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application.During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.