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

PAPADOPOULOS FINANCIAL GROUP

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Our team

About Wood Gundy

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PeterPapadopoulos

Peter Papadopoulos, CIM

Portfolio Manager, Senior Investment Advisor

(416) 594-7836
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peter.papadopoulos@cibc.ca
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Peter is a Portfolio Manager & Senior Investment Advisor with over 28 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 (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; which as of November 2024, has him advising on well over $1 billion in assets for high-net-worth families and institutions. Peter, his team and his specialists 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.

 

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.

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Nicholas Papadopoulos

Investment Advisor

(416) 594-8989
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Nicholas joined CIBC following his graduation from the Ivey Business School at Western University where he was recognized for scoring in the top 25% of his graduating class and was the President of the Ivey Investors Society. Nicholas’ first professional experience was over a half-decade ago working under an Advisor at CIBC Wood Gundy. At Wood Gundy, Nicholas discovered his passion for wealth management and became keen to one-day return as an Advisor himself and advise clients for the long-term.

Nicholas began his full-time career at CIBC by honing his professional and technical skill set as an Investment Banking Analyst, advising large Canadian public companies on various asset sales, acquisition opportunities, equity & debt offerings, and other strategic financial decisions. Nicholas has additional experience in CIBC’s Leveraged Finance Group, underwriting debt to finance large Canadian mergers and acquisitions, and at another financial institution as part of their Americas Product Strategy Group.

Nicholas has completed the CFA® level I, and is currently working towards achieving his full CFA® Designation in addition to numerous other industry credentials. Given his professional and educational background, Nicholas is equipped to manage all aspects of a client’s portfolio.

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Bill Costopoulos, PFP

Associate Investment Advisor

(416) 594-8627
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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

Aidan Conlon

Investment Advisor Assistant

(416) 307-1467
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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.

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Yusra Haidar

Client Associate

(416) 304-2255
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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 on boarding, transfers from other institutions, and annual portfolio reviews.

SPECIALISTS

The Papadopoulos Financial Group has an extended team of specialists as part of their offer to clients. Learn more about some of the specialists below.

Raj Dhawan.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist

(905) 510-4143
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Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

  • Masters of Business Administration (MBA)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

Nunzio Rucchetta

Nunzio Rucchetta

Estate Planning Specialist

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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. 

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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.