Deepak Chawla, PFP, CFP®, MBA
Deepak Chawla is a seasoned financial professional with over two decades of experience helping clients build, manage, and protect their wealth. As a Senior Wealth Advisor at CIBC Wood Gundy in Mississauga, Deepak provides customized investment and financial planning solutions, guided by a disciplined approach and a deep understanding of his clients’ unique goals.
Prior to joining CIBC Wood Gundy, Deepak spent nearly eight years as a Senior Financial Planner with CIBC, where he developed a strong foundation in holistic financial advice and wealth planning. Deepak is experienced in providing tailored investment advice to a diverse clientele having worked with top-tier banks in both UK and India. He holds a Master of Business Administration (MBA) and is a CERTIFIED FINANCIAL PLANNER® professional. Deepak also holds the PFP® designation, and a Certificate in Financial Services Advice.
Deepak is committed to building long-term relationships based on trust, transparency, and a shared vision for financial success.
Mae Fernandes
Mae has over 15 years of experience in Wealth Management in Canada and from UAE.
As a Client Associate, her objective is to deliver exceptional customer service involving administrative and investment support. She is dedicated to supporting clients in reaching their financial goals & in earning their trust by addressing their requests with professionalism & efficiency. Mae’s international work exposure has given her valuable insight into diverse cultures and a deep appreciation for their unique perspectives. This greatly enhances her ability to foster strong, meaningful relationships with clients and deliver added value.
Mae holds a MSc.in Finance from Heriot-Watt University (Dubai Campus). She strongly believes and consistently pursues lifelong learning, reflecting her strong dedication to professional growth and excellence.
Outside of work, Mae enjoys reading history and geopolitics.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn 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 your plans occur as you desire.
By fully assessing her client’s needs, Marilyn 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.
Marilyn 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. Marilyn has been with CIBC since 2000.
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.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Marilyn Andrade, BA, B.Comm., MTI
Marilyn 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 your plans occur as you desire.
By fully assessing her client’s needs, Marilyn 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.
Marilyn 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. Marilyn has been with CIBC since 2000.
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.