30 CIBC Wood Gundy advisors named to Canada's Top Wealth Advisors ranking
30 CIBC Wood Gundy advisors named to Canada's Top Wealth Advisors ranking
Canada NewsWire
TORONTO, Oct. 28, 2022
TORONTO, Oct. 28, 2022 /CNW/ - CIBC Wood Gundy announced today that 30 of its advisors were named among Canada's Top Wealth Advisors for 2022. The annual ranking produced by The Globe and Mail and SHOOK Research, recognizes top performing advisors based on industry standards including industry experience, compliance records, firm nominations and more. Among them is Darren Carmosino, Portfolio Manager for CIBC Wood Gundy, ranking second overall.
"This ranking recognizes our commitment to building relationships with our clients based on trust, integrity, leading advice and innovative financial solutions," said Ed Dodig, Executive Vice-President and Head of CIBC Private Wealth Management and CIBC Wood Gundy, Canada. "Congratulations to all those named and those who support them in helping our clients achieve their ambitions."
CIBC Wood Gundy advisors named to the list include:
- Darren Carmosino, Portfolio Manager
- Charlie Aiello, Senior Wealth Advisor
- Bryan Baker, Senior Wealth Advisor, Senior Portfolio Manager
- Milan Cacic, Senior Wealth Advisor, Senior Portfolio Manager
- Stan Clark, Portfolio Manager, Senior Wealth Advisor
- Dean Colling, Senior Portfolio Manager and Wealth Advisor
- Charles Coulson, Investment Advisor
- Adam Doering, Portfolio Manager
- Ross Ferrier, Branch Manager, Portfolio Manager
- Oliver Gilbert, Senior Investment Advisor
- Justin Hui, Senior Portfolio Manager, Senior Investment Advisor
- Brad Hummel, Senior Portfolio Manager
- Shawn Jerusalim, Senior Wealth Advisor and Associate Portfolio Manager
- Richard Julé, Senior Wealth Advisor, Senior Portfolio Manager
- David Kamitakahara, Senior Wealth Advisor
- Wade Kozak, Senior Portfolio Manager, Senior Wealth Advisor
- Andrew Kucey. Senior Wealth Advisor and Portfolio Manager
- Robert Leon, Senior Portfolio Manager, Senior Wealth Advisor
- Andrew McDonald, Portfolio Manager, Senior Wealth Advisor
- B.K. Milne, Senior Investment Advisor, Senior Portfolio Manager
- Peter Papadopoulos, Portfolio Manager, Senior Investment Advisor
- Neil Pope, Senior Investment Advisor, Portfolio Manager
- Tom Porteous, Senior Wealth Advisor, Portfolio Manager
- Jeanette Power, Senior Wealth Advisor
- Marvin Schmidt, Senior Wealth Advisor
- Adam Slumskie, Senior Wealth Advisor, Portfolio Manager
- Jay Smith, Senior Portfolio Manager, Investment Advisor
- Ted Velikonja, Senior Portfolio Manager, Senior Wealth Advisor
- Jeff Watchorn, Senior Investment Advisor
- Debra Wooding, Senior Wealth Advisor and Portfolio Manager
Canada's Top Wealth Advisors ranking is based on due diligence meetings and a ranking algorithm that includes qualitative criteria: a review of best practices, industry experience, compliance records, firm nominations; and quantitative criteria, including: assets under management and growth. The full ranking is available in the November 2022 issue of The Globe and Mail's Report on Business magazine and online.
About CIBC
CIBC is a leading North American financial institution with 13 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking and Wealth Management, and Capital Markets businesses, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at www.cibc.com/en/about-cibc/media-centre.html.
About CIBC Wood Gundy
CIBC Wood Gundy provides integrated wealth management solutions to high-net-worth individuals and families. With over 800 advisors working in more than 80 branches, our Investment Advisors are committed to building relationships with our clients based on trust and integrity. Our complete array of financial products and services, together with the unified strengths of CIBC, provides the foundation that helps us make our clients the focus of everything we do.
SOURCE CIBC
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