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

Oakville

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Address 277 Lakeshore Road East Oakville ON, L6J 6J3
Telephone Number (905) 566-5685
Email Email us
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Telephone Number Tel

Welcome to CIBC Wood Gundy

CIBC Wood Gundy in Oakville has been a part of the community for over 30 years. Our team of exceptional Investment Advisors, Portfolio Managers, Associates and Assistants place the needs and goals of our clients (and their families) at the core of their business. Our depth of experience and knowledge provides our private and corporate clients with independent advice and guidance. We are committed to understanding your needs and developing customized solutions to pursue your goals.

Whether you are looking to build your retirement nest egg, transition into retirement, plan for your children's education or simply organize your financial life, our dedicated professionals will help develop a wealth management strategy plan that's suitable for you.

The value of working with a CIBC Wood Gundy Investment Advisor extends well beyond a variety of investment vehicles, and encompasses advice and solutions to help you in nearly every aspect of your financial life. We are client focused, relationship based and strong supporters of the community we live and work in. Our comprehensive array of products and services include:

  • Asset Management
  • Retirement Planning
  • Risk Management
  • Philanthropy
  • Discretionary Portfolio Management
  • Estate Planning
  • Mutual Funds
  • Equities
  • Fixed Income

Furthermore, we are backed by the strength and vast resources of CIBC.

Ranked CIBC the strongest bank in Canada and North America and third strongest bank in the world.

We work closely with our partners to ensure that all of your financial needs are taken care of. We have a CIBC Private Banker and an Estate & Insurance Specialist located within the Branch to provide those services locally if required.

Please feel free to contact me or any one of the Investment Advisors listed on this site if you have any questions, or would simply like another opinion on your current financial situation.

 

Sincerely,

Michael Riccio

Branch Manager

CIBC Wood Gundy

 

Michael Riccio, CIM, FCSI, CFP®

Branch Manager
LinkedIn
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Prior to joining CIBC Wood Gundy, Michael has spent the better part of 25 years in the Financial Services sector, holding positions at various Asset Management and Investment Firms. 

 

Michael is a graduate of the University of Western Ontario, and holds the Certified Financial Planner®, CIM® (Chartered Investment Manager), FCSI* (Fellow of the Canadian Securities Institute) and RRC* (Registered Retirement Consultant) designations.

 

He is a big believer of Financial Advice, and the impact that Investment Advisors have on the lives of Canadians.

 
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Our branch team

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Dalvir Bhari

Associate Branch Manager

Email:

DALVIRSINGH.BHARI@cibc.com

Linkedin

Dalvir Bhari is an accomplished financial services leader with over 14 years of experience at CIBC, currently serving as Associate Branch Manager at CIBC Wood Gundy, supporting the Oakville and Mississauga markets. Known for his strategic leadership and commitment to delivering exceptional service, Dalvir has held progressive leadership roles across the organization, including Senior Consultant and Community General Manager.

 

Dalvir brings expertise in team development, performance coaching, and business growth, with a strong focus on building lasting client and advisor relationships. He is passionate about helping advisors thrive in their practice by fostering a culture of collaboration, accountability, and client-centric service.

 

He holds an Accounting Diploma from Sheridan College and is committed to continuous learning and leadership excellence. Outside of work, Dalvir is a proud husband and father to a beautiful 3-year-old daughter. He is also an avid golfer who enjoys spending time on the course whenever possible.

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Monnette Tenorlas, PFP

Senior Branch Administrator

Tel:

(905) 337-4460

Email:

Monnette.Tenorlas@cibc.com

Linkedin

Monnette Tenorlas is an experienced financial services professional with a strong background in wealth management, financial planning, and branch operations. As Senior Branch Administrator at CIBC Wood Gundy, she leads with integrity and a focus on team development, compliance, and client service excellence.

 

With over 25 years in the industry-including nearly two decades at another leading financial institution, Monnette brings proven leadership and a commitment to operational success. She holds the PFP® designation and is a graduate of the University of Toronto.

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Nadia Grandoni

Branch Assistant

Email:

Nadia.Grandoni@cibc.com

Nadia Grandoni is an accomplished Branch Assistant with 15 years of experience in administrative and operational assistance at Wood Gundy. Throughout her career, she has demonstrated a strong commitment to enhancing operational efficiency and supporting her colleagues.

 

Nadia takes great pleasure in working with people and is dedicated to helping others through various tasks, effective communication, and attentive listening. Her contributions have earned her numerous "Moment Maker" accolades, along with recognition from both colleagues and management. She has also received a 15-year service acknowledgment, highlighting her dedication to the organization.

 

As a true people person, Nadia thrives on connecting with individuals, fostering respect and appreciation in every interaction. Outside of her professional life, she enjoys spending time in nature and being around people, which further fuels her passion for helping others.

Dalvir Bhari

Associate Branch Manager
Opens in your telephone provided application.
DALVIRSINGH.BHARI​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Dalvir Bhari is an accomplished financial services leader with over 14 years of experience at CIBC, currently serving as Associate Branch Manager at CIBC Wood Gundy, supporting the Oakville and Mississauga markets. Known for his strategic leadership and commitment to delivering exceptional service, Dalvir has held progressive leadership roles across the organization, including Senior Consultant and Community General Manager.

 

Dalvir brings expertise in team development, performance coaching, and business growth, with a strong focus on building lasting client and advisor relationships. He is passionate about helping advisors thrive in their practice by fostering a culture of collaboration, accountability, and client-centric service.

 

He holds an Accounting Diploma from Sheridan College and is committed to continuous learning and leadership excellence. Outside of work, Dalvir is a proud husband and father to a beautiful 3-year-old daughter. He is also an avid golfer who enjoys spending time on the course whenever possible.

Monnette Tenorlas, PFP

Senior Branch Administrator
(905) 337-4460
Opens in your telephone provided application.
Monnette.Tenorlas​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Monnette Tenorlas is an experienced financial services professional with a strong background in wealth management, financial planning, and branch operations. As Senior Branch Administrator at CIBC Wood Gundy, she leads with integrity and a focus on team development, compliance, and client service excellence.

 

With over 25 years in the industry-including nearly two decades at another leading financial institution, Monnette brings proven leadership and a commitment to operational success. She holds the PFP® designation and is a graduate of the University of Toronto.

Nadia Grandoni

Branch Assistant
Opens in your telephone provided application.
Nadia.Grandoni​@cibc.com
Opens in your email provided application. Opens in a new tab.

Nadia Grandoni is an accomplished Branch Assistant with 15 years of experience in administrative and operational assistance at Wood Gundy. Throughout her career, she has demonstrated a strong commitment to enhancing operational efficiency and supporting her colleagues.

 

Nadia takes great pleasure in working with people and is dedicated to helping others through various tasks, effective communication, and attentive listening. Her contributions have earned her numerous "Moment Maker" accolades, along with recognition from both colleagues and management. She has also received a 15-year service acknowledgment, highlighting her dedication to the organization.

 

As a true people person, Nadia thrives on connecting with individuals, fostering respect and appreciation in every interaction. Outside of her professional life, she enjoys spending time in nature and being around people, which further fuels her passion for helping others.

 

Our Investment Advisors & Teams

Laura Cameron 

Michael Cummins

Nasevski Wealth Advisory Group 

Peter Zhao Financial Group 

Rick Goverde

Ron Visser 

Sean Joseph

The Arabia-Borovilos Advisory Group 

The Incurvati Group 

The Murphy Investment Group 

 

Contact us

Address

Oakville Address
277 Lakeshore Road East
Oakville, ON L6J 6J3
Telephone number: (905) 566-5685
 

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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.