Wendy began her career in the financial industry not long after receiving her Business Administration (Finance) diploma from Sheridan College. Wendy has worked at CIBC Wood Gundy for more than 30 years assisting individuals, businesses, corporate clients and foundations achieve their financial objectives. Wendy’s industry knowledge is extensive.

As a Senior Wealth Advisor, she has a strong understanding of employee stock options, charitable giving, estate planning and settlements. Wendy holds the Chartered Investment Manager (CIM) designation and is a qualified Portfolio Manager. In addition to the Professional Financial Planning (PFP) course, Financial Management Advisor (FMA) designation, Fellowship of the Canadian Securities Institute (FSCI), Level II Life Insurance License, and holds registration to trade options. Wendy’s team believes in participating in all phases of their clients' investment life cycle, from wealth creation and accumulation to wealth preservation and retirement income, through to wealth transfer. She advises clients to preserve capital and grow asset values in a manner consistent with their needs and objectives through a customized investment selection in order to meet or exceed their goals. Asset allocation and diversification, consists mainly of conservative investments chosen by way of fundamental, quantitative and technical techniques.

Wendy has a strong belief in giving back to the community and supports various charitable and community-based organizations. In her spare time, Wendy enjoys outdoor activities with family and her adopted German Sheppard Lucy.

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. 

Meghan has considerable experience working with small business owners and high-net-worth individuals, providing them with the financial advice necessary to help them achieve their goals. She and her associate work closely with partners from across the CIBC Group of Companies to provide answers to our client’s immediate questions and provide recommendations on how to best position their financial resources for the future. Meghan has been with CIBC since 2010, and prior to that spent a number of years working with a boutique financial institution in Ireland where she developed her true passion for client service.

Victoria believes that a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers. Working together with her clients she develops a financial plan that supports their values and goals, and allows them to grow and preserve their wealth. Victoria's clients greatly value this level of highly personalized attention and service.

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

My team and I 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.