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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Commerce Valley Financial Group

  • Home
  • About us
    • Our network
    • Our team
    • Our process
    • Testimonials
  • Business owners
    • Trusts & structures
    • Benefits & corporate insurance
    • International assets
    • Succession
    • Tax efficiency
  • Retirement & family wealth
    • Retirement & income planning
    • Family wealth planning
    • Protection & preservation
    • Charitable giving
    • Tax & estate
  • Interest
    • Education center
  • Contact us

Our team

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2333
Email Email us
Email Email
Telephone Number Tel

Our team

Cameron Wiebe

Client Associate
(905) 762-2306
Opens in your telephone provided application.
cameron.wiebe@cibc.com
Opens in your email provided application.
Opens in a new tab.
 

Cameron Wiebe

Client Associate
(905) 762-2306
Opens in your telephone provided application.
cameron.wiebe@cibc.com
Opens in your email provided application.
 
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Ross Ferrier

Ross Ferrier, CIM, FCSI

Investment Advisor

Tel:

(905) 762-2333

Email:

ross.ferrier@cibc.ca

Ross Ferrier is a Branch Manager of the York Region branch of CIBC Wood Gundy, originally joining the firm in 1999. He leads the Commerce Valley Financial Group, a team of experienced professionals dedicated to a very detailed and thorough investment approach for business owners and families.

Since 1999, Ross has been a part of CIBC Wood Gundy and its predecessor companies exclusively. A Portfolio Manager and Investment Advisor, he holds multiple industry accreditations including Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

Lori Grabowski

Lori Grabowski

Associate Investment Advisor

Tel:

(905) 762-2342

Email:

lori.grabowski@cibc.ca

Lori Grabowski's history in the industry goes back to 1980. Her extensive knowledge and experience help her to provide tangible value for the business owners and families that the team serves.

Lori first became a Registered Representative in 1989, and now holds several accreditations through the Canadian Securities Institute, in addition to her insurance license. Within CIBC Wood Gundy, she has served as a Branch Administrator and was instrumental in forming the Equity Trading Service Units, before joining the Commerce Valley Financial Group. Due to her in-depth knowledge on a range of financial topics, a central part of her role on the team has become identifying opportunities to enhance client portfolios.

Deborah Grabowski

Deborah Grabowski

Associate Investment Advisor

Tel:

(905) 762-2409

Email:

Deborah.Grabowski@cibc.com

Deborah Grabowski has been a part of CIBC since 1997. Today, as one of the team's Investment Advisors, she is dedicated to client service and providing custom investment and planning advice.

Upon obtaining her securities licenses, Deborah began her career at one of CIBC's predecessor companies, and prior to joining the Commerce Valley Financial Group, also worked as a Financial Advisor with CIBC Imperial Service.

Ronel Sandler

Associate Investment Advisor

Tel:

(905) 762-2301

Email:

ronel.sandler@cibc.com

George Ballos

George Ballos

Associate Investment Advisor

Tel:

(905) 762-2220

Email:

George.Ballos@cibc.com

George is an accredited investment professional who has provided wealth management services since 1997.

A graduate of Western University’s Faculty of Social Science (Economics), George began his career at a competing brokerage and has since joined CIBC Wood Gundy’s Commerce Valley Financial Group. George is a highly trained and dedicated professional, fully committed to understanding his clients’ needs and helping them achieve their financial goals.

Gord McCrae

Gordon McRae

Associate Investment Advisor

Financial Planner

Tel:

(905) 762-2402

Email:

Gordon.McRae@cibc.com

Gordon D. McRae, Associate Investment Advisor, is a Certified Financial Planner with over two decades of experience in the financial services industry. Working with some of the industry’s most respected firms before returning to CIBC Wood Gundy, Gordon has gathered a hands-on knowledge of many different market environments. Gordon is firmly committed to long-term client relationships and through financial planning helps his clients with investment, retirement and estate planning strategies to achieve their financial goals.

Betty Wang

Betty Wang

Associate Investment Advisor

Tel:

(905) 762-2330

Email:

Betty.Wang3@cibc.com

Betty Wang serves clients with in-depth knowledge and experience in a range of financial disciplines.

In 1996, Betty began advising clients on mutual funds, and has since built up experience in both financial services and wealth management. While becoming licensed in insurance, she also completed several courses through the Canadian Securities Institute that strengthened her knowledge of retirement and estate planning.

Betty began offering investment advice in 2004, and now helps the team provide comprehensive financial guidance to clients. She is fluent in English, Mandarin, Cantonese and Taiwanese.

