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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Kumaresan Wealth Management Group

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  • About us
  • Wealth Management Services
    • Investment methodology
    • Our solutions
  • Market insights
  • Integrated approach
  • Contact us

About us

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 229-5866
Email Email us
Email Email
Telephone Number Tel

CIBC Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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OUR TEAM

We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.

headshot

Sugi Kumaresan, CIM, CFP®

Senior Wealth Advisor

Tel:

(416) 229-5866

Email:

sugithan.kumaresan@cibc.ca

Linkedin

Sugi is a Senior Wealth Advisor with CIBC Wood Gundy, leading the Kumaresan Wealth Management Group. He has been with the firm since 2000 and uses his over 25 plus years of experience and expertise to develop customized financial roadmap's for clients. Sugi has extensive industry training and accreditation, including Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Sugi and his wife Sugarna have two daughters and a Bichon Frise. They have lived in Woodbridge for over 15 years. Sugi and his family are involved in the community with many philanthropic endeavors.  

headshot

Paul Mannu, CIM®

Wealth Advisor

Tel:

(416) 229-2706

Email:

paul.mannu@cibc.com

Linkedin

Paul joined the Kumaresan Wealth Management Team in 2021 as an Associate Wealth Advisor. He has been with CIBC for over 12 years gaining expertise in the areas of trading, investment advice and private wealth services. Paul's role within the team is focused on wealth management. He utilizes his experience to empower high net worth investors with knowledge and an outcome driven investment plan.  Paul is Chartered Investment Manager (CIM) designation holder. 

Paul and his wife Sandy have had the privilege of traveling the world, and now have settled down in Mississauga with their young daughter and elder dog.

Michelle Rowe

Michelle Rowe

Associate Wealth Advisor

Tel:

(416) 229-5868

Email:

michelle.rowe@cibc.ca

Michelle is an Associate Wealth Advisor and has worked with CIBC Wood Gundy for 30 years. Sugi and Michelle formed their partnership in 2012 and created KWMG. She has a passion to provide excellent client experience. the long and close relationships she's shared with our clients is a testament to that effort. 

Michelle and her husband Steve live in Toronto but enjoy time away, through both summer and winter months, at their cottage in Bracebridge with golden doodle Bailey. While there she loves the time spent with family including her sweet nieces and nephews!

headshot

Angela Diamanti

Client Associate

Tel:

(416) 229-6572

Email:

angela.diamanti@cibc.ca

Angela joined the Kumaresan Wealth Management team in 2022 as a client associate. She has been with CIBC for over 20 years providing exceptional customer service and administrative support to high net worth clients. Angela offers interpersonal skills, she is friendly and knowledgeable and is committed to providing high-quality service and enhanced client relationships. 

Angela and her husband Frank live in Toronto with their 2 sons. Angela spends her winters in hockey arenas and summers at baseball diamonds cheering on her boys. She also enjoys quiet time at the cottage with family and friends. 

Paul Mannu, CIM®

Wealth Advisor
(416) 229-2706
Opens in your telephone provided application.
paul.mannu​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Paul joined the Kumaresan Wealth Management Team in 2021 as an Associate Wealth Advisor. He has been with CIBC for over 12 years gaining expertise in the areas of trading, investment advice and private wealth services. Paul's role within the team is focused on wealth management. He utilizes his experience to empower high net worth investors with knowledge and an outcome driven investment plan.  Paul is Chartered Investment Manager (CIM) designation holder. 

Paul and his wife Sandy have had the privilege of traveling the world, and now have settled down in Mississauga with their young daughter and elder dog.

Michelle Rowe

Michelle Rowe

Associate Wealth Advisor
(416) 229-5868
Opens in your telephone provided application.
michelle.rowe​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Michelle is an Associate Wealth Advisor and has worked with CIBC Wood Gundy for 30 years. Sugi and Michelle formed their partnership in 2012 and created KWMG. She has a passion to provide excellent client experience. the long and close relationships she's shared with our clients is a testament to that effort. 

Michelle and her husband Steve live in Toronto but enjoy time away, through both summer and winter months, at their cottage in Bracebridge with golden doodle Bailey. While there she loves the time spent with family including her sweet nieces and nephews!

Angela Diamanti

Client Associate
(416) 229-6572
Opens in your telephone provided application.
angela.diamanti​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Angela joined the Kumaresan Wealth Management team in 2022 as a client associate. She has been with CIBC for over 20 years providing exceptional customer service and administrative support to high net worth clients. Angela offers interpersonal skills, she is friendly and knowledgeable and is committed to providing high-quality service and enhanced client relationships. 

Angela and her husband Frank live in Toronto with their 2 sons. Angela spends her winters in hockey arenas and summers at baseball diamonds cheering on her boys. She also enjoys quiet time at the cottage with family and friends. 

Sugi Kumaresan, CIM, CFP®

Senior Wealth Advisor
(416) 229-5866
Opens in your telephone provided application.
sugithan.kumaresan​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

Sugi is a Senior Wealth Advisor with CIBC Wood Gundy, leading the Kumaresan Wealth Management Group. He has been with the firm since 2000 and uses his over 25 plus years of experience and expertise to develop customized financial roadmap's for clients. Sugi has extensive industry training and accreditation, including Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Sugi and his wife Sugarna have two daughters and a Bichon Frise. They have lived in Woodbridge for over 15 years. Sugi and his family are involved in the community with many philanthropic endeavors.  

Paul Mannu, CIM®

Wealth Advisor
(416) 229-2706
Opens in your telephone provided application.
paul.mannu​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Paul joined the Kumaresan Wealth Management Team in 2021 as an Associate Wealth Advisor. He has been with CIBC for over 12 years gaining expertise in the areas of trading, investment advice and private wealth services. Paul's role within the team is focused on wealth management. He utilizes his experience to empower high net worth investors with knowledge and an outcome driven investment plan.  Paul is Chartered Investment Manager (CIM) designation holder. 

