WebWorked closely with top CIBC Wood Gundy discretionary portfolio manager team providing guidance on $600MM (AUM)Assets Under Management, … WebNov 9, 2016 · CIBC Wood Gundy. Sep 2001 - Present21 years 7 months. Leading The Gerstel Wealth Management Group at CIBC Wood Gundy, providing practical advice and comprehensive wealth management services. Also an Investment Advisor and Portfolio Manager of The Global Risk Controlled Equity strategy, a discretionary global ETF-based …
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