Vice-President, Investment Advisor
Toll Free: (800) 367-5849
Fax: (905) 839-5290
Our Unique Value Proposition
Our team specializes in assisting affluent families with all aspects of their investment and financial plans through a disciplined, focused process. Our practice is driven by our passion for our profession and our commitment to the people we help.
Our Team Approach
To effectively address all facets of the financial planning process, we employ a unique team concept. We provide the most efficient and beneficial solutions for all your financial needs while continually striving to achieve unsurpassed client satisfaction.
With each team member's specific strengths and expertise properly utilized, we are able to implement a comprehensive strategy based on all your personal and business goals.
Michael Ramsden, CIM, Vice-President, Investment Advisor
Michael has been in the financial services industry for over 30 years and brings a wealth of experience and expertise to our financial advisory team. Since joining the industry he has built a very successful practice based on a conservative approach to investing and a close relationship with his clients focused on providing them with superior service.
John DiGiacomo, Financial Associate
John is an integral part of our team. John has over 18 years of industry experience and is available to assist you in the administrative functions of managing your investment accounts.
Geoffrey So, CFP, FMA, FCSI, Financial Planning Specialist
Biography and Expertise
Geoffrey So is a Financial Planning Specialist at CIBC Wood Gundy, providing financial planning services to the York Region branch.
Geoffrey has been in the financial services industry for 22 years, and specialized in financial planning for 14 years. Geoffrey believes in a holistic and comprehensive approach to financial planning. Geoffrey has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
Geoffrey holds the Certified Financial Planner (CFP) designation, and has obtained the Financial Management Advisor (FMA), as well as the Fellow of the Canadian Securities Institute (FCSI) designations.
How Geoffrey Can Help You
In Geoffrey's current role as a Financial Planning Specialist, he uses his excellent relationship Management skills, extensive financial planning experience and time-proven wisdom to provide professional financial planning services at CIBC Wood Gundy.
As a Financial Planning Specialist, Geoffrey has the ability to work with you and your Investment Advisor to help develop a comprehensive financial plan that can help you achieve your financial objectives.
If you are interested in learning more about Geoffrey and the financial planning services available at CIBC Wood Gundy, please contact your CIBC Wood Gundy Investment Advisor.
Nunzio Rucchetta, Vice President, Estate Planning Specialist
Nunzio joined CIBC Wood Gundy in 2004 as Estate Planning Specialist bringing over 20 years of experience to the position. Nunzio has represented several major insurers and other leading financial institutions over the years in both an advisory capacity and as a senior consultant to other industry advisors.