David Servinis, CIM
David and his team specialize in helping his clients to preserve and enhance their wealth.
Following a successful business partnership, expansion and sale, David joined CIBC Wood Gundy in 2004. A graduate of the University of Toronto, David acquired the commitment, discipline and leadership that he proudly displays today as an Investment Advisor.
Building strong, trusted and lasting relationships is the cornerstone of David's advisory practice. He focuses on the financial and investment needs of affluent individuals, families, professionals and business owners. David stresses a long term investment horizon which incorporates financial and estate planning as well as tax minimization. He emphasizes clarity and integrity and prides himself in providing exceptional client service.
David is an active member in the community, supporting numerous organizations, interests and teams. He feels a particular connection to the Princess Margaret Hospital and to the SickKids Hospital/Foundation
Galen Snutch
Galen joined CIBC in 2015 and has since been assisting clients with their investing and lending needs. Galen's entrepreneurial background allows him to have a unique perspective when working with clients on strategies to achieve their goals and aspirations. He currently assists with creation and management of customized plans for a variety of high net worth clients. He is CIRO licensed as a Registered Representative and will be assisting clients with placing trades and account opening procedures. Galen attended Seneca college in Toronto and completed the General Business program. He has also completed multiple courses with the Canadian Securities Institute including the Canadian Securities Course and Portfolio Management Techniques. He was born and raised in Unionville and moved down to Toronto (Leslieville) in early 2014 where he currently lives with his wife. Galen enjoys staying active on the golf course, hockey rink and on a weekend can be found up in cottage country.
Dianne Lasrado, CFA, CIM
Private Banking Advisor
As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.
Nunzio Rucchetta
Estate Planning Specialist
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.
Francesco Laudadio, RRC
Wealth Strategist
Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.
Dianne Lasrado, CFA, CIM
As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.
Nunzio Rucchetta
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.
Francesco Laudadio, RRC
Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.
Natalie Bender
Senior Trust and Estate Consultant
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team 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. Natalie has been with CIBC since 2018.
Natalie Bender
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team 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. Natalie has been with CIBC since 2018.
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.
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.