Our Team
Serving clients' needs in an increasingly complex environment requires a
breadth and depth of capabilities. Each team member contributes specific
expertise within your integrated plan.
Will Drope, MBA, CIM®
Portfolio Manager
Investment Advisor
Will is the primary client contact and directs financial and investment strategy. From years of experience as a consultant to financial advisors, Will has developed a prudent and effective investment process emphasizing diversification by asset class, portfolio construction and security selection in order to generate predictable risk return results.
Will has business experience spanning more than 25 years, including 17 years dedicated to building knowledge and experience in the investment and financial services industries. In addition to earning his BA from Western University and an MBA from The Ivey Business School at Western University, Will has completed the following courses: Canadian Securities, Options Licensing, Provincial Life and Disability Insurance Licensing and Wealth Management Essentials (Canadian Securities Institute).
Will lives in North Toronto with his wife Linda, a successful luxury realtor, and his teenaged daughter Lexi. They lead an active lifestyle, enjoying traveling, skiing and playing tennis and golf as a family. The Dropes are dog lovers and their cock-a-poo, J.J., is a constant source of enjoyment.
Will Drope, MBA, CIM®
Will is the primary client contact and directs financial and investment strategy. From years of experience as a consultant to financial advisors, Will has developed a prudent and effective investment process emphasizing diversification by asset class, portfolio construction and security selection in order to generate predictable risk return results.
Will has business experience spanning more than 25 years, including 17 years dedicated to building knowledge and experience in the investment and financial services industries. In addition to earning his BA from Western University and an MBA from The Ivey Business School at Western University, Will has completed the following courses: Canadian Securities, Options Licensing, Provincial Life and Disability Insurance Licensing and Wealth Management Essentials (Canadian Securities Institute).
Will lives in North Toronto with his wife Linda, a successful luxury realtor, and his teenaged daughter Lexi. They lead an active lifestyle, enjoying traveling, skiing and playing tennis and golf as a family. The Dropes are dog lovers and their cock-a-poo, J.J., is a constant source of enjoyment.
Sean McMahon
Sean McMahon, brings a wealth of experience from his past ten years with CIBC. Over the past seven years, he focused on serving the needs of high net-worth clients. As a graduate of University of Guelph, Sean has a Bachelor of Commerce degree in Accounting. His professionalism and meticulous attention to detail will be a valuable asset to the team and our clients. Sean can assist our clients with any investment transactions and administrative requirements ensuring an expedient resolution. In his leisure time, Sean enjoys spending time outdoors with his dog, Reiko, and works at perfecting his culinary skills.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Alison Pang, MTI
Senior Trust and Estate Consultant
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.
Raj Dhawan, MBA, CLU, PFP
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Alison Pang, MTI
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.