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

The Colling Group

  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights

Our Team

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8855
Email Email us
Email Email
Telephone Number Tel

About The Colling Group

The Colling Group is focused exclusively on helping high net worth families achieve their long-term financial goals. We bring over 100 years of collective experience to our client relationships and deliver bespoke solutions through an open investment architecture and comprehensive planning resources.

 

As discretionary wealth managers we operate in a fiduciary capacity for our clients through our well constructed multi-asset class strategies. Our interests are aligned with our clients' long-term objectives and are ultimately driven by their success. We're committed to delivering high levels of service and communication to our clients and position ourselves as the go-to advisor for a wide range of financial and lifestyle needs. We're proud of the strong relationships we've built over the years and the valuable contributions we have been able to make towards them.

 
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OUR TEAM

Headshot of Dean Colling.

Dean Colling

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(416) 594-8855

Email:

Dean.Colling@cibc.ca

  • With over 30 years’ experience in managing wealth for individuals, foundations and corporate clients, Dean brings significant knowledge and expertise to the development of client investment strategy.
  • Dean has an Economics degree from Western University and a Master of Finance (MFin) degree from Queen's University School of Business. He also holds the Chartered Investment Manager (CIM) designation.
  • Dean serves on the Investment Consulting Service (ICS) advisory committee.
  • Dean serves on the Foundation board of CODE, a UNESCO award winning charity supporting literacy and learning around the world. He also is a member of the Development Cabinet of POGO (Pediatric Oncology Group of Ontario).
  • Dean currently sits on the Queen's University Smith School of Business, Master of Finance Advisory Board, their Alternative Asset Fund Advisory Board, as well as serving as a guest lecturer.

 

Rocco Letterio

Rocco Letterio

Senior Wealth Advisor

Tel:

(416) 594-8860

Email:

rocco.letterio@cibc.ca

  • Rocco brings over 34 years of experience in the financial services industry, including more than 28 years with CIBC Wood Gundy.
  • As a senior member of the team, Rocco plays a central role in shaping investment strategy, conducting in-depth portfolio analysis, and providing market and investment research tailored to each client's objectives. He also serves as a primary point of contact for high-net-worth clients, leading regular portfolio reviews and strategic discussions to ensure alignment with their evolving financial goals.
  • Rocco holds an Honours Bachelor of Commerce degree from Ryerson University and the Chartered Investment Manager (CIM®) designation, reflecting his commitment to professional excellence and advanced portfolio management.

Alex Abyaneh

Alex Abyaneh

Associate Investment Advisor

Tel:

(416) 594-8875

Email:

Alex.Abyaneh@cibc.com

  • Alex has more than a decade of experience in the financial services industry, spending several years working in Europe prior to moving to Canada.
  • Having received a doctorate degree (PhD) in Finance in addition to a Master’s degree in Research and Financial Accounting from Université Grenoble Alpes in France, Alex also attended the Sprott School of Business at Carleton University to receive his MBA.
  • Alex holds the Chartered Investment Manager (CIM) designation.  
  • Coming from an extensive academic background, Alex has been active in teaching others pursuing a post-secondary education in finance. He has been an instructor at York University’s Schulich School of Business’ Master of Finance program and a guest lecturer at Schulich’s Health Industry MBA program.
  • As a senior member of the team, Alex is focused on asset allocation and macro strategy, along with managing our due diligence process. 
  • Alex is fluent in French and Farsi.

Headshot of Luana Farina.

Luana Farina

Client Associate

Tel:

(416) 594-8842

Email:

luana.farina@cibc.ca

  • Luana has over 20 years of experience in the financial services industry, including 17 years with the Colling Group.
  • As a senior member of the team, Luana is very experienced in providing high level service and administration to clients.
  • She is particularly knowledgeable with registered products (RRSP/RRIFs, TFSAs, IPPs), trusts, and tax related inquiries.
  • Luana is licensed as an Investment Representative.

David Fawcett

David Fawcett

Financial Associate

Tel:

(416) 313-0817

Email:

david.fawcett@cibc.com

  • David began his career at another financial institution before joining CIBC in 2019.
  • David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, client reporting, and producing the Wealthview podcast.
  • David currently holds the Certified Financial Planner (CFP®)  and the Chartered Investment Manager (CIM®) designations.