Paul and his wife Sandy have had the privilege of traveling the world, and now have settled down in Mississauga with their young daughter and elder dog.

Michelle Rowe

Michelle Rowe

Associate Wealth Advisor
(416) 229-5868
Opens in your telephone provided application.
michelle.rowe​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Michelle is an Associate Wealth Advisor and has worked with CIBC Wood Gundy for 30 years. Sugi and Michelle formed their partnership in 2012 and created KWMG. She has a passion to provide excellent client experience. the long and close relationships she's shared with our clients is a testament to that effort. 

Michelle and her husband Steve live in Toronto but enjoy time away, through both summer and winter months, at their cottage in Bracebridge with golden doodle Bailey. While there she loves the time spent with family including her sweet nieces and nephews!

Angela Diamanti

Client Associate
(416) 229-6572
Opens in your telephone provided application.
angela.diamanti​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Angela joined the Kumaresan Wealth Management team in 2022 as a client associate. She has been with CIBC for over 20 years providing exceptional customer service and administrative support to high net worth clients. Angela offers interpersonal skills, she is friendly and knowledgeable and is committed to providing high-quality service and enhanced client relationships. 

Angela and her husband Frank live in Toronto with their 2 sons. Angela spends her winters in hockey arenas and summers at baseball diamonds cheering on her boys. She also enjoys quiet time at the cottage with family and friends. 

Sugi Kumaresan, CIM, CFP®

Senior Wealth Advisor
(416) 229-5866
Opens in your telephone provided application.
sugithan.kumaresan​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

Sugi is a Senior Wealth Advisor with CIBC Wood Gundy, leading the Kumaresan Wealth Management Group. He has been with the firm since 2000 and uses his over 25 plus years of experience and expertise to develop customized financial roadmap's for clients. Sugi has extensive industry training and accreditation, including Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Sugi and his wife Sugarna have two daughters and a Bichon Frise. They have lived in Woodbridge for over 15 years. Sugi and his family are involved in the community with many philanthropic endeavors.  

Paul Mannu, CIM®

Wealth Advisor
(416) 229-2706
Opens in your telephone provided application.
paul.mannu​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Paul joined the Kumaresan Wealth Management Team in 2021 as an Associate Wealth Advisor. He has been with CIBC for over 12 years gaining expertise in the areas of trading, investment advice and private wealth services. Paul's role within the team is focused on wealth management. He utilizes his experience to empower high net worth investors with knowledge and an outcome driven investment plan.  Paul is Chartered Investment Manager (CIM) designation holder. 

Paul and his wife Sandy have had the privilege of traveling the world, and now have settled down in Mississauga with their young daughter and elder dog.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Ivan Gonzalez

Ivan Gonzalez

Estate Planning Assistant

Ivan's experience in outstanding customer service spans over five years in different industries. His detail-oriented approach allows him to service clients and prospects fully as well as managing the day-to-day administrative needs.

He assists with marketing, illustrations as well as contact management. Ivan completed an Honours Bachelors of Science from the University of Toronto with an exchange year in ETH Zurich and is fluent in Spanish as well as Portuguese.

Michael Teng

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.

headshot

David Duong, CPA, CMA, CIM, CLU

Wealth Strategist

Email:

david.duong@cibc.com

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.)

Ivan Gonzalez

Ivan Gonzalez

Estate Planning Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Ivan's experience in outstanding customer service spans over five years in different industries. His detail-oriented approach allows him to service clients and prospects fully as well as managing the day-to-day administrative needs.

He assists with marketing, illustrations as well as contact management. Ivan completed an Honours Bachelors of Science from the University of Toronto with an exchange year in ETH Zurich and is fluent in Spanish as well as Portuguese.

Michael Teng

Michael Teng, CIM®, CFP®

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

David Duong, CPA, CMA, CIM, CLU

Wealth Strategist
Opens in your telephone provided application.
david.duong​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.)

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Ivan Gonzalez

Ivan Gonzalez

Estate Planning Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Ivan's experience in outstanding customer service spans over five years in different industries. His detail-oriented approach allows him to service clients and prospects fully as well as managing the day-to-day administrative needs.

He assists with marketing, illustrations as well as contact management. Ivan completed an Honours Bachelors of Science from the University of Toronto with an exchange year in ETH Zurich and is fluent in Spanish as well as Portuguese.

Michael Teng

Michael Teng, CIM®, CFP®

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

David Duong, CPA, CMA, CIM, CLU

Wealth Strategist
Opens in your telephone provided application.
david.duong​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.)

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Ivan Gonzalez

Ivan Gonzalez

Estate Planning Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Ivan's experience in outstanding customer service spans over five years in different industries. His detail-oriented approach allows him to service clients and prospects fully as well as managing the day-to-day administrative needs.

He assists with marketing, illustrations as well as contact management. Ivan completed an Honours Bachelors of Science from the University of Toronto with an exchange year in ETH Zurich and is fluent in Spanish as well as Portuguese.

 

CIBC Trust Services

CIBC Trust offers a wide range of estate and trust solutions:

  • Executor Services
  • Power of Attorney Services
  • Trustee Services
  • Private Charitable Foundations
  • Concierge Program

 

CIBC Private Banking

CIBC Private Banking offers the following:

  • Sophisticated credit and cash management solutions
  • Tailored borrowing strategies and solutions
  • Recognition as a preferred client at Private Banking centres and CIBC branches
  • Unique Private Wealth Management Convenience Card for personal or business
  • Access to specialists with extensive knowledge to meet the client's offshore needs

To learn more about our Trust Services and Private Banking offering, please contact one of our team members.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.