Prateek has been in the financial services sector for nearly 25 years, with a strong focus on holistic financial planning–including investment planning, retirement planning, estate and insurance planning. He has helped individuals and families for the last 15 years make their wealth ambitions a reality and has gained a deep appreciation for building and nurturing client relationships.

Prateek holds a Master of Business Administration (MBA) from Dalhousie University and a Bachelor of Commerce from the University of Toronto. Prateek also has his Certified Financial Planner (CFP) designation, Certified International Wealth Manager (CIWM) designation, and is a Fellow of the Canadian Securities Institute (FCSI).

Outside of work, you can find Prateek exercising, reading, travelling, and playing golf.

Winston has been in the investment industry for more than 25 years, with a focus on asset management. For the last 17 years, he has been helping clients achieve their wealth ambitions. He was the lead Portfolio Manager for the wrap program of a major Canadian mutual fund company from 2003 to 2006. Winston holds the Chartered Financial Analyst (CFA) and the Chartered Investment Manager (CIM) designations.

Through his experience, Winston has gained a deep knowledge of financial markets and wealth management. He is enthusiastic about tax-efficient investment strategies to help clients minimize taxes and maximize wealth creation.

Outside of work, Winston is passionate about history and when he is not at the office, he enjoys spending time with his family, cooking and playing chess.

Abhishek has been in the financial services industry for more than 16 years. Through his experience, Abhishek has honed his craft and delivers exceptional service. He is passionate about holistic financial planning and believes in taking a life-centered approach when helping clients.

Abhishek’s experience includes being a Senior Financial Consultant at a competitor firm and a Senior Financial Advisor at CIBC Imperial Service. In both of these roles, he was responsible for many aspects of financial planning, investment planning, retirement planning, tax and estate planning, insurance and more.

Abhishek holds an MBA in Finance from the Institute of Chartered Financial Analysts of India (ICFAI) and has the CFP and CIM designations. He is also insurance licensed and fluent in Hindi, Gujarati, Punjabi and Urdu.

When Abhishek is away from his desk, he enjoys spending time with family. He also enjoys cooking, travelling and learning about different cultures and their food.

Rupi is an experienced Client Associate with over 25years in the banking industry.

The last 12years working at CIBC Wood Gundy.

Rupi was born and educated in Kent, England. After graduating from Dartford College, she relocated to Canada where she joined CIBC.

Her journey started with the Wire and Transfer Department. After completing the Canadian Securities Course in 2006, Rupi found herself at CIBC Wood Gundy. Her experience and knowledge have since expanded and provides excellent customer service.

During her time away from the office, Rupi enjoys reading and riding her bike along Lakeshore.