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

Orfei Logullo Financial Group

  • Home
  • About Us
    • Our Team
    • Our Partners
    • CIBC Wood Gundy
  • Solutions
    • Our Investment Philosophy
    • Our Process
    • Our Strategy
    • Our Clients
    • Our Integrated Approach
  • Services
    • Products and Services
    • Financial and Estate Planning
    • Investment Consulting Service
  • Client Resource Centre
    • Blogs
    • Market insights
    • Useful Links
  • Community
  • Contact us

Home

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 897-3714
Email Email us
Email Email
Telephone Number Tel

Our Promise

 

Our main priority is to work closely with you to help achieve your financial goals.  We listen to you to understand your situation, financial goals and risk tolerance.  Together, we create a long-term financial strategy that custom fits your unique goals and investment style.  Through experience, dedication and collaboration, The Orfei Logullo Financial Group will construct, optimize and preserve your wealth to achieve your financial aspirations while building your family legacy.

 

Our Team

Jenna Orfei

Jenna Orfei

Client Associate
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Daryn Stafford

Client Associate
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Khurshid Phirozmand

Administrative Associate
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Tony Orfei

Tony Orfei

Senior Wealth Advisor
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Danny Logullo, CIM®

Senior Wealth Advisor
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Alessia Orfei, CIM®

Associate Investment Advisor
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Jenna Orfei

Jenna Orfei

Client Associate
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Daryn Stafford

Client Associate
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Khurshid Phirozmand

Administrative Associate
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Learn more
 

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.

Learn more
 

Contact us

Address

Orfei Logullo Financial Group Address
1 City Centre Drive
Suite 1100
Mississauga, ON L5B 1M2
Telephone number: (905) 897-3714
Toll-free: 1 (800) 469-2583
Fax: (905) 272-3733
 

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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.