• 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 CIBC's 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 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.

• With nearly 20 years of progressive leadership in investment management, Jon brings a wealth of expertise to the team, spanning both institutional investment and high-net-worth advisory. Jon previously led a team of CIBC investment professionals, shaping investment philosophy and driving the development of recommendation lists for traditional and alternative funds.
• Previously, as Vice President at The Carlyle Group, Jon was a Portfolio Manager for equity long/short, event-driven, emerging markets, and other hedge fund strategies, delivering strategic solutions for institutional clients.
• Jon holds the Chartered Financial Analyst (CFA®) designation and a Bachelor of Commerce in Economics from the University of Guelph, currently serves on the Alternative Investment Management Association (AIMA) Canada Executive Committee, and was recognized in 2021 with AIMA Canada's Volunteer Leading Champion Award.

• David entered the financial services industry in 2017 and joined the Colling Group in 2019.
• David's primary job responsibilities are trading and execution for the Colling Group managed strategies, account management, and producing the Wealthview podcast.
• David is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Investment Manager (CIM®) designation.

• With over 25 years in financial services, including 23 years with The Colling Group, Luana offers a rare depth of continuity, expertise and institutional knowledge.
• As one of the team's most senior professionals, she is a valued resource for clients navigating complex planning matters, with particular expertise in registered accounts, trusts, estates, and tax-related issues. Clients value her precision, discretion, and calm, steady approach.

• Daniela began her career in financial services in 2015 and joined CIBC Wood Gundy in 2018. A University of Toronto graduate with an Honours Bachelor of Arts in History, she supports new client onboarding and helps lead the client experience accross the practice.
• With expertise in account administration, workflow coordination and trade support, Daniela plays a key role in keeping operations running smoothly behind the scenes. 

• Since beginning her career in financial services in 2017, Zainab has developed a strong expertise in the day-to-day operations that support smooth and efficient client relationships.
• Her experience includes account administration, registered accounts such as RRSPs, TFSAs and RRIFs, as well as the accurate and timely reporting clients rely on to stay informed.
• Attentive and detail-driven, Zainab is committed to making every client interacion feel seamless, personal and well supported through consistent follow-through. 

• Rachel holds a Bachelor of Arts in Economics from McGill University and a Master's in Economics from Concordia University. She began her doctoral studies in economics at the University of Ottawa before redirecting her focus toward capital markets and is currently a Chartered Financial Analyst® (CFA®) Program Level 1 candidate. 
• She began her career in financial services with CIBC Global Asset Management in 2025 before joining The Colling Group.
• Rachel brings a strong quantitative training and an analytical mindset to the team, supporting client reporting and the research process. 

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.

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 here in Canada. Over the past 9 years, she has held various positions at Deloitte, EY and national accounting firms in the tax compliance and advisory space. She uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Chrissy's role at CIBC Wealth Management is to provide 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 a client’s current situation by performing a deep discovery to learn about the family, understand the family’s goals, and assess the family’s financial position, as well as any current planning and structures in place. Chrissy works closely with the family’s other advisors to effectively identify and recommend appropriate strategies.

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.