Peter Papadopoulos, CIM
Portfolio Manager, Senior Investment Advisor
Peter is a Portfolio Manager & Senior Investment Advisor with over 27 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, using an integrated and collaborative family office model, while providing diverse and comprehensive opportunities.
Peter is currently a member of CIBC’s exclusive Chairman’s Council. He also is honored to be on Canada’s Top Advisor list for two years in a row, named by the Globe and Mail’s Shook Research Report on Business. Peter has earned the (CIM)® designation, the industry standard for discretionary investment and portfolio management services. This designation is recognized by Canadian regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's portfolio. 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 with trusted advice; which now sees him successfully advise 250 households with approximately $750 million 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.
Annually, Peter 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 taking business degrees in university.
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.
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 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.
James joined Wood Gundy in 2022 after spending the past year in CIBC’s Retail and Small Business banking division. James began working at CIBC while finishing his last semester of his BA at Queen’s University. James has completed the CSC, WME, CPH courses, and is a CFA Level II Candidate. James currently manages day-to-day administrative tasks and annual client reviews.
Nicole started at The Papadopoulos Financial Group following her graduation from Saint Mary’s University in Halifax. Nicole has previously worked in investor relations where she fostered her passion for the investment industry. Her time in university was spent studying finance and economics while completing a mentorship in wealth management. Nicole has completed her CSC and is working towards her CPH and RR licensing. She is currently focused on creating efficiencies in our processes and enhancing our client service. Nicole manages documentation, scheduling, and client on boarding.
Anna Di Geronimo
Anna began her career at CIBC Wood Gundy in 2002 and became a part of Peter's team in 2013. Peter refers to Anna as the ‘Chief Information Officer'. She takes over 30 years of project management experience and applies it to keeping the business running in an organized and efficient way so Peter and Bill can effectively work on helping clients reach their financial goals. Anna also builds deep relationships with clients and is very passionate about understanding clients and their needs.
In addition to helping manage and keep the team organized Anna also gives back. She contributes to the Miracle Day program at the firm by helping to organize and raise funds for the organization and her dedication to giving back to the community has earned her a National Employee Achiever's Award twice.
Eduardo Chacin, CFP, PFP, CIM
Financial Planning Specialist
Estate Planning Specialisteduardo.email@example.com
Eduardo currently builds and delivers comprehensive financial plans for our high-net-worth clients. He has played key roles supporting technology, financial planning and portfolio management projects across Canada and holds credentials that demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of our clients' unique financial situations.
Estate Planning Specialist
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.
Senior Trust and Estate Consultant
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Natalie has been with CIBC since 2018.