Jeanette Power
Senior Wealth Advisor
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
Associate Investment Advisor
Carlo joined CIBC Wood Gundy in 2014. He holds a certificate in Business from Sheridan College, in addition to certificates in Advanced Investment Advice and Advanced Financial Advice from the Canadian Securities Institute. He is registered with CIRO and can execute trades as well as provide investment advice from a holistic viewpoint. Carlo also handles financial reporting and research materials for clients to ensure they are kept up-to-date on timely financial information.
Carlo enjoys spending time with his wife and two daughters as well as his family. All year long, Carlo is an outdoors enthusiast. He appreciates finding challenging hiking trails throughout Ontario as he believes connecting with nature provides himself and his daughters an opportunity for both recreation and education.
Jennifer Savona
Financial Associate
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
Lana is a CIRO registrant and 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.
Sophie Fillios
Administrative Associate
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 and is also an CIRO Registrant. 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
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
Carlo joined CIBC Wood Gundy in 2014. He holds a certificate in Business from Sheridan College, in addition to certificates in Advanced Investment Advice and Advanced Financial Advice from the Canadian Securities Institute. He is registered with CIRO and can execute trades as well as provide investment advice from a holistic viewpoint. Carlo also handles financial reporting and research materials for clients to ensure they are kept up-to-date on timely financial information.
Carlo enjoys spending time with his wife and two daughters as well as his family. All year long, Carlo is an outdoors enthusiast. He appreciates finding challenging hiking trails throughout Ontario as he believes connecting with nature provides himself and his daughters an opportunity for both recreation and education.
Jennifer Savona
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
Lana is a CIRO registrant and 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.
Sophie Fillios
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 and is also an CIRO Registrant. 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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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, 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, 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.
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, 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, CFP®, TEP
Financial Planning Specialist
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, TEP, CLU, CHS, EPC, FMA, FCSI
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, CPA, CA, CFP®, CLU, TEP, FCPA
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, CFP, RRC
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
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, BA, B.Comm., MTI
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, CFP®, TEP
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