David Beattie is a seasoned Financial Advisor with over 25 years of experience guiding high-net-worth individuals and corporate executives in building, preserving, and transferring wealth. He specializes in bespoke investment strategies and tax optimization, making complex financial concepts accessible and actionable for his clients. 

He holds a degree in Business Economics and is a Certified Financial Planner (CFP®), Certified Investment Manager (CIM®), and licensed Life Insurance Advisor.  

Committed to continuous education, David strives to provide clients with a competitive edge in an ever-evolving financial landscape.   

Outside of work, he enjoys golf, competitive soccer, and spending quality time with his wife and three boys. 

With more than 25 years of experience in the investment management industry, Darren Wolpert helps clients build, preserve, and manage their wealth through changing market conditions. His client-centric approach emphasizes long-term relationships, personalized advice, and disciplined investment strategies. 

Outside of his professional career, Darren is an accomplished competitive bridge player, having won seven Canadian Team Championships. This is a testament to his analytical skills, strategic thinking, and composure under pressure. 

A devoted husband and father of two, Darren is a passionate supporter of the Toronto Blue Jays and now spends much of his time cheering on his children at their baseball games.  

Whether advising clients or competing on the baseball field, Darren values teamwork, preparation, integrity, and commitment to excellence.  

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

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 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. 

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.

Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I 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.

Albina has built her career on Bay Street as a financial planner, guiding clients through complex decisions with thoughtful planning and effective wealth strategies. Her experience in banking, underwriting, and asset management gives her valuable insight into a wide range of client needs. Albina holds a Bachelor of Commerce (Honours) in Public Economics and the PFP® designation, demonstrating her commitment to ongoing professional growth. Based in Toronto, she enjoys travelling and finds inspiration in global cultures for both life and finance.