Peter Vondracek, P.Eng, CFA
Senior Wealth Advisor
Peter Vondracek has been an Investment Advisor for 15 years. Before becoming an advisor, he worked in institutional equity research for 5 years. His experience included the coverage of over 30 companies. Peter is a CFA® Charterholder and has completed numerous other financial courses including the Canadian Securities Course, Conduct and Practices Handbook, and Derivatives Fundamentals and Options Licensing. Peter is also a Licensed Engineer having graduated from Queen's University with a Bachelor of Science (B.Sc.) in Electrical and Computer Engineering.
"I do for my clients what they would do for themselves if only they had the time, my knowledge, and my expertise." TM
Peter Vondracek, P.Eng, CFA
Peter Vondracek has been an Investment Advisor for 15 years. Before becoming an advisor, he worked in institutional equity research for 5 years. His experience included the coverage of over 30 companies. Peter is a CFA® Charterholder and has completed numerous other financial courses including the Canadian Securities Course, Conduct and Practices Handbook, and Derivatives Fundamentals and Options Licensing. Peter is also a Licensed Engineer having graduated from Queen's University with a Bachelor of Science (B.Sc.) in Electrical and Computer Engineering.
"I do for my clients what they would do for themselves if only they had the time, my knowledge, and my expertise." TM
Matthew Gorman, PhD, CFA
Liam Lew, CIM
Liam joined Peter’s team in March 2021. He graduated from the University of Guelph majoring in Marketing and minoring in Economics. Liam obtained the Chartered Investment Manager (CIM®) designation in 2025. He utilizes his knowledge along with the integrated wealth management approach to support the team and aid clients with their requests.
In his spare time, Liam enjoys playing hockey and golf while cheering on any Toronto sports team especially the Toronto Maple Leafs.
Lindsay Macdonald
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.