BELL FINANCIAL GROUP - Key Persons
Job Titles:
- CIBC 's Tax Expert
- 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.
Job Titles:
- CIM
- Senior Portfolio Manager, Senior Wealth Advisor
Jeff began his career in the financial industry at CIBC Wood Gundy in 1995. Since then, he has built an extremely successful and well-respected business based on his knowledge, professionalism and dedication. Jeff specializes in advising high-net worth families, executives, entrepreneurs, trusts and institutions. Since 2002, he has placed a specific focus on actively managing proprietary portfolios spanning multiple asset classes globally.
Jeff has an Honours Degree in Business Administration from the Richard Ivey School of Business, University of Western Ontario. He holds the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM®) designations, and is licensed in life insurance and options trading. He lives in Toronto's West End with his wife and three children. When he can find the time, Jeff enjoys golfing, skiing, tennis and hockey.
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
A Registered Representative with more than 16 years of facilitation, business support and project delivery experience, Mandip's focus is exceptional customer service and aiding in day-to-day operations. Mandip graduated with a Bachelors of Business Administration degree from the University of Toronto. She is a Registered Representative under IIROC and has her Personal Financial Planner (PFP) designation and Investment Management Techniques certificate.
Job Titles:
- Portfolio Manager
- Portfolio Manager, Associate Investment Advisor
Michael started his career in the financial services industry at CIBC in 1993 as a Business Analyst and later joined the Bell Financial Group as an Associate Investment Advisor and Portfolio Manager. He has an Honours Degree in Economics from York University, holds the Canadian Investment Manager (CIM) and the Financial Management Advisor (FMA) designations and is life insurance licensed.
Mr. Charles Barkley is a well known artist. That's a beautiful art. And it has a certain degree of whimsicality about it. I hope he catches the whimsicality, what I want to convey to you.
That I do not do that. That's nice. That's beautiful. Beautiful. You have to find the essence. It's in that subtle smile, in that sparkle in his eyes. Can you reach that happy moment when all the time you've spent communicating and getting to know each other results in an affectionate glimpse into the soul of that person? I'm going to take.
Job Titles:
- Senior Trust and Estate Consultant
Natalie 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 that your plans occur as you desire. By fully assessing her client's needs, Natalie 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. Natalie 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. Natalie has been with CIBC since 2018.
Nunzio Rucchetta Estate Planning Specialist Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Job Titles:
- Associate
- Investment Advisor
- CIM
Stephen has a passion for investing, building lasting relationships and executing on clients' wealth plans. He has particular interests in portfolio construction, security selection, wealth planning and philanthropy. Upon receiving a Bachelor of Arts Degree from Concordia University, Stephen achieved the Chartered Investment Manager (CIM®) and the Fellow of the Canadian Securities Institute (FCSI) designations, and options trading license.
Job Titles:
- Representative
- Financial Associate
Zachary is a licensed registered representative and supports the team by monitoring portfolios and client communication. He is dedicated to providing superior client service and works closely with his colleagues in the management and servicing of client accounts. Zachary holds a Bachelor of Commerce degree from Ryerson University and obtained the Chartered Investment Management (CIM®) designation.