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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Toronto King Branch

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About us

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

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Our branch team

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Jennifer Mukherjee

Branch Manager

(416) 594-8825
Opens in your telephone provided application. jennifer.mukherjee​@cibc.com Opens in your email provided application.

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!

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Leanne Silva

Assistant Branch Manager

(416) 369-8532
Opens in your telephone provided application. leanne.silva​@cibc.com Opens in your email provided application.
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Zeena Housein

Branch Administrator

(416) 594-8984
Opens in your telephone provided application. zeena.housein​@cibc.ca Opens in your email provided application.

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

(416) 594-1948
Opens in your telephone provided application. leanne.aguiar​@cibc.com Opens in your email provided application.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nunzio Rucchetta

Nunzio Rucchetta

Estate Planning Specialist

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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.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist

(905) 510-4143
Opens in your telephone provided application. rajnish.dhawan​@cibc.com Opens in your email provided application.

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®)

Yazmeen Moroz

Yazmeen Moroz, PFP

Senior Private Banking advisor

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As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.

Evdokiya Yakub Aga

Evdokiya Yakub Aga

Senior Trust and Estate Consultant

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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.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.