Slav Nasevski, CIM®
Slav joined a predecessor firm of CIBC Wood Gundy in 1999 and has held various positions throughout her career. These included Sales Assistant, Branch Administrator, Associate Investment Advisor and now enjoys her current role as an Investment Advisor.
Several years ago, Slav determined that her skills, experience and passion for people were best suited to directly helping clients achieve their financial goals. Slav guides clients through the financial planning and wealth management process and is committed to helping clients make informed financial decisions. She prides herself on providing an exceptional level of service and believes that truly listening and educating clients is the key to forming a long lasting and trusting relationship.
Slav earned a Bachelor degree from McMaster University and holds credentials from the Canadian Securities Institute including the Chartered Investment Manager (CIM®) designation.
Slav lives in Oakville with her husband Peter and their 3 boys (including identical twins). In her spare time she loves to cook and is an avid reader.
Hester Liu, MBA
Hester has significant knowledge of the capital markets, gained through 10 years of trading with a global energy company. She holds an MBA from the Schulich School of Business at York University and is a graduate of City University in London, England. Hester is also registered with CIRO and working toward her CFA designation.
Hester is an avid student of history and art and also enjoys tennis and badminton. Hester shares our passion for working with families, educating young adults about saving and building wealth, and finding solutions for all things financial.
Rachel O'Donnell, QAFP
Rachel has been in the Financial Services industry for several years; most recently with a competitor firm. During this time Rachel completed the internal Wealth Management Associate Program in 2020 and the Qualified Associate Financial Planner certification in 2021. Rachel is registered with CIRO and has experience with many aspects of the investment advisory business including cash management, executing trades, and organizing seminars and client events. In her spare time, Rachel enjoys spending time with friends and family, being outdoors, baking and figure skating.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
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.
Yazmeen Moroz, PFP
Senior Private Banking advisor
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
Manuel Rebelo, CPCA, TEP
Director, Trust and Estate
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
David A. Murphy
Mortgage Advisor
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
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.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
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.
Yazmeen Moroz, PFP
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.