Jonathan Kopman, CIMA, CIM™
As a Senior Wealth Advisor and Associate Portfolio Manager at CIBC Wood Gundy, for over 27 years I have worked closely with clients to ensure that not only do they meet their financial obligations, but are in a position to build a full life unique to their individual imaginations. To accomplish this, I customize wealth strategies, investment advice and tax-planning solutions to help clients reach their financial goals an preserve their legacies. With a collaborative and disciplined approach, I partner with individuals, families, professionals, executives, business owners and charitable foundations. I hold the Canadian Investment Manager (CIM™), the Certified Investment management Analyst (CIMA) and the Asssociate Portfolio Manager (APM) designations.
Philanthropy and giving back to the community have always been a part of my life. Among various initiatives and board positions, I have served on the board and am the past Chair of JVS Toronto. Currently, I am a member of the Jewish Foundation’s Professional Advisory Committee (PAC). As well, I take a more hands on approach to volunteering through biweekly visits to Baycrest’s Apotex Centre doing pet therapy with my two affectionate Australian Labradoodles.
I am a passionate tri-athlete and runner, having completed an Ironman triathlon as well as several marathons. The training discipline required to successfully complete each of these races is reflected in the way in which I manage clients' investment needs. I have been happily married for almost 25 years and have two vibrant and creative daughters.
Josh Silver
Josh joined the SK Financial Group at CIBC Wood Gundy after spending several years in the financial services industry, working in Investment, Wealth, and Asset Management firms.
Josh received his Bachelor of Commerce degree from the Smith School of Business at Queen’s University, and is currently working towards his Chartered Investment Management (CIM®) designation. In addition to completing the registration requirements to become an Associate Investment Advisor, Josh supports Jonathan in helping create customized wealth strategies, investment research and due diligence, and client-centric work.
He looks forward to applying his experience in investment management and holistic wealth management to our clients. Josh is excited to get to know our clients and will endeavour to become a part of the sacred bond that we have built with our clients.
In his spare time, Josh enjoys playing hockey, golf, tennis, and skiing, as well as travelling and going on canoe trips.
Nataliia Kuzovych
Nataliia has been with CIBC since 2019 and recently joined SK Financial Group as Client Associate. She has an eye for detail, overseeing important documentation and ensuring all client administrative needs are processed quickly and accurately.
Tanya Werger
Tanya recently joined CIBC Wood Gundy and SK Financial Group as Administrative Assistant after many years in the non-for-profit space. Tanya has experience in project management, stakeholder relations and digital marketing. She brings her friendly and warm demeanor to clients, assisting them with all their financial needs.
In her spare time, Tanya enjoys a great book, a hot cup of coffee and traveling to new countries.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Geoff Booth
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.