Mike brings over 25 years of investment management experience to clients.

Prior to this role, Mike served as a managing director and head of the investment solutions division for CIBC Private Wealth. In addition to his executive role, Mike oversaw the investment research and investment product offering for CIBC Wood Gundy nationally.

Mike is a CFA® Charterholder and a graduate of the MBA program at McMaster University.

On the weekends, Mike prefers to be outdoors and spends his free time at the lake in Northern Ontario with his wife, Pam, and their three children.

Marc has been in financial services for 25 years. He brings extensive experience in both financial planning and investment planning with CIBC Private Banking clients.

Marc received both a Bachelor in Business Administration degree and an MBA from York University, and received the Financial Executive Institute’s medal for academic standing. He also holds the Chartered Investment Manager (CIM®) designation and the Certified Financial Planner (CFP®) designation, for which he made the President’s List.

Marc lives in midtown Toronto and can be found enjoying most weekends in Haliburton with his partner, Laurie. Between them, they have four kids and one needy Golden Doodle.

Stephen joined CIBC in 2014 after completing his undergraduate degree at the University of Guelph. He is a Wealth Advisor,  Associate Portfolio Manager and a CFA® Charterholder.

Stephen began his career supporting and advising clients in retail banking. Following that, he spent six years in different roles within head office supporting wealth management executives.

Away from the office, Stephen and his wife are enjoying life as new parents following the arrival of their daughter. Even with their busier routine, they continue to lead an active lifestyle, spending time outdoors and making the most of their community, just north of Toronto.

Wes joined the team in 2018.

Wes graduated from the University of Guelph in 2018 with a Bachelor of Commerce degree majoring in economics and finance. For a cultural education, Wes travelled throughout Europe and Southeast Asia for a few months before jumping into the world of finance and investing. 

Wes is a CFA® Charterholder and also holds the Chartered Investment Manager (CIM®) designation.

In his spare time, Wes enjoys cycling, golf and cheering on the Toronto Maple Leafs.

Johnny joins the team after completing the CIBC Private Wealth Rotational Program. As a member of the program, he gained invaluable experience working alongside our partners in Wealth Planning and Ultra High-Net-Worth Private Banking before transitioning to Wood Gundy.

He graduated from the Ivey Business School at Western University in 2024 with an Honours Business Administration degree. While at Western, he competed for the Mustangs varsity men’s basketball team and was named a four-time USPORTS Academic All-Canadian.

Johnny has completed the Canadian Securities Course and Conduct & Practices Handbook courses, and is industry registered. He is also a CFA Level II candidate.

Outside of work, Johnny enjoys playing basketball, working out, and spending time with family.

Nicole joins the team from a competitor financial institution where she spent the past five years in customer service and team leadership roles. Prior to that, she held client-facing roles in an entrepreneurial environment.

Nicole is married and has a young daughter. Her busy weekends are filled with various family activities.

Santiago earned his Bachelor of Science in Business Administration from SUNY Albany and completed a postgraduate certificate at Syracuse University. During his studies, he played varsity soccer at both schools and was team captain at Syracuse, where he helped lead the team to the NCAA Tournament. He enjoys staying active through sports, has a strong interest in geopolitics and history, and volunteers with the Humane Society, where he walks dogs and helps organize events.