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

Intrinsic Financial Group

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Our Team

Address 530 Queen Street East Suite 100 Sault Ste. Marie ON, P6A 2A1
Telephone Number (705) 949-5808
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Our Team

"Great things in business are never done by one person; they're done by a team of people"      - Steve Jobs

 

The Intrinsic Financial Group, affiliated with CIBC Wood Gundy and located in Sault Ste. Marie, Ontario, is a distinguished investment team catering to professional corporations and clients with investable assets exceeding $1 million. Currently overseeing $600 million in assets under management, our team is renowned for its comprehensive wealth management services.


With one of the largest investment advisory teams in Sault Ste. Marie, backed by over 75 years of combined industry expertise, we are committed to addressing all your wealth management needs. Our extensive experience enables us to provide tailored solutions for your financial future.


We take pride in serving multiple generations of affluent families, guiding them in asset management, future planning, and seamless legacy transfers to subsequent generations. With a track record spanning over three decades, we remain dedicated to supporting you and your family for generations to come.

 

Adam Slumskie, CIM

Portfolio Manager, Senior Wealth Advisor
(705) 949-5808
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adam.slumskie@cibc.ca
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Adam is the lead Portfolio Manager and head of the Intrinsic Financial Group, overseeing nearly $600 million in client assets. He is responsible for managing the team’s discretionary portfolios as well as individual client and corporate accounts. Adam takes great pride in not only building wealth for clients but also in ensuring they have a comprehensive plan in place to enjoy it.

 

With nearly 20 years of experience in financial markets, Adam combines a deep understanding of personal finance with extensive knowledge of capital and debt financing markets—key assets for our clients.

 

Adam began his career with CIBC Private Wealth in 2008 and holds the Chartered Investment Manager designation from the Canadian Securities Institute. He also earned an Honours Bachelor of Business Administration degree, majoring in Corporate Finance, from Wilfrid Laurier University.

 

A firm believer in empowering the next generation, Adam supports children’s charities such as Easter Seals and KidSport SSM. He is also an active contributor to Village Media’s Random Acts of Kindness program and the Sault Area Hospital Foundation. Outside of work, Adam enjoys traveling and spending summer weekends at his cottage with his wife, Marla, and their two children.

 

Jessica Casola, CIM®, CFP®

Associate Investment Advisor
(705) 949-5808
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jessica.casola@cibc.com
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Jessica is an Associate Investment Advisor and Relationship Manager with the Intrinsic Financial Group. She specializes in creating personalized financial plans that help clients feel confident about their future. Her approach is centered on understanding what matters most to clients and building clear, practical strategies to support their individual goals.

 

With over a decade of experience in the financial industry, Jessica joined the Intrinsic Financial Group in 2017. She holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, along with a Bachelor of Science in Chemistry.

 

Jessica is especially passionate about empowering women to take control of their financial futures. She understands the unique challenges women face and is committed to providing personalized guidance to help them feel informed and confident every step of the way. Jessica believes that every woman deserves to feel secure in her financial decisions and is dedicated to creating a supportive environment where they can thrive.

 

Born and raised in Sault Ste. Marie, Jessica has deep roots in her community and a passion for supporting youth sports. She is a Board Member of KidSport Sault Ste. Marie and has spent many years coaching various girls’ sports, including hockey, soccer, and ringette.

 

When she’s not at the office, Jessica loves staying active — whether it’s at the Pilates studio, playing hockey or soccer, or kickboxing. She also enjoys unwinding at camp with her husband, embracing the quiet moments away from the hustle of everyday life.

 

Andrew Lepore

Financial Associate
(705) 949-5808
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andrew.lepore@cibc.com
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Andrew is a Financial Associate and Relationship Manager with the Intrinsic Financial Group. With a strong foundation in investment strategy and portfolio management, he works closely with clients to develop personalized wealth strategies that align with their long-term objectives.

 

Andrew joined the Intrinsic Financial Group in 2020. He earned an Honours Bachelor of Commerce degree, specializing in Finance, from the Telfer School of Management at the University of Ottawa.

 

He specializes in asset allocation, risk management, and investment research, ensuring that clients receive tailored guidance to navigate market complexities. He believes in building strong, trust-based relationships with clients and delivering value through a client-first approach to helping them to achieve their financial goals.

 

Outside the office Andrew enjoys physical activity by spending time at the local YMCA, playing hockey in the winter and baseball in the summer. He also has a strong appreciation for good food and wine, and enjoys traveling with his wife, Tiana.

