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.

Brian brings 18 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter and the Society of Trust and Estate Practitioners (STEP).

Chris is a seasoned professional with over 30 years of experience in the Financial

Services industry. Chris’s extensive experience has enabled him to develop a

comprehensive and in-depth understanding of financial planning, with a particular

focus on personalizing the financial planning experience to meet the unique

needs of each client. His commitment to excellence is reflected in his academic

achievements, having earned a Master’s in Business Administration (MBA) and

the Chartered Financial Analyst (CFA®) designation.

Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.

Dr. Shenfeld holds a PhD in Economics from Harvard University.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.