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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Power Investment Team

  • Home
  • About us
    • Our team
    • Our approach
    • FAQ's
    • Resources
    • Community
  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
    • Investment philosophy
  • Education
  • Market insights
  • Empowering Women
  • Contact us

Our team

Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 804-2240
Email Email us
Email Email
Telephone Number Tel

About us

ABOUT WOOD GUNDY

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures.  Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.


We support you through some of life’s most significant decisions, including:

 

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
  • Insurance solutions
 

OUR TEAM

We all have unique goals.  The Power Investment Team understands your needs, shares your vision and is committed to providing a strong advisory relationship, rooted in financial expertise and professionalism.

We focus on empowering individuals and their families to live happier, more productive lives through effective communication, education and building and maintaining trusting relationships.

 

 

 

 
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headshot

Jeanette Power

Senior Wealth Advisor

Tel:

(905) 804-2240

Email:

jeanette.power@cibc.ca

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For over 30 years, Jeanette has been guiding clients, their families and entrepreneurs build trusted relationships, while managing all aspects of their wealth, and throughout various stages of their lives. Recognizing that no two individuals are alike, Jeanette will customize her client’s investment and financial plan around their particular needs, while implementing a holistic, wealth management approach.

Jeanette has built her practice on trust, treating every relationship as a sacred commitment, while placing a premium on exceptional client service.  She combines her knowledge and experience with the expertise of CIBC's tax, insurance and estate planning specialists, all to help chart her clients' path to a secure financial future. Her informed, diligent and consultative approach, coupled with an outstanding level of personalized service, also enables Jeanette to work with a diverse group of clients, ranging from affluent families and business owners, to female executives and divorcees across the country. 

Jeanette holds credentials from the Canadian Securities Institute and has completed the Professional Financial Planning Course. Jeanette also holds her life insurance designation, LLQP and the Elder Planning Counselor (EPC) designation.

Jeanette heads up The Power Investment Team and is supported by five dedicated service professionals who are always committed to customer service excellence.

headshot

Carlo Lupo, CIM®

Associate Investment Advisor

Tel:

(905) 897-3738

Email:

carlo.lupo@cibc.ca

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  • Linkedin

Carlo joined CIBC Wood Gundy in 2014 and holds the Chartered Investment Manager (CIM®) designation. With a commitment to personalized service, Carlo delivers investment advice tailored to each client’s unique need by applying a holistic and objective approach. He is also responsible for preparing financial reports and research materials to keep clients informed with timely and relevant financial insights.
Outside of his professional role, Carlo values quality time with his wife, two daughters, and extended family. A year-round outdoor enthusiast, he enjoys exploring challenging hiking trails across Ontario. He views these experiences as meaningful opportunities for recreation and learning, both for himself and his daughters.

Jennifer Savona

Jennifer Savona

Financial Associate

Tel:

(905) 804-2243

Email:

jennifer.savona@cibc.ca

Linkedin

Jennifer has over 25 years of industry experience. As a Financial Associate, she is registered with CIRO and is able to provide trading and investment advice to our clients. She oversees other essential areas for our team such as preparing financial reports and researching investment solutions for individual and corporate clients. Jenn also handles scheduling client appointments and consultations.

Jennifer lives in Mississauga with her husband Paul and daughter Neve. They enjoy relaxing outdoors whenever possible, spending family time boating along the shores of Lake Huron and watching the glorious Lambton Shore sunsets.

headshot

Lana Anguelova

Financial Associate

Tel:

(905) 804-2232

Email:

svetlana.anguelova@cibc.com

Linkedin

Lana has been in the investment industry since 2005. She is responsible for all aspects of client service for the team, such as account openings and documentation, client correspondence which includes the provision of investment information and responding to account inquiries as needed.

Lana enjoys working as part of a team and meeting new people; she is always very organized and excels at solving problems. She is also the team's point person for all administrative procedures and is typically the first person clients connect with when they phone the office.

