Jeanette Power
Senior Wealth Advisor
For over 25 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 IIROC 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 20 years of industry experience. As a Financial Associate, she is registered with IIROC 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.
Daryn Stafford
Client Associate
Daryn graduated from The Northern Alberta Institute of Technology with a diploma in Finance. He has continued to pursue educational development through the Canadian Securities institute where he is currently enrolled in the Wealth Management Essentials Course. Daryn began his career at CIBC Wood Gundy in Edmonton, but he decided to move back to Ontario, where he is originally from.
Daryn is a Client Associate on the team, handling all aspects of client service, such as account openings and documentation, along with all client correspondence. Daryn is also registered with IIROC so he is able to execute trades as needed. Daryn is the team's point person for all administrative procedures and is typically the first person clients connect with when they call the office.
When he's not at work, Daryn enjoys spending time with his fiancé as well as learning new skills. He enjoys the outdoors and trying out different foods. Daryn also loves to cook and bake and is always looking for inspiration for his next dish!
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 IIROC Registrant. Sophie oversees the marketing initiatives for The Power Investment Team such as the web site, newsletter, 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.
Nicolette Thomas
Administrative Assistant
With her friendly and helpful demeanor, Nickie supports The Power Investment Team by handling a variety of administrative account activities along with answering incoming client calls. Nickie graduated from Humber College with an advanced diploma in Public Relations as she enjoys working with people and being part of a team setting. She continues to grow her financial knowledge and pursue her investment education.
Nickie began her career in wealth management over two years ago; bringing along with her a passion for people, building long term relationships and exceptional client service by always putting client needs first.
When she is not at work, Nickie enjoys spending time with her family and friends, sampling her skills as a “foodie” by trying various restaurants around the city. She also finds exploring nature in our beautiful Ontario parks a peaceful and great way to enjoy the outdoors all year long.
Jeanette Power
For over 25 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 IIROC 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 20 years of industry experience. As a Financial Associate, she is registered with IIROC 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.
Daryn Stafford
Daryn graduated from The Northern Alberta Institute of Technology with a diploma in Finance. He has continued to pursue educational development through the Canadian Securities institute where he is currently enrolled in the Wealth Management Essentials Course. Daryn began his career at CIBC Wood Gundy in Edmonton, but he decided to move back to Ontario, where he is originally from.
Daryn is a Client Associate on the team, handling all aspects of client service, such as account openings and documentation, along with all client correspondence. Daryn is also registered with IIROC so he is able to execute trades as needed. Daryn is the team's point person for all administrative procedures and is typically the first person clients connect with when they call the office.
When he's not at work, Daryn enjoys spending time with his fiancé as well as learning new skills. He enjoys the outdoors and trying out different foods. Daryn also loves to cook and bake and is always looking for inspiration for his next dish!
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 IIROC Registrant. Sophie oversees the marketing initiatives for The Power Investment Team such as the web site, newsletter, 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.
Nicolette Thomas
With her friendly and helpful demeanor, Nickie supports The Power Investment Team by handling a variety of administrative account activities along with answering incoming client calls. Nickie graduated from Humber College with an advanced diploma in Public Relations as she enjoys working with people and being part of a team setting. She continues to grow her financial knowledge and pursue her investment education.
Nickie began her career in wealth management over two years ago; bringing along with her a passion for people, building long term relationships and exceptional client service by always putting client needs first.
When she is not at work, Nickie enjoys spending time with her family and friends, sampling her skills as a “foodie” by trying various restaurants around the city. She also finds exploring nature in our beautiful Ontario parks a peaceful and great way to enjoy the outdoors all year long.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 15 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 works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Jamie Golombek
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.
Manuel Rebelo, CPCA, TEP
Director, Trust and Estate
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
Adeeba Shaikh, B.Comm., CFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist, Adeeba is part of CIBC’s Wealth Planning Group and supports Wood Gundy Investment Advisors in delivering comprehensive and holistic financial planning solutions to their valued clients.
Adeeba’s focus is to provide advice around complex financial planning issues such as retirement planning, tax planning, cash management, estate planning, business succession and business transition planning.
Adeeba entered the financial services industry in 2016 and holds a Bachelor of Commerce degree from the University of Mumbai. She is an accredited professional with the Certified Financial Planner CFP® and Chartered Investment Manager CIM®, designations.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
With over 15 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 works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Jamie Golombek
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.
Manuel Rebelo, CPCA, TEP
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
Adeeba Shaikh, B.Comm., CFP, CIM
As a Financial Planning Specialist, Adeeba is part of CIBC’s Wealth Planning Group and supports Wood Gundy Investment Advisors in delivering comprehensive and holistic financial planning solutions to their valued clients.
Adeeba’s focus is to provide advice around complex financial planning issues such as retirement planning, tax planning, cash management, estate planning, business succession and business transition planning.
Adeeba entered the financial services industry in 2016 and holds a Bachelor of Commerce degree from the University of Mumbai. She is an accredited professional with the Certified Financial Planner CFP® and Chartered Investment Manager CIM®, designations.