Colin Shea

Colin Shea

Client Associate

Tel:

(416) 594-8950

Email:

Colin.Shea@cibc.com

  • Colin is a University of Guelph graduate, with a Bachelor of Commerce and a specialization in Economics and Finance.
  • Prior to joining CIBC in 2022, Colin had several internships at wealth management firms in Toronto.
  • Colin duties include trading and execution of the Colling Group managed strategies, specialized client reporting and administrative support.

Headshot of Daniela Bubersky.

Daniela Bubersky

Client Associate

Tel:

(416) 594-0050

Email:

Daniela.Bubersky@cibc.com

  • Daniela began her career in the financial services industry in 2015, and joined CIBC Wood Gundy in 2018.
  • Her primarily responsibilities are administration, account documentation, and client service.
  • Daniela is a graduate of the University of Toronto, with an honours degree in History.

Zainab Al Tukmachi

Zainab Al Tukmachi

Client Associate

Tel:

(416) 594-8807

Email:

zainab.altukmachi@cibc.com

  • Zainab began her career in the financial services industry in 2017 after completing her studies at York University.
  • She has meticulous attention to detail and is committed to providing clients with the highest level of service.
  • Zainab is licensed as an investment representative.

Aram Agopian

Aram Agopian

Estate Planning Specialist

Email:

aram.agopian@cibc.ca

  • 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.
  • 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 philanthropic aspirations and future generations.
  • He has earned several industry designations, including the 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.

Nunzio Rucchetta

Nunzio Rucchetta

Estate Planning Specialist

Email:

nunzio.rucchetta@cibc.ca

  • 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.

Chrissy Giouzelis

Chrissy Giouzelis

Wealth Strategist

Email:

chrissy.giouzelis@cibc.com

  • Chrissy is a tax and accounting professional, holding her CPA title and a Masters in Tax Law, providing her with a comprehensive understanding of the intricacies of tax law and regulations in Canada.
  • Prior to joining us at CIBC, Chrissy spent nine years at Deloitte and EY in the tax compliance and advisory space. Chrissy provides comprehensive financial planning advice and recommendations to clients with specific emphasis on tax efficiency, wills, and estate and trust planning.
  • Chrissy provides a holistic review of each client’s current situation by performing a deep discovery to learn about their family, their goals and financial position, as well as any current planning and structures in place. She works closely with our client’s tax and legal advisor to effectively identify and recommend appropriate strategies.

Jamie Golombek

Jamie Golombek

Managing Director Tax And Estate Planning

Email:

jamie.golombek@cibc.ca

  • 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.

Nunzio Rucchetta

Nunzio Rucchetta

Estate Planning Specialist
Opens in your telephone provided application.
nunzio.rucchetta​@cibc.ca
Opens in your email provided application. Opens in a new tab.

  • 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.

Chrissy Giouzelis

Chrissy Giouzelis

Wealth Strategist
Opens in your telephone provided application.
chrissy.giouzelis​@cibc.com
Opens in your email provided application. Opens in a new tab.

  • Chrissy is a tax and accounting professional, holding her CPA title and a Masters in Tax Law, providing her with a comprehensive understanding of the intricacies of tax law and regulations in Canada.
  • Prior to joining us at CIBC, Chrissy spent nine years at Deloitte and EY in the tax compliance and advisory space. Chrissy provides comprehensive financial planning advice and recommendations to clients with specific emphasis on tax efficiency, wills, and estate and trust planning.
  • Chrissy provides a holistic review of each client’s current situation by performing a deep discovery to learn about their family, their goals and financial position, as well as any current planning and structures in place. She works closely with our client’s tax and legal advisor to effectively identify and recommend appropriate strategies.

Jamie Golombek

Jamie Golombek

Managing Director Tax And Estate Planning
Opens in your telephone provided application.
jamie.golombek​@cibc.ca
Opens in your email provided application. Opens in a new tab.

  • 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.

Headshot of Dean Colling.

Dean Colling

Senior Wealth Advisor
Senior Portfolio Manager
(416) 594-8855
Opens in your telephone provided application.
Dean.Colling​@cibc.ca
Opens in your email provided application. Opens in a new tab.

