Peter Papadopoulos, CIM
Portfolio Manager, Senior Investment Advisor
Peter is a Portfolio Manager & Senior Investment Advisor with over 31 years of experience successfully managing wealth for high-net worth families, executives, entrepreneurs, doctors, lawyers and professional athletes at CIBC Private Wealth. He brings significant knowledge in helping clients achieve their goals with trusted advice and planning, using an integrated and collaborative family office model, while providing diverse and comprehensive opportunities.
Peter has earned the Chartered Investment Manager (CIM®) designation, the industry standard for discretionary investment and portfolio management services. Peter is also licensed in life insurance and incorporates these solutions into his clients financial plans.
Peter has built a reputable business helping clients achieve their financial, retirement and estate planning financial objectives, advising on well over $1.9 billion* in assets for high-net-worth families and institutions. Peter, his team and our CIBC partners can help to create and implement a comprehensive & integrated wealth management plan.
Peter regularly speaks at the Smith School of Business at Queen’s University as a special guest, teaching students about Real Estate and Investing. He also supports numerous charities such as Durham CAS; Dreams & Wishes Children’s Charity & CureSPG50 and is a CIBC One for Change leader Donor. Peter and his wife Charlotte, have 2 sons, Nicholas and Jack, who are both involved with the practice. In his free time, Peter enjoys playing soccer, staying active, and spending quality time with his family and friends.
*as of August 2026
THE PAPADOPOULOS FINANCIAL GROUP
The Papadopoulos Financial Group prides itself on having a team of professionals who are experts in their own subject matter, who respect and care for each other and most importantly, who are on a mission to help clients achieve their financial goals in life. Learn more about each team member below.
Nicholas Papadopoulos
Investment Advisor
Nicholas joined CIBC following his graduation from the Ivey Business School at Western University, where he earned an Honours Business Administration degree with distinction, ranked in the top 25% of his class, and served as President of the Ivey Investors Society.
Nicholas began his career at CIBC as an Investment Banking Analyst, where he advised Canadian public companies on asset sales, acquisitions, equity and debt offerings, and other strategic financial decisions. He also gained experience in CIBC’s Leveraged Finance Group, underwriting debt to support Canadian mergers and acquisitions, and with an external asset manager as part of their Product Strategy Group.
Nicholas has completed CFA® Program Level II and is currently pursuing the CFA® designation. He is also licensed in life insurance. Nicholas is committed to working closely with clients to deliver integrated investment management and financial planning advice designed to help them achieve their long-term goals.
Bill Costopoulos, PFP
Associate Investment Advisor
Bill joined the team in 2007 and has been in the industry since 2000. As a member of the team he is dedicated to helping clients achieve their goals.
As Peter's 'right-hand', it is Bill's job to help with client & portfolio management.
He is a graduate of York University, has completed the CSC, CPH, and PFP accreditations and he continues to learn and educate himself. This practice along with his investment expertise has contributed to the successful relationships he has built with clients.
Aidan Conlon
Investment Advisor Assistant
Aidan joined CIBC following his graduation from the University at Albany in New York. During his time there he obtained his Bachelors of Science in Business Administration with a concentration in Finance, while also playing for the Division 1 Men’s Lacrosse Team.
In addition to his degree, Aidan has completed his CSC, CPH and is now working towards the Chartered Investment Manager Designation (CIM®). Aidan manages the client requests, reporting and the transfers from other institutions.
Jack Papadopoulos
Client Associate
Opens in your telephone provided application. jack.papadopoulos@cibc.com Opens in your email provided application.Jack Papadopoulos joined the team full-time after graduating with an Honours degree in Economics from Wilfrid Laurier University. Over the past four years, Jack worked part-time with the team as an Assistant, gaining valuable exposure to wealth management and client service while developing a strong foundation in wealth management.
In his new role as a Client Associate, Jack supports the team across a range of functions including client and wealth management, handling client service requests, preparing reports, and managing account transfers from other institutions.
Jack is currently pursuing the completion of industry courses, along with the CFA® designation and his Insurance License, further building his technical knowledge and commitment to the industry. Jack’s combination of academic background, team experience, and continued professional development position him to deliver strong support and trusted service to clients.
Yusra Kang
Client Associate
Yusra joined CIBC following her graduation from the University of Toronto with an Honors Bachelor of Science. Her studies were focused in Environmental and Political Science, but ultimately Yusra realized her passion for the field of Finance. Yusra manages client onboarding, transfers from other institutions, and annual portfolio reviews.
Ciara Meneley
Administrative Assistant
After graduating with distinction from Queen's University in Economics, Ciara joined a Multi-Family Office where she supported her team with complex investment accounting, tax compliance and financial reporting for Ultra-High-Net-Worth clients. She brings with her a strong foundation in family governance and cross-functional project coordination. Ciara provides focused execution to support the team from an administrative perspective.”
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Albina Azizi, PFP
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Albina has built her career on Bay Street as a financial planner, guiding clients through complex decisions with thoughtful planning and effective wealth strategies. Her experience in banking, underwriting, and asset management gives her valuable insight into a wide range of client needs. Albina holds a Bachelor of Commerce (Honours) in Public Economics and the PFP® designation, demonstrating her commitment to ongoing professional growth. Based in Toronto, she enjoys travelling and finds inspiration in global cultures for both life and finance.
Nunzio Rucchetta
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.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.
Chrissy Giouzelis, CPA, LL.M.
Wealth Strategist
Chrissy is a tax and accounting professional, holding her CPA title and a Masters in Tax Law, providing her with a comprehensive understanding of the intricacies of tax law and regulations here in Canada. Over the past 9 years, she has held various positions at Deloitte, EY and national accounting firms in the tax compliance and advisory space. She uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Chrissy's role at CIBC Wealth Management is to provide comprehensive financial planning advice and recommendations to clients with specific emphasis on tax efficiency, wills, and estate and trust planning. Chrissy provides a holistic review of a client’s current situation by performing a deep discovery to learn about the family, understand the family’s goals, and assess the family’s financial position, as well as any current planning and structures in place. Chrissy works closely with the family’s other advisors to effectively identify and recommend appropriate strategies.