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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

David Servinis

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About us

Address 200 King Street West 8th Floor Toronto ON, M5H 3T4
Telephone Number (416) 594-8072
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About us

David Servinis with his team member and partners

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
David Servinis

David Servinis, CIM

Senior Wealth Advisor, Portfolio Manager, Senior Investment Advisor
(416) 594-8072
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david.servinis@cibc.ca
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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

 

Noah Latimer

Associate Investment Advisor
(416) 594-9588
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Noah.Latimer@cibc.com
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Originally from Kingston, Ontario, Noah studied finance at Dalhousie University. Prior to joining CIBC Wood Gundy in 2022, Noah supported clients at a leading financial institution, helping them achieve their philanthropic and tax planning goals through donor-advised funds. As an Associate Investment Advisor at CIBC Wood Gundy, Noah is dedicated to offering customized strategies and guidance to help clients build and preserve their wealth over time.

 

Outside of the office, Noah enjoys playing squash and spending time at his family cottage north of Kingston. He also serves as a Camp Coach with Amici Children's Camp Charity, inspired by his own experiences attending Camp Ponacka each summer growing up.

 
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Dianne Lasrado

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

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

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

Dianne Lasrado, CFA, CIM

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Rucchetta

Estate Planning Specialist
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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

Francesco Laudadio, RRC

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
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Jamie Golombek

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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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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.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.