OUR TEAM
Rory Tufford, B.B.A., CFP®, CIM®
Tel:
(416) 594-8949Email:
rory.tufford@cibc.comRory began his career at CIBC Wood Gundy in late 2008, entering the industry in the midst of the financial crisis. Rory quickly learned the value of preserving wealth and managing risk. He joined the investment team of a successful and experienced advisor and was mentored by her for eight years. When his mentor retired, The Tufford Financial Group was born and Rory continued to work with the existing clientele. Rory and his team manage investments according to a philosophy and process that has helped clients achieve their financial goals and attain peace of mind for 30+ years.
Rory graduated from Brock University with a business administration degree in 2008. Rory holds the Canadian Investment Manager (CIM) and the Certified Financial Planner (CFP) designations. He is also licensed in life, accident and disability insurance. In 2016, Rory became licensed as a Portfolio Manager.
Rory lives in Woodbridge with his wife and enjoys staying active playing basketball, softball and golf.
Everett Redfern, B.Comm.
Tel:
(416) 594-8861Email:
Everett.Redfern@cibc.comEverett graduated from Ryerson University with a Bachelor of Commerce where he majored in Entrepreneurship.
Everett’s interests in investments stemmed from managing his own finances early on and his appreciation for building valuable, long lasting relationships with clients. He has successfully completed the CSC (Canadian Securities Course) and the CPH (Conduct and Practices Handbook) in March 2024 and is now registered with CIRO.
Outside of work, Everett’s interests and passions include golf, skiing, cooking, and traveling.
Raisa Rashid, BA
Tel:
(416) 594-0955Email:
raisa.rashid@cibc.comRaisa recently completed her Bachelor of Arts degree in Economics at York University. During her time at university, she already began working, and this experience further fueled her fascination with the financial industry.
Now working full-time, Raisa's interest in the investment sector has grown, prompting her to consider enrolling in the Canadian Securities Course (CSC) and, after completing that, moving on to the Conduct and Practices Handbook (CPH).
Outside of work, Raisa enjoys traveling, cooking for her loved ones, and spending quality time with friends and family. Additionally, she seeks excitement through thrilling activities like skydiving and skiing.
Michael Bishop, B.Comm., FMA
Tel:
(416) 594-8364Email:
michael.bishop@cibc.caMichael graduated from McMaster University with a Bachelor of Commerce degree in 1998 and joined the team in October of that year. Michael served as an Associate Investment Advisor for many years before moving to a part-time role with the team in summer 2010 in order to spend more time with his young family (who are not so young anymore).
Michael continues to enjoy his part-time role with the team while also assisting a retired advisor write and publish several books focused on helping financial advisors serve their clientele more effectively and efficiently.
Michael lives in Toronto with his wife and two sons but looks forward to getting out of the city to enjoy all of the natural beauty and outdoor experiences that Southern Ontario offers whenever he has the opportunity.
Sidney Marentette, BA
Tel:
(416) 369-8812Email:
sidney.marentette@cibc.comSidney graduated from the University of Western Ontario with a Bachelors of Arts degree majoring in Music. Though her formal education lies in the Arts, she found a love for the financial industry when she joined CIBC in 2019. Sidney is currently enrolled in the CSC® (Canadian Securities Course) and plans to continue her education by completing the CPH® (Conduct and Practices Handbook).
When she is not working in the office, you can find Sidney photographing weddings, playing golf, singing, or planning her next adventure around the globe.
Rory Tufford, B.B.A., CFP®, CIM®
Investment Advisor
Rory began his career at CIBC Wood Gundy in late 2008, entering the industry in the midst of the financial crisis. Rory quickly learned the value of preserving wealth and managing risk. He joined the investment team of a successful and experienced advisor and was mentored by her for eight years. When his mentor retired, The Tufford Financial Group was born and Rory continued to work with the existing clientele. Rory and his team manage investments according to a philosophy and process that has helped clients achieve their financial goals and attain peace of mind for 30+ years.
Rory graduated from Brock University with a business administration degree in 2008. Rory holds the Canadian Investment Manager (CIM) and the Certified Financial Planner (CFP) designations. He is also licensed in life, accident and disability insurance. In 2016, Rory became licensed as a Portfolio Manager.
Rory lives in Woodbridge with his wife and enjoys staying active playing basketball, softball and golf.
Everett graduated from Ryerson University with a Bachelor of Commerce where he majored in Entrepreneurship.
Everett’s interests in investments stemmed from managing his own finances early on and his appreciation for building valuable, long lasting relationships with clients. He has successfully completed the CSC (Canadian Securities Course) and the CPH (Conduct and Practices Handbook) in March 2024 and is now registered with CIRO.
Outside of work, Everett’s interests and passions include golf, skiing, cooking, and traveling.
Raisa recently completed her Bachelor of Arts degree in Economics at York University. During her time at university, she already began working, and this experience further fueled her fascination with the financial industry.
Now working full-time, Raisa's interest in the investment sector has grown, prompting her to consider enrolling in the Canadian Securities Course (CSC) and, after completing that, moving on to the Conduct and Practices Handbook (CPH).
Outside of work, Raisa enjoys traveling, cooking for her loved ones, and spending quality time with friends and family. Additionally, she seeks excitement through thrilling activities like skydiving and skiing.
Michael Bishop, B.Comm., FMA
Administrative Associate
Michael graduated from McMaster University with a Bachelor of Commerce degree in 1998 and joined the team in October of that year. Michael served as an Associate Investment Advisor for many years before moving to a part-time role with the team in summer 2010 in order to spend more time with his young family (who are not so young anymore).
Michael continues to enjoy his part-time role with the team while also assisting a retired advisor write and publish several books focused on helping financial advisors serve their clientele more effectively and efficiently.
Michael lives in Toronto with his wife and two sons but looks forward to getting out of the city to enjoy all of the natural beauty and outdoor experiences that Southern Ontario offers whenever he has the opportunity.
Sidney Marentette, BA
Administrative Assistant
Sidney graduated from the University of Western Ontario with a Bachelors of Arts degree majoring in Music. Though her formal education lies in the Arts, she found a love for the financial industry when she joined CIBC in 2019. Sidney is currently enrolled in the CSC® (Canadian Securities Course) and plans to continue her education by completing the CPH® (Conduct and Practices Handbook).
When she is not working in the office, you can find Sidney photographing weddings, playing golf, singing, or planning her next adventure around the globe.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Kerry Harris, MTI
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
Natalie Bender
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Natalie has been with CIBC since 2018.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Kerry Harris, MTI
Senior Manager, Trusts and Estates
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
Natalie Bender
Senior Trust and Estate Consultant
Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Natalie has been with CIBC since 2018.