CIBC - Private Wealth Management

Description

Address: 1177 6th Ave 42nd floor, New York, NY 10036 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 259-3800: : Place name: : Category: : : Website: : Website: https://private-wealth.us.cibc.com/newyork Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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CIBC - Private Wealth Management Employees

Employee
Years
Job
Industry
Andrew MacKay Andrew MacKay Toronto, Canada Area Details
Andrew MacKay's CIBC - Private Wealth Management Experience June 2012 - Present
Job National Director Private Banking & Region Head Central Canada at CIBC Private Wealth Management
Industry Banking
Experience
CIBC Private Wealth Management  June 2012 - Present
CIBC Private Wealth Management  January 2008 - Present
CIBC Wealth Management  January 2008 - July 2012
CIBC Wealth Management  March 2001 - January 2008

Skills
Investments, Portfolio Management, Wealth Management, Relationship Management, Alternative Investments, Investment Strategies, Risk Management, Business Analysis, Sales, Fixed Income, Asset Allocation, Financial Advisory, Financial Services, Banking, Investment Advisory, Bonds, Equities, Change Management, Capital Markets, Asset Management, Strategic Financial..., Mutual Funds, Financial Analysis, Trading, Estate Planning, Strategic Planning, Investment Management, Business Strategy, Retirement Planning, Securities, Wealth Management..., Asset Managment, Hedge Funds, Financial Planning

Education
York University - Schulich School of Business   2011 — 2012
Masters Certificate - Financial Services Leadership, Organizational Leadership

McGill University   1984 — 1987
Bachelor of Arts, Major Economics, Minor Political Science

Selwyn House School   1977 — 1982

Marco Toia CFA, Fin.Pl. Marco Toia CFA, Fin.Pl. Montreal, Canada Area Details
Marco Toia CFA, Fin.Pl.'s CIBC - Private Wealth Management Experience November 2004 - Present
Job Financial Planning Consultant at CIBC
Industry Financial Services
Experience
CIBC Private Wealth Management  November 2004 - Present
CIBC Investor Services   April 2000 - November 2004

Skills
Wealth Management, Retirement Planning, Financial Advice, Investment Advisory, Financial Planning, High Net Worth..., Financial Services, Investment Strategies, Mutual Funds, Strategic Financial..., Credit, Retail Banking, Risk Management, Financial Advisory

Education
Canadian Securities Institute   2009 — 2009
Financial Management Advisor

Institut Québécois de Planification Financiere   2006 — 2006
Financial Planner

CFA Institute   2001 — 2004

Concordia University   1996 — 1999
bcomm, Finance

Eric Gagnon, Pl.Fin. MBA Eric Gagnon, Pl.Fin. MBA Montreal, Canada Area Details
Eric Gagnon, Pl.Fin. MBA's CIBC - Private Wealth Management Experience December 2014 - Present
Job Financial Planning Consultant | Conseiller planification financière at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  December 2014 - Present
RBC Wealth Management  August 2005 - December 2014
RBC Insurance  January 2003 - August 2005

Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Financial Analysis, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Risk Management, Financial Advisory, Asset Management, Finance, Securities

Education
HEC Montréal   2009 — 2012
MBA, Finance

HEC Montreal   2005 — 2006
Certificates, Financial Planning

IQPF
Pl. Fin., Financial Planning

CSI
CCVM, Investments and Securities

UQAM   1999 — 2002
BAA, Bachelor of Business Administration (B.B.A.)

Loren Francis, FCA Loren Francis, FCA Toronto, Canada Area Details
Loren Francis, FCA's CIBC - Private Wealth Management Experience May 2002 - March 2005
Job Portfolio Manager & Vice President, Private Client Group at Barometer Capital Management
Industry Investment Management
Experience
Barometer Capital Management   June 2009 - Present
Cumberland Private Wealth Management   March 2005 - May 2009
CIBC Private Wealth Management  May 2002 - March 2005
CIBC World Markets, Investment Banking   February 1993 - May 2002
PriceWaterhouseCoopers (formerly Coopers & Lybrand)   1989 - 1993