 

Greg Zahn

Senior Wealth Advisor
(705) 949-5808
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greg.zahn@cibc.ca
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Greg is a veteran in the investment industry and has been with CIBC since the onset of his career spanning over 35 years. His planning, logical thinking skills, and in-depth knowledge of the various market cycles help guide the direction and overall strategy of client portfolios. Greg has extensive experience in the capital market and debt financing side of the advisory business, which is a major asset to our clients. He takes great pride in the performance of each client’s portfolio and is always available to discuss their investment strategy and provide his views on the market. Greg obtained a Bachelor of Science degree majoring in Finance and Economics from Lake Superior State University.

 

In his down time, he enjoys spending time at his cottage with family and friends.

 

Lily Garson

Client Associate
(705) 949-5808
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lily.garson@cibc.com
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Lily joined the Intrinsic Financial Group in 2022. She comes to the team with 4 years of experience in the financial industry. While working within the industry she has gained a wide variety of skills and knowledge in many different aspects.

 

Lily has a passion for helping people and will display this through providing exceptional client services and ensuring clients needs are met in a timely and efficient manner. She will be one of the first point of contacts in the office and will complete a range of administrative tasks. Her dedication and loyalty will aid her in making meaningful client connections.

 

When she’s not in the office, you’ll likely find her soaking up the outdoors with her husband and their dog, Mabel. She deeply values time with loved ones, and some of her favourite memories are made while sharing laughs and stories with family and friends.

 

 

Jacob Santa Maria

Client Associate
(705) 949-5808
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jacob.santamaria@cibc.com
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Jacob joined the Intrinsic Financial Group in 2024. He brings to the team two years of prior financial services experience and a Bachelor of Commerce with a Specialization in Finance from the University of Ottawa. He has a genuine excitement and passion for investments and helping others comfortably maximize their financial situation. His responsibilities include client services, investment research and trading, and portfolio analysis. Jacob is dedicated to ensuring a smooth client experience and doing everything he can to help clients achieve financial success.

 

Away from the office, Jacob enjoys an active lifestyle, spending time at the hockey rink, ski hill, golf course, and the local Goodlife. He also enjoys weekly Sunday lunches with his extended family and cheering on his Montreal Canadiens.

 

Nancy Bird

Client Associate
(705) 949-5808
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nancy.bird@cibc.com
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Nancy is a Client Associate with the Intrinsic Financial Group, bringing over a decade of experience in the financial services industry. Nancy began her career in the financial sector after earning her Bachelor’s Degree in Administrative Studies from Nipissing University.

Throughout her career, she has developed a strong foundation in customer service, investment products and the ability to manage multiple priorities while maintaining a client-first mindset. Nancy is known for her positive attitude, organizational skills, and attention to detail. She thrives in a fast-paced environment and is always ready to go the extra mile. Additionally, she plays an essential role in maintaining accurate client records and helping to streamline the client experience.

Nancy approaches each moment in life with warmth, understanding, and a deep sense of gratitude. She enjoys camping and spending time with her family and Boston Terrier. You can find her at the baseball field, volleyball court, or running around Bellevue Park with her husband and daughters.

 

Alanis Vallecorsa

Administrative Associate
(705) 949-5808
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alanis.vallecorsa@cibc.com
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Alanis joined the Intrinsic Financial Group in 2022, following four years of experience as an insolvency administrator at a prominent accounting firm. She holds diplomas in both the Office Administration - Executive program and the Business - Accounting program from Sault College.

 

Alanis is known for her exceptional organizational skills, strong work ethic, and compassionate approach. She contributes a positive attitude and strong analytical abilities to the team, fostering new opportunities for learning and professional growth.

 

When she’s not working, Alanis enjoys staying active outdoors. She loves the tranquility of nature and finds it refreshing to disconnect. During the warmer months, she spends weekends at camp or by the pool with her husband and their family.

 

Alexa Notte, MBA

Administrative Assistant
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alexa.notte@cibc.com
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Alexa joined CIBC Wood Gundy in 2024 and brings with her two years of financial services experience and a strong academic background, holding both a Bachelor of Business Administration and a Master of Business Administration. She has a passion for client service and long-term aspirations in the wealth management industry. In her role, Alexa is dedicated to supporting clients through exceptional service, attention to detail, and a commitment to building strong relationships.

 

In addition to her professional accomplishments, Alexa has spent the past seven years coaching competitive gymnastics at the Sault Ste. Marie Gymnastics Club, where she takes pride in helping young athletes reach their full potential. Born and raised with a strong sense of community, Alexa values spending quality time with family and friends, especially enjoying the relaxation and natural beauty of camp life.

 
 
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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.


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