OUR DIVERSE TEAM
We believe that we have an extremely strong team due to our tenure and diverse backgrounds.
Our team is led by Nick Steele and Dave Tossios acting as the principle partners. Debbie Mahar and Betty Lam are very important, seasoned partners in supporting Nick and Dave. Michael Peros is a new member to the team that we will be mentoring and adding to the website in the near future.
CFP, Investment Advisor
Since 2003, Nick Steele has been working with Canadian investors in the financial services industry. He was on the high net worth and option specialty trading desk at a discount brokerage firm before joining CIBC Wood Gundy.
As an Investment Advisor at CIBC Wood Gundy with a Certified Financial Planner designation, he specializes in advising small and medium-sized Canadian business owners taking a holistic approach to wealth management. Over the years, Nick has developed a network of specialists that cater to medical professionals. His network has extensive experience with each medical college ranging from dentists and orthodontists, to naturopaths and physicians.
CIMA, Vice-President, Investment Advisor
Dave has been in the financial services industry since 1998 and is a firm believer in building long-term relationships with clients and their families. In 2004, he attained the prestigious Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania.
CIMA-certified professionals apply investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. As your advisor, Dave will coordinate the financial planning process for you.
Investment Advisor Assistant
Debbie started in the financial services industry in 1990 after having graduated from York University with a Bachelor of Arts degree. Debbie is an integral part of The CWM Investment Group with over 20 years of industry experience. She has a wealth of knowledge and experience in all administrative duties and she will always strive to provide exceptional service and care for all of our clients' financial needs. Our clients have peace of mind knowing they are looked after by a dedicated and experienced professional.
Toll Free: 1-800-668-3800
Investment Advisor Assistant
Betty started her career in the financial services industry in 1988. She is an expert in all administrative duties as well as the day-to-day operations of the team.
Betty ensures that our clients receive the best possible service and is qualified to execute any client request. She will book appointments and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query.
Estate Planning Specialist, CLU, CH F.C., CFP, TEP, RHU
Abe began his financial career as an accountant, and in 1985 decided to change the focus of his career to become a financial planner. He has also garnered valuable experience as Director of National Accounts and Regional Marketing Manager at two different insurance companies. Abe brings a wealth of experience and knowledge to his clients, earning the following designations over the years:
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (Ch.F.C.)
• Certified Financial Planner (CFP)
• Member Society of Trust and Estate Practitioners (TEP)
• Registered Health Underwriter (RHU)