Prateek Bose, MBA, CFP®, CIWM, FCSI
Senior Wealth Advisor
Prateek has been in the financial services sector for over 25 years, with a strong focus on holistic financial planning–including investment planning, tax planning, retirement planning, estate and insurance planning. He has helped individuals and families for over 20 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 (B.Com) from the University of Toronto. Prateek also holds the CERTIFIED FINANCIAL PLANNER® designation, the Certified International Wealth Manager (CIWM) designation, and is a Fellow of the Canadian Securities Institute (FCSI®). He is also Insurance licensed.
Outside of work, you can find Prateek exercising, reading, travelling, and playing golf.
Abhishek Shrivastava, MBA, CFP®, CIM®
Senior Wealth Advisor
Abhishek has been in the financial services industry for nearly 20 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 Hayre Singh
Client Associate
Rupi is an experienced Client Associate with over 25 years in the banking industry and the last 15 years 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.