Roy Ruppert, FCSI, CIM
As Senior Wealth Advisor and Portfolio Manager, Roy has successfully led The Ruppert Team ensuring his clients receive elite portfolio construction as well as tax minimization and estate planning strategies. Capitalizing on the vast resources of CIBC, Roy is able to provide tailor-made financial strategies to some of Canada's most affluent investors. Roy's business has been built on a solid foundation of mutual respect and trust by a diverse group of clients and their families.
Roy has been in this industry for over 35 years, with more than 25 years of experience as a branch manager. Because of this, Roy brings a unique mixture of knowledge to the table. He possesses extensive wealth management and investment knowledge, along with a considerable amount of insight on business operations.
When Roy is not working, he loves spending time with his family. His family members live in many different places around the world and he enjoys the opportunity to visit them when he can. Though he has traveled to many places, his favorite spots are Australia and New Zealand.
George Anthony, CIM, RRC
As a Wealth Advisor, George believes that a key part of his role is to provide clients and their family with excellent service. George starts by understanding the financial goals of his clients, allowing him to develop customized investment plans and effective strategies to help them achieve their financial goals.
George enjoys cycling, playing soccer, and spending time with his family.
Lana Anguelova
Lana is an IIROC registrant with over 16 years of investment experience. She is responsible for all aspects of client service such as account openings and documentation, client correspondence and trading for The Ruppert Team. This includes the provision of investment information, taking buy/sell orders, and responding to account inquiries.
Lana enjoys working as part of a team and meeting new people; she is always very organized and excels at solving problems. She is 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. She excels at building trusting relationships with customers and colleagues.
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 boys. All year long, she enjoys being outdoors and spending time with her family.
Lorna Quinn
As a Client Associate, Lorna prepares client portfolio reviews consisting of detailed analyses of asset allocation, performance, and assisting in the financial planning process. With over a decade of copywriting experience, Lorna also manages social media and website content, including our Women’s Wealth initiatives. As an IIROC registrant, Lorna is responsible for trading and conducting analyses of investment products including mutual funds, structured notes, ETFs, hedge funds, and pooled funds to assist in portfolio management.
With degrees in English/Communications and Education from the University of Toronto, Lorna has worked in several industries including television, fitness, and education.
When Lorna is not working, she enjoys writing, reading, and spending time with her family.
Diana Younan
Diana has been with CIBC for 15 years working in several roles including assistant branch manager, financial service associate, and a private banking associate. With extensive experience, Diana provides our clients with outstanding customer service. As a graduate from Ryerson University’s Retail and Service Management Program, she understands the importance of interpersonal skills which she brings to our valued clients.
Diana enjoys working as part of a team and has a collaborative spirit, ensuring that we continue to build trusting relationships with clients and colleagues.
Diana was born in Qatar and speaks Arabic as a second language. When Diana is not working, she enjoys cooking, baking, and spending time with her family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
Manjit Dhir, BA, CFP, CLU, CHS
Estate Planning Specialist
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
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.
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.
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.
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.
Manjit Dhir, BA, CFP, CLU, CHS
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
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.
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.