  • With over 30 years’ experience in managing wealth for individuals, foundations and corporate clients, Dean brings significant knowledge and expertise to the development of client investment strategy.
  • Dean has an Economics degree from Western University and a Master of Finance (MFin) degree from Queen's University School of Business. He also holds the Chartered Investment Manager (CIM) designation.
  • Dean serves on the Investment Consulting Service (ICS) advisory committee.
  • Dean serves on the Foundation board of CODE, a UNESCO award winning charity supporting literacy and learning around the world. He also is a member of the Development Cabinet of POGO (Pediatric Oncology Group of Ontario).
  • Dean currently sits on the Queen's University Smith School of Business, Master of Finance Advisory Board, their Alternative Asset Fund Advisory Board, as well as serving as a guest lecturer.

 

Rocco Letterio

Rocco Letterio

Senior Wealth Advisor
(416) 594-8860
Opens in your telephone provided application.
rocco.letterio​@cibc.ca
Opens in your email provided application. Opens in a new tab.

  • Rocco brings over 34 years of experience in the financial services industry, including more than 28 years with CIBC Wood Gundy.
  • As a senior member of the team, Rocco plays a central role in shaping investment strategy, conducting in-depth portfolio analysis, and providing market and investment research tailored to each client's objectives. He also serves as a primary point of contact for high-net-worth clients, leading regular portfolio reviews and strategic discussions to ensure alignment with their evolving financial goals.
  • Rocco holds an Honours Bachelor of Commerce degree from Ryerson University and the Chartered Investment Manager (CIM®) designation, reflecting his commitment to professional excellence and advanced portfolio management.

Alex Abyaneh

Alex Abyaneh

Associate Investment Advisor
(416) 594-8875
Opens in your telephone provided application.
Alex.Abyaneh​@cibc.com
Opens in your email provided application. Opens in a new tab.

  • Alex has more than a decade of experience in the financial services industry, spending several years working in Europe prior to moving to Canada.
  • Having received a doctorate degree (PhD) in Finance in addition to a Master’s degree in Research and Financial Accounting from Université Grenoble Alpes in France, Alex also attended the Sprott School of Business at Carleton University to receive his MBA.
  • Alex holds the Chartered Investment Manager (CIM) designation.  
  • Coming from an extensive academic background, Alex has been active in teaching others pursuing a post-secondary education in finance. He has been an instructor at York University’s Schulich School of Business’ Master of Finance program and a guest lecturer at Schulich’s Health Industry MBA program.
  • As a senior member of the team, Alex is focused on asset allocation and macro strategy, along with managing our due diligence process. 
  • Alex is fluent in French and Farsi.

Headshot of Luana Farina.

Luana Farina

Client Associate
(416) 594-8842
Opens in your telephone provided application.
luana.farina​@cibc.ca
Opens in your email provided application. Opens in a new tab.

  • Luana has over 20 years of experience in the financial services industry, including 17 years with the Colling Group.
  • As a senior member of the team, Luana is very experienced in providing high level service and administration to clients.
  • She is particularly knowledgeable with registered products (RRSP/RRIFs, TFSAs, IPPs), trusts, and tax related inquiries.
  • Luana is licensed as an Investment Representative.

David Fawcett

David Fawcett

Financial Associate
(416) 313-0817
Opens in your telephone provided application.
david.fawcett​@cibc.com
Opens in your email provided application. Opens in a new tab.

  • David began his career at another financial institution before joining CIBC in 2019.
  • David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, client reporting, and producing the Wealthview podcast.
  • David currently holds the Certified Financial Planner (CFP®)  and the Chartered Investment Manager (CIM®) designations.

Colin Shea

Colin Shea

Client Associate
(416) 594-8950
Opens in your telephone provided application.
Colin.Shea​@cibc.com
Opens in your email provided application. Opens in a new tab.

  • Colin is a University of Guelph graduate, with a Bachelor of Commerce and a specialization in Economics and Finance.
  • Prior to joining CIBC in 2022, Colin had several internships at wealth management firms in Toronto.
  • Colin duties include trading and execution of the Colling Group managed strategies, specialized client reporting and administrative support.

 
 
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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.