Richard Lapointe, CIM®
Investment Advisor
Graduate of John Molson School of Business and CIBC Wood Gundy advisor since 1990. My passion is working closely with high net worth clients to understand and customize investment plans to meet their financial needs.
My objective is to help clients attain their dreams and goals, while easing them through retirement. With over 35 years of experience in the investment industry, I specialize in building high conviction portfolios and integrating complex covered-call writing strategies. In addition to the market and the economy, I love donating to causes that are dear to me.
Giancarlo Cataldo, CIM®, CFA
Associate Investment Advisor
Graduate of John Molson School of Business with over 10 years in the investment industry. His duties include helping clients every step of the way to achieve their financial goals. He plans to be in contact with clients regularly to focus on delivering a consistent stream of investment income and to be flexible with any changing circumstances. Chartered Investment Manager (CIM) designation holder, registered for options trading and CFA charterholder.
Nicholas Constas, CIM®
Associate Investment Advisor
Graduate of John Molson School of Business with over 10 years of financial services industry experience. His duties include managing client portfolios, dealing with day-to-day trading and being in contact with clients regularly. Chartered Investment Manager (CIM) designation holder, registered for options trading and Chartered International Wealth Manager (CIWM) candidate.
Ian Chung
Client Associate
Graduate of McGill University's Desautels Faculty of Management with a Master's degree of Management in Finance. His responsibilities include handling administrative tasks, dealing with client requests, as well as supporting the team in equity research and portfolio management. Registered for options trading.
Kathleen S. Flynn
Client Associate
With over 30 years of experience in the investment industry and working with Richard Lapointe's team over 20 years, her duties include the administration of all client accounts and is the first point of contact for all client requests. Licensed for trading.
Denise Koutlakis
Administrative Associate
With over 10 years of investment industry experience, she has been handling administrative demands and client requests as a part of the team since 2018. Registered for trading.
Jennifer Laliberté
Administrative Assistant
Having been with Wood Gundy for over 2 years, her responsibilities within the team include client account administration and fulfilling various client requests.
Richard Lapointe, CIM®
Graduate of John Molson School of Business and CIBC Wood Gundy advisor since 1990. My passion is working closely with high net worth clients to understand and customize investment plans to meet their financial needs.
My objective is to help clients attain their dreams and goals, while easing them through retirement. With over 35 years of experience in the investment industry, I specialize in building high conviction portfolios and integrating complex covered-call writing strategies. In addition to the market and the economy, I love donating to causes that are dear to me.
Giancarlo Cataldo, CIM®, CFA
Graduate of John Molson School of Business with over 10 years in the investment industry. His duties include helping clients every step of the way to achieve their financial goals. He plans to be in contact with clients regularly to focus on delivering a consistent stream of investment income and to be flexible with any changing circumstances. Chartered Investment Manager (CIM) designation holder, registered for options trading and CFA charterholder.
Nicholas Constas, CIM®
Graduate of John Molson School of Business with over 10 years of financial services industry experience. His duties include managing client portfolios, dealing with day-to-day trading and being in contact with clients regularly. Chartered Investment Manager (CIM) designation holder, registered for options trading and Chartered International Wealth Manager (CIWM) candidate.
Ian Chung
Graduate of McGill University's Desautels Faculty of Management with a Master's degree of Management in Finance. His responsibilities include handling administrative tasks, dealing with client requests, as well as supporting the team in equity research and portfolio management. Registered for options trading.
Kathleen S. Flynn
With over 30 years of experience in the investment industry and working with Richard Lapointe's team over 20 years, her duties include the administration of all client accounts and is the first point of contact for all client requests. Licensed for trading.
Denise Koutlakis
With over 10 years of investment industry experience, she has been handling administrative demands and client requests as a part of the team since 2018. Registered for trading.
Jennifer Laliberté
Having been with Wood Gundy for over 2 years, her responsibilities within the team include client account administration and fulfilling various client requests.