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

Guzzi Wealth Advisory Group

  • Home
  • About us
    • Our team
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    • FAQ
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    • Products offering
    • Education program
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Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7945
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Professionals in Private Wealth Management

Based in Toronto, The Guzzi Advisory Group combines 50+ years of investment experience to help meet the investment objectives of Foundations, Charitable Organizations, Associations, Business Owners, Professionals and Affluent Families.

Our approach is highly customized and engaging, backed by industry leading credentials and experience, and supported by the size and depth of CIBC World Markets and CIBC Bank.

The Guzzi Advisory Group can help simplify the management of your organization's and/or family's wealth. Contact us today.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

Katrina Totino

Client Associate
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Aliza Dela Reyna

Aliza Dela Reyna

Administrative Assistant
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Camille Swaby

Camille Swaby|

Client Associate
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Fred Guzzi

Fred Guzzi, CFA, CIM, FEA, FMA, FCSI

Senior Wealth Advisor
Senior Portfolio Manager
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David Ritchie

David Ritchie, CIM

Associate Investment Advisor
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Jessica Byer

Jessica Byer

Financial Associate
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Peter Lisboa, CFA, CFP, MBA

Associate Investment Advisor
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Katrina Totino

Client Associate
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Aliza Dela Reyna

Aliza Dela Reyna

Administrative Assistant
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FEA: The New Standard in Family Enterprise Advising

Learn More to see how we can add value to you as a newly designated FEA.

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CFA Charterholder

Demand a professional that understands you. Learn more about the designation here.

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Contact us

Address

Guzzi Wealth Advisory Group Address
West Tower, The Bay Adelaide Centre
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-7945
Toll-free: 1 (800) 263-3803
Fax: (416) 594-7951
 

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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.