Lana's interpersonal skills and attention to detail are why clients can always count on her for her expertise as she excels at building trusting relationships with clients and their families.

Lana was born in Bulgaria and moved to Canada in 1999. She speaks Bulgarian as a second language and is also a wife and mother to twin teenage boys. All year long, she enjoys being outdoors, spending time with her family.

headshot

Hasan Biyabani

Client Associate

Tel:

(905) 566-7502

Email:

hasan.biyabani@cibc.com

Linkedin

Hasan is a Client Associate and has been working in the financial services industry since 2019. His experience comes from both the bank and the brokerage areas of various financial institutions. Hasan holds a Bachelor of Commerce in Finance from Ryerson University.

With his friendly and helpful demeanor, Hasan supports the Power Investment Team by handling the provision of client investment information and responding to account inquiries. Hasan works closely with Lana on the team, processing all account and administrative procedures and will typically be the first person clients connect with when calling the office.

When he’s not working, Hasan enjoys reading novels and short stories from all genres, and during the spring and summer months, he likes spending time in nature hiking.

Sophie Fillios

Sophie Fillios

Administrative Associate

Tel:

(905) 566-3352

Email:

sophie.fillios@cibc.com

Linkedin

Sophie is an Administrative Associate and has been in the financial services industry since 1990. Her experience comes from both the bank and the brokerage areas of CIBC as she has held various positions during her tenure. Sophie graduated with a Bachelor of Arts in Sociology, with a minor in English from the University of Toronto. Sophie oversees the marketing initiatives for The Power Investment Team such as the web site, client emails and webinar/seminar preparation.

When she is not at work, she spends time with her husband and her twins. She also loves to read, which inspired her to form her own book club a few years ago. Sophie is also the primary caregiver for her Mother and she treasures the time they get to spend together.

Jeanette Power

Senior Wealth Advisor
(905) 804-2240
Opens in your telephone provided application.
jeanette.power​@cibc.ca
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

For over 30 years, Jeanette has been guiding clients, their families and entrepreneurs build trusted relationships, while managing all aspects of their wealth, and throughout various stages of their lives. Recognizing that no two individuals are alike, Jeanette will customize her client’s investment and financial plan around their particular needs, while implementing a holistic, wealth management approach.

Jeanette has built her practice on trust, treating every relationship as a sacred commitment, while placing a premium on exceptional client service.  She combines her knowledge and experience with the expertise of CIBC's tax, insurance and estate planning specialists, all to help chart her clients' path to a secure financial future. Her informed, diligent and consultative approach, coupled with an outstanding level of personalized service, also enables Jeanette to work with a diverse group of clients, ranging from affluent families and business owners, to female executives and divorcees across the country. 

Jeanette holds credentials from the Canadian Securities Institute and has completed the Professional Financial Planning Course. Jeanette also holds her life insurance designation, LLQP and the Elder Planning Counselor (EPC) designation.

Jeanette heads up The Power Investment Team and is supported by five dedicated service professionals who are always committed to customer service excellence.

Carlo Lupo, CIM®

Associate Investment Advisor
(905) 897-3738
Opens in your telephone provided application.
carlo.lupo​@cibc.ca
Opens in your email provided application.
Facebook Linkedin
Opens in a new tab.

Carlo joined CIBC Wood Gundy in 2014 and holds the Chartered Investment Manager (CIM®) designation. With a commitment to personalized service, Carlo delivers investment advice tailored to each client’s unique need by applying a holistic and objective approach. He is also responsible for preparing financial reports and research materials to keep clients informed with timely and relevant financial insights.
Outside of his professional role, Carlo values quality time with his wife, two daughters, and extended family. A year-round outdoor enthusiast, he enjoys exploring challenging hiking trails across Ontario. He views these experiences as meaningful opportunities for recreation and learning, both for himself and his daughters.

