Brahm Satov has been in the financial industry for over 20 years. He has a solid background in institutional research which he acquired from working alongside a well-known U.S. analyst. He then refined his skills during his time in research at two leading Canadian banks. Brahm holds an MBA, graduated with distinction and took his finance electives at Harvard.

He was also inducted into the "Who's Who in American Colleges and Universities," a program that recognizes students for their academic achievements and contributions to their community and school.

Brahm has been a portfolio manager for over fifteen years and was one of the few who navigated well in the last financial crises. He enjoys sharing his knowledge, discussing the economy and strategies and working with individuals to help them achieve their goals.

Angelo has been an investment advisor for over 25 years. He is a graduate of York University  Business School.

He also has the CFA designation. Angelo’s specialty is structuring income investment plans for clients. Away from the office, Angelo is a board member of the Kleinburg Business Improvement Association.

He is also on the board of an organization which provides pre-school and after-school programs for children in York Region.

Paul has worked in the financial industry for over 33 years.  Since 2015, Paul has been a Portfolio Manager with CIBC Wood Gundy. He has a solid background in portfolio management and trading which he acquired over the years at various financial institutions. In addition, Paul has acquired excellent insight into the precious metal sector. Paul holds the Chartered Financial Analyst (CFA) designation and has a MA degree in Economics

Anna has 30 years of investment industry experience.  She has been with CIBC Wood Gundy and its predecessor companies since 1991.

As a client associate, Anna’s experience and knowledge of the industry enable her to engage with clients to offer support and provide strong client services. She works closely with investment advisors to help manage their portfolios and develop new business.  Feel free to direct any administrative inquiries to Anna and she will be happy to assist. 

Vivian is our team's administrative assistant, and has a varied background in business administration, hospitality and retail management. 
Vivian approaches all aspects of any job with a positive, hard-working mindset, and is passionate about delivering outstanding customer service.
Vivian provides high-level administrative support to maintain workflow for the team. She works closely with our Advisor to address customer needs and ensure they have a positive experience.