Inez Phair, CIM®

Portfolio Manager

Tel:

(905) 762-2222

Email:

Inez.Phair@cibc.ca

Inez Phair joined CIBC Wood Gundy in 2006. She has 35 years experience in the investment industry as an Investment Advisor and has completed all required courses to achieve the Chartered Investment Manager designation. She is a Portfolio Manager in the York Region Branch of CIBC Wood Gundy. Her commitment has always been to provide her clients with sound portfolio advice and attentive account management. Together with her team her goal is to provide an informative, efficient and comfortable experience for her clients. Inez became a member of The Commerce Valley Financial Group October 1st, 2015.

Daniel Nahmias

Daniel Nahmias, MBA

Investment Advisor

Tel:

(905) 762-2226

Email:

daniel.nahmias@cibc.com

Daniel Nahmias is an experienced capital markets professional and is an expert on Structured Notes. From 2011 to 2021, Daniel had worked at CIBC Capital Markets, in the Wealth Solutions Group, focused on creating customized solutions, to help solve the unique needs of High Net-Worth and Ultra High Net-Worth investors. Over his time in capital markets, Daniel become an expert on Structured Notes, and also was the co-creator of CDRs (Canadian Depository Receipts) - a new financial instrument which allows Canadian Investors to buy Fractional Shares of internationally listed equities, in Canadian dollars, on a Canadian exchange, with a built in currency hedge. 

Daniel decided to apply this expertise to help private clients, and joined the Commerce Valley Financial Group at the start of 2021.

Daniel has degree in Psychology from the University of Western Ontario, and an MBA from the Rotman School of Business at U of T. Daniel is a proud husband and father who enjoys car racing in his free time. 

Cameron Wiebe

Client Associate

Tel:

(905) 762-2306

Email:

cameron.wiebe@cibc.com

headshot

Mara Simetic

Client Associate

Tel:

(905) 762-2293

Email:

Mara.Simetic@cibc.ca

As Client Associate, Mara Simetic assists in client relations and in managing the details of client accounts. She first joined CIBC's predecessor company in 1992, and became a Registered Representative in 1997.

Mara holds a Bachelor of Commerce from Concordia University in Montreal, and she is fluent in English, French and Italian.

Alicja Segui

Alicja Segui

Administrative Assistant

Tel:

(905) 762-2332

Email:

alicja.segui@cibc.ca

Alicja Segui has held various administrative roles within CIBC Wood Gundy and its predecessor companies since 1992.

At the Commerce Valley Financial Group, regular client communication is essential and client records are detailed and extensive due to the team’s depth of service. Alicja’s experience in and knowledge of the industry allow her to maintain both accurate records and strong client service.

Ross Ferrier

Ross Ferrier, CIM, FCSI

Investment Advisor
(905) 762-2333
Opens in your telephone provided application.
ross.ferrier​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Ross Ferrier is a Branch Manager of the York Region branch of CIBC Wood Gundy, originally joining the firm in 1999. He leads the Commerce Valley Financial Group, a team of experienced professionals dedicated to a very detailed and thorough investment approach for business owners and families.

Since 1999, Ross has been a part of CIBC Wood Gundy and its predecessor companies exclusively. A Portfolio Manager and Investment Advisor, he holds multiple industry accreditations including Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

Lori Grabowski

Lori Grabowski

Associate Investment Advisor
(905) 762-2342
Opens in your telephone provided application.
lori.grabowski​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lori Grabowski's history in the industry goes back to 1980. Her extensive knowledge and experience help her to provide tangible value for the business owners and families that the team serves.

Lori first became a Registered Representative in 1989, and now holds several accreditations through the Canadian Securities Institute, in addition to her insurance license. Within CIBC Wood Gundy, she has served as a Branch Administrator and was instrumental in forming the Equity Trading Service Units, before joining the Commerce Valley Financial Group. Due to her in-depth knowledge on a range of financial topics, a central part of her role on the team has become identifying opportunities to enhance client portfolios.

Deborah Grabowski

Deborah Grabowski

Associate Investment Advisor
(905) 762-2409
Opens in your telephone provided application.
Deborah.Grabowski​@cibc.com
Opens in your email provided application. Opens in a new tab.

Deborah Grabowski has been a part of CIBC since 1997. Today, as one of the team's Investment Advisors, she is dedicated to client service and providing custom investment and planning advice.

Upon obtaining her securities licenses, Deborah began her career at one of CIBC's predecessor companies, and prior to joining the Commerce Valley Financial Group, also worked as a Financial Advisor with CIBC Imperial Service.

Ronel Sandler

Associate Investment Advisor
(905) 762-2301
Opens in your telephone provided application.
ronel.sandler​@cibc.com
Opens in your email provided application. Opens in a new tab.
George Ballos

George Ballos

Associate Investment Advisor
(905) 762-2220
Opens in your telephone provided application.
George.Ballos​@cibc.com
Opens in your email provided application. Opens in a new tab.

