Our Team
We believe that it is the outcome that is important for our clients. At Logie Joseph Investment Group, we always strive towards the best possible outcome for you and your family.
Joyce Logie, CFP, FCSI
Tel:
(416) 369-2104Email:
joyce.logie@cibc.ca
As a qualified Portfolio Manager with CIBC Wood Gundy, Joyce develops and selects investment portfolios for the individual investor looking to achieve superior risk-adjusted returns. Joyce's main focus is to provide personalized, discretionary portfolio management for client portfolios of $1 million and greater. She has been a trusted Investment Advisor to affluent individuals, businesses, family trusts and charities, creating investment solutions with her skilled team of associates.
In her spare time, Joyce enjoys family, travelling and the great outdoors.
Elizabeth Joseph, CFP, CIM, FMA, FCSI
Tel:
(416) 369-7687Email:
elizabeth.joseph@cibc.caWith over 18 years of experience in financial services, Elizabeth understands the complex financial needs of affluent clients. Knowing that no two situations are exactly the same, she ensures that each client and family receives financial advice tailored to their specific needs and situation. Elizabeth focuses on the financial planning, estate planning, asset allocation and investment strategy needs of clients. She puts particular emphasis on retirement planning; assisting clients in generating enough income in retirement to enjoy their life.
With a degree in Economics from McMaster University, Elizabeth has earned her Fellow of the Canadian Securities Institute (FSCI), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She holds Options and Life & Disability Insurance licenses as well and acts as the key investment contact for many of our clients.
Elizabeth resides in Toronto with her family. She actively participates in local church, school and children's sports activities. In her free time, she enjoys spending time with friends and family, travelling and reading.
Joyce Logie, CFP, FCSI
Portfolio Manager
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application.As a qualified Portfolio Manager with CIBC Wood Gundy, Joyce develops and selects investment portfolios for the individual investor looking to achieve superior risk-adjusted returns. Joyce's main focus is to provide personalized, discretionary portfolio management for client portfolios of $1 million and greater. She has been a trusted Investment Advisor to affluent individuals, businesses, family trusts and charities, creating investment solutions with her skilled team of associates.
In her spare time, Joyce enjoys family, travelling and the great outdoors.
Elizabeth Joseph, CFP, CIM, FMA, FCSI
Portfolio Manager
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.With over 18 years of experience in financial services, Elizabeth understands the complex financial needs of affluent clients. Knowing that no two situations are exactly the same, she ensures that each client and family receives financial advice tailored to their specific needs and situation. Elizabeth focuses on the financial planning, estate planning, asset allocation and investment strategy needs of clients. She puts particular emphasis on retirement planning; assisting clients in generating enough income in retirement to enjoy their life.
With a degree in Economics from McMaster University, Elizabeth has earned her Fellow of the Canadian Securities Institute (FSCI), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She holds Options and Life & Disability Insurance licenses as well and acts as the key investment contact for many of our clients.
Elizabeth resides in Toronto with her family. She actively participates in local church, school and children's sports activities. In her free time, she enjoys spending time with friends and family, travelling and reading.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.