Skills
Investments, Equities, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Private Equity, Investment Strategies, Venture Capital, Asset Management, Securities, Investment Banking, Asset Allocation, Wealth Management..., Equity Research, Wealth Management, High Net Worth..., Investment Advisory, Capital Markets

Education
University of Toronto - Rotman School of Management   1988 — 1990
MBA, Accounting

York University   1986 — 1988
BA, Geography

McGill University   1983 — 1985
Bachelor of Arts (BA), Geography

Francois JMJ Asselin Francois JMJ Asselin Ottawa, Canada Area Details
Francois JMJ Asselin's CIBC - Private Wealth Management Experience December 2007 - June 2012
Job CIBC World Markets
Industry Investment Management
Experience
CIBC World Markets  June 2012 - Present
CIBC Private Wealth Management  December 2007 - June 2012
CIBC Wealth Management  September 2004 - January 2007
CIBC Financial Planning   March 1999 - September 2004

Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Banking, Mutual Funds, Wealth, Retirement Planning, Credit, Asset Managment, Risk Management, Alternative Investments, High Net Worth..., Fixed Income, Investment Advisory, Portfolio Management, Equities, Investment Management, Investment Strategies, Securities, Asset Allocation, Financial Advisory, Bonds, Asset Management, Financial Planners, Wealth Management..., Relationship Management, Retirement, Financial Services, ETFs, Options, Hedge Funds, Financial Markets, Bloomberg, Private Banking, Pensions, Capital Markets

Education
The Society of Trust and Estate Practitioners (STEP)   2014 — 2015
Foundations of estate and trust

CLT International (Wilmington Group /STEP)   2013 — 2014
STEP Advanced Certificate in Family Business Advising, Society of Trust & Estate Practitioners

Carleton University

Sprott School of Business

Shinthu Sivabalan Shinthu Sivabalan Toronto, Canada Area Details
Shinthu Sivabalan's CIBC - Private Wealth Management Experience August 2013 - December 2013
Job President at Ryerson University Finance Society
Industry Accounting
Experience
Ryerson University Finance Society  March 2015 - Present
Digital Media Zone   December 2014 - April 2015
Digital Media Zone   September 2014 - December 2014
Ryerson University Research and Innovation - International Affairs   May 2014 - August 2014
CIBC Private Wealth Management  August 2013 - December 2013
RBC Dominion Securities  January 2012 - May 2012

Skills
Leadership, Teamwork, Time Management, Customer Service, Management, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, Analysis, Sales, Research, Finance, Marketing Strategy, Marketing, Strategic Financial..., IFRS, Financial Planning, GAAP, Team Leadership

Education
Ryerson University   2011 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance

William Pryzdial William Pryzdial Toronto, Canada Area Details
William Pryzdial's CIBC - Private Wealth Management Experience 2006 - 2012
Job Investment / Sales Consultant (Wholesaler)
Industry Investment Management
Experience
Great-West Life  February 2013 - Present
CIBC Private Wealth Management  2006 - 2012
RBC  2003 - 2006
CIBC Wealth Management  1999 - 2003
Edward Jones  1995 - 1999

Skills
Registered Retirement..., Canadian Insurance..., Certified Financial..., Professional Financial..., Canadian Securities..., Conduct and Practices, Presentations, Mentoring, Strategic Financial..., Estate Planning, Investments, Objection Handling, Multi Tasking, Leadership, Banking, Fixed Income, Mutual Funds, Portfolio Management, Retirement

Education
McMaster University
Master of Business Administration (MBA), Marketing

University of Toronto
Bachelor of Applied Science (B.A.Sc.), Molecular Genetics

Jennifer Tweddle Jennifer Tweddle Edmonton, Canada Area Details
Jennifer Tweddle's CIBC - Private Wealth Management Experience July 2012 - Present
Job Wealth Advisor
Industry Financial Services
Experience
CIBC - Private Wealth Management   July 2012 - Present
Sing for LIfe   2013 - 2014
Financial Services Group   July 2011 - July 2012
Manulife Financial  April 2002 - September 2010
PPI Financial   1989 - 2002

