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 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 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 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 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 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.