Mark S. L. Ma, CA, CFP, CIM, FCSI
First Vice-President, Investment Advisor, Portfolio Manager
mark.ma@cibc.ca(416) 594-8888

Mark brings to his clients over 30 years of experience in the financial services industry. He obtained his Bachelor of Commerce (Honours) degree from the University of Manitoba, and then acquired his Chartered Accountant's designation. Mark also has a Level II Life and Disability Insurance License and is registered as a Portfolio Manager.

Mark is a "Financial Architect." He will custom tailor an investment portfolio using innovative strategies to enhance clients' after tax returns.

As a First Vice President and Investment Advisor at CIBC Wood Gundy, Mark specializes in providing innovative investment solutions to senior executives, professionals and affluent investors. Mark's credentials and experience place him among the top tier of the financial services industry in Canada.

As an active member in the Institute of Chartered Accountants of Ontario, Mark has been elected to Vice President and Director of the Etobicoke Chartered Accountants' Association in Toronto.  He has also been elected to Vice President and Director of the York District CA Association and Director of the Canadian Chinese CA Association. 

Mark is an active participant in the community and in various fundraising events for hospitals and charities in the GTA.  He has also served in the following organizations over the years:

Vice-President & Director, North York CA Association

Vice-President & Director, Scarborough CA Association

President, St. Agnes Catholic School PTA

Chairman, ShareLife, Blessed Trinity Catholic Church

Mark also speaks Mandarin and Cantonese and has a multi-national client base. In his leisure, he enjoys martial arts, yoga and golf.

Susan Lai, CIM, FCSI
Associate Portfolio Manager
susan.ky.lai@cibc.ca

Susan has over 15 years of experience in the financial services industry.  She is responsible for portfolio reviews, research, administrative support, business development, special events, client relations, insurance and estate planning, website design/access and all other marketing initiatives.  Susan also has a Level II Life and Disability Insurance License and is registered as an Associate Portfolio Manager.

Michelle Chan, CFP, CIM, FCSI, FMA
Associate Portfolio Manager
michelle.chan@cibc.ca

With over 17 years of investment industry experience, Michelle is well versed in the front and back office operations. Proactively advising clients in equity trading, options hedging, fixed income investments and monitoring mutual fund performance. Michelle consistently ensures the highest level of service for clients, and is the team expert in performance reporting and all other special requests from clients.  Michelle also has a Level II Life & Disability Insurance License and is registered as an Associate Portfolio Manager.

Nunzio Rucchetta, B.A., CLU

Nunzio has over 21 years of financial services experience. His team provides retirement and estate planning as well as risk management services to CIBC Wood Gundy's affluent clients. Nunzio's experience includes working with all major life insurance companies in Canada in both a sales role and a consultant role. He has the Chartered Life Underwriter designation as well as a degree in economics and finance.