George is an accredited investment professional who has provided wealth management services since 1997.

A graduate of Western University’s Faculty of Social Science (Economics), George began his career at a competing brokerage and has since joined CIBC Wood Gundy’s Commerce Valley Financial Group. George is a highly trained and dedicated professional, fully committed to understanding his clients’ needs and helping them achieve their financial goals.

Gord McCrae

Gordon McRae

Associate Investment Advisor
Financial Planner
(905) 762-2402
Opens in your telephone provided application.
Gordon.McRae​@cibc.com
Opens in your email provided application. Opens in a new tab.

Gordon D. McRae, Associate Investment Advisor, is a Certified Financial Planner with over two decades of experience in the financial services industry. Working with some of the industry’s most respected firms before returning to CIBC Wood Gundy, Gordon has gathered a hands-on knowledge of many different market environments. Gordon is firmly committed to long-term client relationships and through financial planning helps his clients with investment, retirement and estate planning strategies to achieve their financial goals.

Betty Wang

Betty Wang

Associate Investment Advisor
(905) 762-2330
Opens in your telephone provided application.
Betty.Wang3​@cibc.com
Opens in your email provided application. Opens in a new tab.

Betty Wang serves clients with in-depth knowledge and experience in a range of financial disciplines.

In 1996, Betty began advising clients on mutual funds, and has since built up experience in both financial services and wealth management. While becoming licensed in insurance, she also completed several courses through the Canadian Securities Institute that strengthened her knowledge of retirement and estate planning.

Betty began offering investment advice in 2004, and now helps the team provide comprehensive financial guidance to clients. She is fluent in English, Mandarin, Cantonese and Taiwanese.

Inez Phair, CIM®

Portfolio Manager
(905) 762-2222
Opens in your telephone provided application.
Inez.Phair​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Inez Phair joined CIBC Wood Gundy in 2006. She has 35 years experience in the investment industry as an Investment Advisor and has completed all required courses to achieve the Chartered Investment Manager designation. She is a Portfolio Manager in the York Region Branch of CIBC Wood Gundy. Her commitment has always been to provide her clients with sound portfolio advice and attentive account management. Together with her team her goal is to provide an informative, efficient and comfortable experience for her clients. Inez became a member of The Commerce Valley Financial Group October 1st, 2015.

Daniel Nahmias

Daniel Nahmias, MBA

Investment Advisor
(905) 762-2226
Opens in your telephone provided application.
daniel.nahmias​@cibc.com
Opens in your email provided application. Opens in a new tab.

Daniel Nahmias is an experienced capital markets professional and is an expert on Structured Notes. From 2011 to 2021, Daniel had worked at CIBC Capital Markets, in the Wealth Solutions Group, focused on creating customized solutions, to help solve the unique needs of High Net-Worth and Ultra High Net-Worth investors. Over his time in capital markets, Daniel become an expert on Structured Notes, and also was the co-creator of CDRs (Canadian Depository Receipts) - a new financial instrument which allows Canadian Investors to buy Fractional Shares of internationally listed equities, in Canadian dollars, on a Canadian exchange, with a built in currency hedge. 

Daniel decided to apply this expertise to help private clients, and joined the Commerce Valley Financial Group at the start of 2021.

Daniel has degree in Psychology from the University of Western Ontario, and an MBA from the Rotman School of Business at U of T. Daniel is a proud husband and father who enjoys car racing in his free time. 

Cameron Wiebe

Client Associate
(905) 762-2306
Opens in your telephone provided application.
cameron.wiebe​@cibc.com
Opens in your email provided application. Opens in a new tab.

Mara Simetic

Client Associate
(905) 762-2293
Opens in your telephone provided application.
Mara.Simetic​@cibc.ca
Opens in your email provided application. Opens in a new tab.

As Client Associate, Mara Simetic assists in client relations and in managing the details of client accounts. She first joined CIBC's predecessor company in 1992, and became a Registered Representative in 1997.

Mara holds a Bachelor of Commerce from Concordia University in Montreal, and she is fluent in English, French and Italian.

Alicja Segui

Alicja Segui

Administrative Assistant
(905) 762-2332
Opens in your telephone provided application.
alicja.segui​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Alicja Segui has held various administrative roles within CIBC Wood Gundy and its predecessor companies since 1992.

At the Commerce Valley Financial Group, regular client communication is essential and client records are detailed and extensive due to the team’s depth of service. Alicja’s experience in and knowledge of the industry allow her to maintain both accurate records and strong client service.

 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.