Mark began his career in 1984. He has over four decades of experience providing affluent investors and their families customized financial solutions to achieve their goals. As a Portfolio Manager and Fellow of the Canadian Securities Institute, Mark is committed to providing clients with peace of mind, exceptional service, and a long-term disciplined investment strategy. Mark’s success can be attributed to developing relationships based on trust, honesty, and integrity.

Richard began his career in 1992 and has over 30 years of experience providing investment advice to affluent families, associations, and corporations. Richard holds the Chartered Investment Management (CIM®) designation and tailors solutions to clients’ unique requirements. By maintaining a focus on asset allocation and adhering to stated risk tolerances, Richard and his team implement strategies to assist with the preservation of capital and the goal of long-term growth. Richard prides himself on building client relationships based on integrity, consistency, and mutual trust.

For over a decade, James Krikorian has been helping affluent individuals and families navigate uncertainty and plan for their financial future. In 2024 he joined the team at CIBC Wood Gundy to enhance his ability to serve his clients.

James manages individual, estate, trust and corporate assets, offering personalized investment solutions suited to your unique needs. After carefully exploring the complexities of your life and wealth needs, he tailors comprehensive strategies that align with your lifestyle to maximize success.

James employs a qualified team who support all areas of your finances, including financial planning, tax minimization, wealth preservation, estate planning and business succession.

James graduated with distinction from Laurentian University and has earned the right to use the Chartered Financial Analyst® (CFA®) designation, a globally recognized standard that measures and certifies the competence and integrity of financial analysts. He also holds the CERTIFIED FINANCIAL PLANNER® designation, often recognized as the gold standard in Canadian financial planning.

Outside of work James enjoys spending time outdoors with his wife and daughter.

Chris is a graduate of Laurentian University and holds a Bachelor of Business Administration degree. He has been in the financial services industry for three years, beginning his career with CIBC as a financial services representative, assisting clients with various credit and deposit needs. Chris joined the Santoni Strong Krikorian Wealth Management team in 2022, and assists with client relationship management, account transactions, trades, and reporting. Chris also works closely with our various partners in private wealth, helping to identify needs and provide solutions, such as our Investment Consultant Group and Financial Planning division. Outside of work, Chris enjoys working on vintage cars and boats, keeping them in pristine mechanical and cosmetic condition.  

Kaitie joined CIBC Wood Gundy in 2025 and has over 7 years of experience in the financial services industry.  Kaitie has built her career across a variety of roles, consistently delivering results in dynamic, fast-paced environments.  At Santoni Strong Krikorian Wealth Management she assists with client relationship management, account transactions, and reporting.

A graduate of Queen’s University Smith School of Business, she developed expertise in financial analysis, client service, and cross-functional collaboration.   

Outside of work, Kaitie channels her drive and discipline into training for half-marathons.  She also enjoys the creativity and problem-solving that comes from playing Dungeons & Dragons, where she’s known for her strategic thinking and her collaborative mindset.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.

As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.

As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.

Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.

I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.

I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.