Skills
Disability Insurance, Retirement Planning, Insurance, Estate Planning, Critical Illness, Retirement, Fixed Annuities, Wealth Management, Term Life Insurance, Retirement Savings, Long-term Care, Financial Planners, Strategic Financial..., Investments, Life Insurance, Employee Benefits, Mutual Funds, Health Insurance, Pensions, Financial Advisory, Certified Financial..., High Net Worth..., Wealth, Financial Services, Financial Planning, Wealth Accumulation, Investment Strategies

Education
University of Prince Edward Island   1977 — 1981
BA, English

University of Prince Edward Island   1977 — 1981
Bachelor of Arts, English

Danny Clement Danny Clement Toronto, Canada Area Details
Danny Clement's CIBC - Private Wealth Management Experience June 2011 - September 2012
Job President & Chief Operating Officer HLC, Home Loans Canada at CIBC
Industry Financial Services
Experience
CIBC  June 2013 - Present
CIBC  September 2012 - May 2013
CIBC Private Wealth Management  June 2011 - September 2012
CIBC  2005 - 2011
CIBC  2001 - 2005
CIBC  1998 - 2001
IBM  1985 - 1997

Skills
Business Planning, Change Management, Sales Management, Wealth Management, Private Banking, Investment Strategies, Change Leadership, Sales Process, Wealth Management..., Retirement Planning, Relationship Management, Investment Management, High Net Worth..., Wealth, Retirement, Financial Planners, Retail Banking, Portfolio Management, Strategic Financial..., Leadership, CRM, Financial Services, Finance, Strategic Partnerships, Business Strategy, Financial Advisory, Investments, Mortgage Lending, Management, Start-ups, Mutual Funds, Financial Planning, Banking, Credit, Strategy

Education
Queen's University
B.A. Honours, Economics

University of Leuven
MBA, Finance & International Business

Anita Shin Anita Shin Vancouver, Canada Area Details
Anita Shin's CIBC - Private Wealth Management Experience December 2012 - January 2014
Job Administrative Assistant at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities  January 2014 - Present
CIBC Private Wealth Management  December 2012 - January 2014
Kiddology   May 2012 - March 2013
UBC Go Global   January 2012 - March 2012
UBC Access & Diversity   May 2011 - August 2011
Kumon  September 2006 - June 2011
UBC Food Society   May 2010 - May 2011
UBC Tax Assistance Clinic for Students   March 2010 - April 2011
ILC Interactive Learning Corporation   October 2007 - October 2008
Hung-Lien Technology   July 2004 - August 2006

Skills
Leadership, Time Management, Finance, Customer Service

Education
The University of British Columbia   2008 — 2012
Bachelor of Commerce, Finance, Honors

Université Jean Moulin Lyon 3   2011 — 2011
Exchange Program

Dayna Bland Dayna Bland Toronto, Canada Area Details
Dayna Bland's CIBC - Private Wealth Management Experience March 2014 - Present
Job Director of Product at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  March 2014 - Present
CIBC Private Wealth Management  March 2013 - March 2014
CIBC Wood Gundy  May 2008 - March 2013
CIBC Wood Gundy  November 2005 - May 2007
CIBC Wood Gundy  January 2000 - November 2005
Merrill Lynch  July 1998 - January 2000

Skills
Estate Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Financial Services, Investments, Strategic Financial..., Investment Strategies, Securities, Retirement Planning, Retirement, Asset Allocation

Education
Centennial College
Business Marketing

Financial Services Commision of Ontario

LOMA

Joyce Tse Joyce Tse Toronto, Canada Area Details
Joyce Tse's CIBC - Private Wealth Management Experience May 2008 - Present
Job Banking Associate at CIBC Wealth Management
Industry Banking
Experience
CIBC Private Wealth Management  May 2008 - Present

