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

The Bernardi Financial Group

  • Home
  • About us
    • Our team
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John-Paul Bernardi, CFA, CIM, CFP®

Senior Wealth Advisor, Senior Portfolio Manager

(416) 594-8962
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john-paul.bernardi@cibc.com
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John-Paul graduated from the University of Windsor with a Business Administration and Economics degree in 2004. He joined CIBC Wood Gundy upon graduation. John-Paul has earned numerous financial industry designations such as the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), and the prestigious Chartered Financial Analyst (CFA). He is also licensed in life, accident and disability insurance.

When he is away from the office, John-Paul enjoys spending time with family and friends as well as traveling.

Michael Bishop

Michael Bishop, B.Comm., FMA

Administrative Associate

(416) 594-8364
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michael.bishop@cibc.com
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Michael graduated from McMaster University with a Bachelor of Commerce degree in 1998 and joined the team in October of that year. Michael served as an Associate Investment Advisor for many years before moving to a part-time role with the team in summer 2010 in order to spend more time with his young family (who are not so young anymore).

Michael continues to enjoy his part-time role with the team while also assisting a retired advisor write and publish several books focused on helping financial advisors serve their clientele more effectively and efficiently.

Michael lives in Toronto with his wife and two sons but looks forward to getting out of the city to enjoy all of the natural beauty and outdoor experiences that Southern Ontario offers whenever he has the opportunity.

Sidney Marentette

Sidney Marentette, BA

Administrative Assistant

(416) 369-8812
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sidney.marentette@cibc.com
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Sidney graduated from the University of Western Ontario with a Bachelors of Arts degree majoring in Music. Though her formal education lies in the Arts, she found a love for the financial industry when she joined CIBC in 2019. Sidney is currently enrolled in the (Canadian Securities Course) and plans to continue her education by completing the CPH® (Conduct and Practices Handbook).

When she is not working in the office, you can find Sidney photographing weddings, playing golf, singing, or planning her next adventure around the globe.

Raisa Rashid, BA

Administrative Assistant

(416) 594-0955
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raisa.rashid@cibc.com
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Raisa recently completed her Bachelor of Arts degree in Economics at York University. During her time at university, she already began working, and this experience further fueled her fascination with the financial industry.

Now working full-time, Raisa's interest in the investment sector has grown, prompting her to consider enrolling in the Canadian Securities Course (CSC) and, after completing that, moving on to the Conduct and Practices Handbook (CPH).

Outside of work, Raisa enjoys traveling, cooking for her loved ones, and spending quality time with friends and family. Additionally, she seeks excitement through thrilling activities like skydiving and skiing.

Everett

Everett Redfern, B.Comm.

Client Associate

(416) 594-8861
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Everett.Redfern@cibc.com
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Everett graduated from Ryerson University with a Bachelor of Commerce where he majored in Entrepreneurship.

Everett’s interests in investments stemmed from managing his own finances early on and his appreciation for building valuable, long lasting relationships with clients. He has successfully completed the CSC (Canadian Securities Course) and the CPH (Conduct and Practices Handbook) in March 2024 and is now registered with CIRO. 

Outside of work, Everett’s interests and passions include golf, skiing, cooking, and traveling.

Who We Are

The Bernardi Financial Group has more than 40 years of combined investment experience and currently manages more than $300 million in client assets.

Click here to learn more about our team

What We Do

We specialize in developing individualized strategies and financial plans based on your unique needs, goals, comfort level and objectives. We are committed to providing superior service and being your primary contact for all your Financial and Estate planning needs.

Click here to learn more about our services

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Contact us

Address

The Bernardi Financial Group Address
Brookfield Place Suite 600
181 Bay Street
Toronto, ON M5J 2T3
Telephone number: (416) 594-8962
Fax: (416) 369-8967

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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.