Jonathan, Josh, and Tanya are delighted to welcome Zoe Mitchell, our new Administrative Assistant, to the team. Alongside Tanya, Zoe is responsible for overseeing important documentation and ensuring all client administrative needs are processed quickly and accurately.

Zoe holds a Bachelor of Commerce degree from Queen's University and brings a professional foundation built through her experience at Wood Gundy and in the consulting industry. She is currently completing her Canadian Securities Course (CSC) as she continues to deepen her expertise in the financial services space.

Zoe is committed to delivering exceptional service and looks forward to supporting your needs with professionalism and care. We encourage you to introduce yourself the next time you reach out. Zoe will be working alongside the team to support our clients' needs and ensure exceptional service delivery.

Zoe can be reached at ZoeM.Mitchell@cibc.com or 416-229-6317.