Andrew Kucey, CFA, FCSI, CIM
Senior Wealth Advisor
Portfolio Manager
Andrew Kucey has over two decades of diverse experience in the financial industry, having started on the CIBC World Markets trading floor in the early 2000s, to working in strategic shareholder advisory and shareholder activism, and to founding and building a successful Canadian based hedge fund. Andrew decided to come full circle back to CIBC Wood Gundy because of his attraction to working directly and building relationships with affluent individuals, families and charitable organizations by taking a long-term, intergenerational and holistic approach to wealth management based on a foundation of mutual trust and respect. Andrew quarterbacks relationships for clients with his team’s stable of private bankers, estate, trust, tax and insurance advisors, and, when appropriate, commercial and investment banking teams.
Andrew is a CFA Charterholder and is a member of the Toronto CFA Society. He also attained his Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). Andrew graduated from Queen's University with both a Bachelor of Commerce (Honours) and a Bachelor of Economics. Andrew also completed the Investment Management program at Harvard Business School.
Andrew is involved in the wider community through his family’s charitable foundation. Those activities focus on youth and bridging educational barriers, health care and cultural institutions. Andrew is a ROM Young Patrons Circle Trailblazer. He is also a member of the MLSE Launch Pad Campaign Board, which focuses on improving the lives of at-risk youth.
Andrew lives in Oakville with his wife and daughters and their two dogs.
Charles Kucey, MBA
Investment Advisor
Charles Kucey has been in the financial industry and at CIBC Wood Gundy over 40 years. Partnering with leading investment professionals, such as estate planning and insurance specialists, Charles helps affluent individuals, trusts and corporations reach their financial goals and long-term objectives with customized investment solutions.
Charles graduated from the University of Toronto with a Bachelors of Science with Honours and also has a MBA from McMaster University. He enjoys being involved in the community and has worked with The Hospital for Sick Children as an industry representative and was part of the Oakville Community Foundation's building committee. Charles is currently on the Board of Governors of the Appleby College Foundation and was Chair of the St. Mildred's-Lightbourn School Foundation.
Jennifer Miller
Financial Associate
Jennifer brings with her a wealth of experience to Wood Gundy after working in the Bay Street financial industry for over 20 years. She joined The Kucey Financial Group in August 2020. She is eager to bring this knowledge and work experience to her position with The Kucey Group and is looking forward to making long term , enjoyable working relationships with our clients. She has a strong desire to do her job and do it well.
Jennifer was born and raised in Toronto. After attending Dalhousie University, she moved to the city’s St. Lawrence Market neighborhood . You might catch her there in the very early morning walking her dog Sophie. She enjoys reading and loves to swim, especially when at her family cottage in the Kawartha Lakes.
Jonah Zuckerman, CFA
Client Associate
Jonah embarked on his CIBC career in 2020 as a Product Manager for Wood Gundy, a short time after relocating from Montreal. In this role, he provided wealth management solutions for investment advisory offices across Canada, helping to position their businesses for growth and ensure the best outcomes for clients. He joins the Kucey Financial Group with the same dedication to building successful long-term partnerships and delivering excellent service.
Jonah graduated from the John Molson School of Business (JMSB) at Concordia University with a concentration in Finance and Economics. He is registered as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) and holds the Chartered Financial Analyst (CFA) designation.
Away from the office, Jonah enjoys an active lifestyle, spending much of his time outdoors with friends and family, always searching for the next great adventure.
Andrew Kucey, CFA, FCSI, CIM
Andrew Kucey has over two decades of diverse experience in the financial industry, having started on the CIBC World Markets trading floor in the early 2000s, to working in strategic shareholder advisory and shareholder activism, and to founding and building a successful Canadian based hedge fund. Andrew decided to come full circle back to CIBC Wood Gundy because of his attraction to working directly and building relationships with affluent individuals, families and charitable organizations by taking a long-term, intergenerational and holistic approach to wealth management based on a foundation of mutual trust and respect. Andrew quarterbacks relationships for clients with his team’s stable of private bankers, estate, trust, tax and insurance advisors, and, when appropriate, commercial and investment banking teams.
Andrew is a CFA Charterholder and is a member of the Toronto CFA Society. He also attained his Chartered Investment Manager designation (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). Andrew graduated from Queen's University with both a Bachelor of Commerce (Honours) and a Bachelor of Economics. Andrew also completed the Investment Management program at Harvard Business School.
Andrew is involved in the wider community through his family’s charitable foundation. Those activities focus on youth and bridging educational barriers, health care and cultural institutions. Andrew is a ROM Young Patrons Circle Trailblazer. He is also a member of the MLSE Launch Pad Campaign Board, which focuses on improving the lives of at-risk youth.
Andrew lives in Oakville with his wife and daughters and their two dogs.
Charles Kucey, MBA
Charles Kucey has been in the financial industry and at CIBC Wood Gundy over 40 years. Partnering with leading investment professionals, such as estate planning and insurance specialists, Charles helps affluent individuals, trusts and corporations reach their financial goals and long-term objectives with customized investment solutions.
Charles graduated from the University of Toronto with a Bachelors of Science with Honours and also has a MBA from McMaster University. He enjoys being involved in the community and has worked with The Hospital for Sick Children as an industry representative and was part of the Oakville Community Foundation's building committee. Charles is currently on the Board of Governors of the Appleby College Foundation and was Chair of the St. Mildred's-Lightbourn School Foundation.
Jennifer Miller
Jennifer brings with her a wealth of experience to Wood Gundy after working in the Bay Street financial industry for over 20 years. She joined The Kucey Financial Group in August 2020. She is eager to bring this knowledge and work experience to her position with The Kucey Group and is looking forward to making long term , enjoyable working relationships with our clients. She has a strong desire to do her job and do it well.
Jennifer was born and raised in Toronto. After attending Dalhousie University, she moved to the city’s St. Lawrence Market neighborhood . You might catch her there in the very early morning walking her dog Sophie. She enjoys reading and loves to swim, especially when at her family cottage in the Kawartha Lakes.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.