Education
University of Ottawa   2003 — 2007
Baccaulaureate, Social Sciences

Al Gallo Al Gallo Toronto, Canada Area Details
Al Gallo's CIBC - Private Wealth Management Experience November 2011 - Present
Job Associate Vice President
Industry Banking
Experience
CIBC Private Wealth Management  November 2011 - Present
BMO Nesbitt Burns  January 2010 - June 2011
BMO Harris Private Banking  April 2001 - December 2009

Education
McMaster University
B.Comm

Ray Buchkowsky Ray Buchkowsky Toronto, Canada Area Details
Ray Buchkowsky's CIBC - Private Wealth Management Experience June 2014 - Present
Job Manager PWM Operational Effectiveness at CIBC Private Wealth Management
Industry Investment Management
Experience
CIBC Private Wealth Management  June 2014 - Present
CIBC Private Investment Counsel   February 1994 - May 2014
TAL Private Management Ltd   February 2000 - January 2005
TAL Private Management Ltd.   February 1994 - February 2000
Confed Investment Counsel Ltd   January 1988 - January 1994

Skills
Accounting, Cash Management, Leadership, Internal Audit, Portfolio Management, Banking, Strategic Financial..., Financial Services, Risk Management, Mutual Funds, Financial Analysis, Investments, Asset Management, Wealth Management, Equities, Fixed Income, Financial Planning, Investment Strategies, Management

Education
Humber College   1981 — 1985
Mkting Honours Diploma & Bus. Admin Honours Diploma, Business Admin and Marketing

Lana Robinson Lana Robinson Toronto, Canada Area Details
Lana Robinson's CIBC - Private Wealth Management Experience November 2011 - February 2014
Job Executive Director
Industry Financial Services
Experience
CIBC Wealth Advisory Services   March 2014 - Present
CIBC Private Wealth Management  November 2011 - February 2014
CIBC  2008 - November 2011
CIBC  October 2006 - November 2008

Education
St. Thomas University (CA)   1990 — 1994
BA

Julie Weeden Julie Weeden Toronto, Canada Area Details
Julie Weeden's CIBC - Private Wealth Management Experience January 2013 - Present
Job Executive Director, CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  January 2013 - Present
CIBC Wood Gundy  December 2008 - January 2013
CIBC Wood Gundy  January 2006 - November 2007
CIBC Wood Gundy  May 2003 - December 2005
Merrill Lynch  May 1999 - March 2002

Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services

Education
Canadian Securities Institute   2013 — 2013
Chartered International Wealth Professional

Canadian Securities Institute   2010 — 2010
Chartered Strategic Wealth Professional

Canadian Securities Institute   2006 — 2006
Life Insurance License

Canadian Securities Institute   2000 — 2002
Certified Financial Planner

Durham College   1991 — 1995

Lloyd Charran Lloyd Charran Toronto, Canada Area Details
Lloyd Charran's CIBC - Private Wealth Management Experience September 1998 - Present
Job Senior Manager, Technology at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  September 1998 - Present

Education
The City University of New York - The City College of New York   1984 — 1986
MEng., Electrical Engineering

University of Guyana   1977 — 1982
BEng, Electrical Engineering

Charlestown Govt Secondary School   1971 — 1976

Kristina Worden Kristina Worden Toronto, Canada Area Details
Kristina Worden's CIBC - Private Wealth Management Experience March 2014 - Present
Job Trust Administrator at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  March 2014 - Present
RBC Dominion Securities  January 2014 - March 2014
Assante Wealth Management  June 2012 - December 2013
CIBC Wealth Management  April 2013 - August 2013
Front Street Capital   August 2012 - January 2013
Macquarie Group  January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management

Education
Sheridan College   2011 — 2013
Banking and Wealth Management Advanced Diploma

University of Guelph

Jennie Ordonez-Weir Jennie Ordonez-Weir Toronto, Canada Area Details
Jennie Ordonez-Weir's CIBC - Private Wealth Management Experience November 2008 - 2012
Job Real Estate Agent at Century 21 Atria Realty Inc. Brokerage
Industry Real Estate
Experience
M5V Realty Inc., Brokerage   2012 - January 2014
CIBC Private Wealth Management  November 2008 - 2012

Education
George Brown College   2008 — 2011
Diploma, Business Administration and Management