David Grimmond, B.Comm., CIM®, FCSI
Investment Advisor
David Grimmond graduated from the University of Windsor with a Bachelor of Commerce degree and started his career at CIBC in 2002, then joined Wood Gundy in 2004. In 2018, he became a Portfolio Manager and focused on building trusted, customized investment solutions for his clients.
With near 20 years’ experience, David specializes in advising high net worth clients to achieve their financial goals.
Along with achieving numerous investment industry designations, including Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®), he is also licensed to trade in options.
David is a proud member of the CIBC Private Wealth Diversity and Inclusion Committee. He is also an avid skier, tennis player, and enjoys travelling with his wife and son.
Nicholas Resendes
Client Associate
Nick completed the Bachelor of Business Program with a specialization in Finance and minor in economics at Wilfrid Laurier University in 2021. He gained practical banking experience through summer student roles with a major Canadian bank for one year, and CIBC for three years during his schooling. Since joining the team, Nick has successfully completed the CSC and CPH, and is currently studying towards his WME. He looks forward to learning and gaining further experience and exposure to the Wealth Management industry.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.