Jennifer Savona

Jennifer Savona

Financial Associate
(905) 804-2243
Opens in your telephone provided application.
jennifer.savona​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

Jennifer has over 25 years of industry experience. As a Financial Associate, she is registered with CIRO and is able to provide trading and investment advice to our clients. She oversees other essential areas for our team such as preparing financial reports and researching investment solutions for individual and corporate clients. Jenn also handles scheduling client appointments and consultations.

Jennifer lives in Mississauga with her husband Paul and daughter Neve. They enjoy relaxing outdoors whenever possible, spending family time boating along the shores of Lake Huron and watching the glorious Lambton Shore sunsets.

Lana Anguelova

Financial Associate
(905) 804-2232
Opens in your telephone provided application.
svetlana.anguelova​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Lana has been in the investment industry since 2005. She is responsible for all aspects of client service for the team, such as account openings and documentation, client correspondence which includes the provision of investment information and responding to account inquiries as needed.

Lana enjoys working as part of a team and meeting new people; she is always very organized and excels at solving problems. She is also the team's point person for all administrative procedures and is typically the first person clients connect with when they phone the office.

Lana's interpersonal skills and attention to detail are why clients can always count on her for her expertise as she excels at building trusting relationships with clients and their families.

Lana was born in Bulgaria and moved to Canada in 1999. She speaks Bulgarian as a second language and is also a wife and mother to twin teenage boys. All year long, she enjoys being outdoors, spending time with her family.

Hasan Biyabani

Client Associate
(905) 566-7502
Opens in your telephone provided application.
hasan.biyabani​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Hasan is a Client Associate and has been working in the financial services industry since 2019. His experience comes from both the bank and the brokerage areas of various financial institutions. Hasan holds a Bachelor of Commerce in Finance from Ryerson University.

With his friendly and helpful demeanor, Hasan supports the Power Investment Team by handling the provision of client investment information and responding to account inquiries. Hasan works closely with Lana on the team, processing all account and administrative procedures and will typically be the first person clients connect with when calling the office.

When he’s not working, Hasan enjoys reading novels and short stories from all genres, and during the spring and summer months, he likes spending time in nature hiking.

Sophie Fillios

Sophie Fillios

Administrative Associate
(905) 566-3352
Opens in your telephone provided application.
sophie.fillios​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Sophie is an Administrative Associate and has been in the financial services industry since 1990. Her experience comes from both the bank and the brokerage areas of CIBC as she has held various positions during her tenure. Sophie graduated with a Bachelor of Arts in Sociology, with a minor in English from the University of Toronto. Sophie oversees the marketing initiatives for The Power Investment Team such as the web site, client emails and webinar/seminar preparation.

When she is not at work, she spends time with her husband and her twins. She also loves to read, which inspired her to form her own book club a few years ago. Sophie is also the primary caregiver for her Mother and she treasures the time they get to spend together.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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.

Jeffrey Klompus

Jeffrey Klompus, CFP, RRC

Wealth Strategist

Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.

headshot

Indra Bharat, CFP, CIWM, FCSI, FMA

Wealth Strategist

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

 

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

Marilyn Andrade

Marilyn Andrade, BA, B.Comm., MTI

Senior Trust and Estate Consultant

Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.

 

By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

 

Marilyn and her team 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. Marilyn has been with CIBC since 2000.

Jessica Wang

Jessica Wang, CFP®, TEP

Financial Planning Specialist

Email:

Jessica.Wang5@cibc.com

My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Jeffrey Klompus

Jeffrey Klompus, CFP, RRC

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.

Indra Bharat, CFP, CIWM, FCSI, FMA

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

 

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

Marilyn Andrade

Marilyn Andrade, BA, B.Comm., MTI

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.

 

By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

 

Marilyn and her team 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. Marilyn has been with CIBC since 2000.

Jessica Wang

Jessica Wang, CFP®, TEP

Financial Planning Specialist
Opens in your telephone provided application.
Jessica.Wang5​@cibc.com
Opens in your email provided application. Opens in a new tab.

My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.