Tony Orfei
Senior Wealth Advisor
- With over 30 years of wealth management experience, Tony brings knowledge and expertise to develop an investment approach unique to each client's investment style
- York University majoring in Economics and Physical Education
- Tony serves as a Mama Ibado Charity Ambassador
Danny Logullo, CIM®
Senior Wealth Advisor
- Danny has over 20 years of wealth management experience, allowing him to create a financial and tax strategy that custom fits individual and business needs
- Honours BA in Economics from York University. Schulich School of Business Certificate in Business Fundamentals
- Chartered Investment Manager (CIM)
- Danny serves as a Mama Ibado Charity Ambassador
Alessia Orfei, CIM®
Associate Investment Advisor
- Alessia is a University of Guelph graduate with an HBSc in Biological Sciences and a minor in Business and joined CIBC Wood Gundy in 2018
- Chartered Investment Manager (CIM)
- As an Associate Investment Advisor, Alessia works closely with the senior team members
- She is focused on building meaningful relationships with clients to provide them with a quality customer service
Jenna Orfei
Client Associate
- Jenna is a University of Western Ontario graduate with an Honours B.HSc in Health Sciences and joined CIBC Wood Gundy in 2018
- CIRO Registered Representative
- Responsible for assisting with custom client reporting, portfolio reviews, tax planning and trade execution
- Jenna assists with the preparation and analyzes comprehensive and holistic financial plans
Daryn Stafford
Client Associate
- Daryn holds a Diploma in Finance from The Northern Alberta Institute of Technology and joined CIBC Wood Gundy in 2021
- CIRO Registered Representative
- Focused on portfolio construction, conducting research and overseeing the team's stock and mutual fund focus lists
- Daryn assists in the client service process and helps build a holistic client experience
Khurshid Phirozmand
Administrative Associate
- Khurshid is a University of Toronto graduate with an HBSc in Financial Economics and Statistics and joined CIBC Wood Gundy in 2023
- CIRO Registered Representative and is a candidate of the Chartered Financial Analyst (CFA) Program
- Khurshid focuses on client account administration, which includes account maintenance, documentation, wires, fund and account transfers
- Khurshid manages the social media and marketing for the team
Tony Orfei
Senior Wealth Advisor
- With over 30 years of wealth management experience, Tony brings knowledge and expertise to develop an investment approach unique to each client's investment style
- York University majoring in Economics and Physical Education
- Tony serves as a Mama Ibado Charity Ambassador
Danny Logullo, CIM®
Senior Wealth Advisor
- Danny has over 20 years of wealth management experience, allowing him to create a financial and tax strategy that custom fits individual and business needs
- Honours BA in Economics from York University. Schulich School of Business Certificate in Business Fundamentals
- Chartered Investment Manager (CIM)
- Danny serves as a Mama Ibado Charity Ambassador
Alessia Orfei, CIM®
Associate Investment Advisor
- Alessia is a University of Guelph graduate with an HBSc in Biological Sciences and a minor in Business and joined CIBC Wood Gundy in 2018
- Chartered Investment Manager (CIM)
- As an Associate Investment Advisor, Alessia works closely with the senior team members
- She is focused on building meaningful relationships with clients to provide them with a quality customer service