Meet The Team
Ted Velikonja
First Vice-President, Portfolio Manager
Ted.Velikonja@cibc.ca(519) 640-7707
Ted Velikonja has been providing investment advisory services with CIBC Wood Gundy and its predecessor firms to high-net worth families for over 26 years. He combines his conservative, value-oriented investment style with a strong commitment to personal service. Mr. Velikonja builds strong client relationships based on trust which allows clients to comfortably delegate the investment decision making responsibility to him. He is married with 3 children and is a passionate cyclist.
William Brown
Associate Investment Advisor
williamj.brown@cibc.ca(519) 640-7709
Bill is a graduate of Fanshawe College with a Financial Planning Services degree (President's Honor Roll). Bill is fully licensed as a Certified Financial Planner (CFP) and holds his Life Insurance license. He regularly meets with our clients to conduct portfolio reviews, and provides retirement and income projections for clients upon request. Bill is married and has one son.
Debbie Bear
Sales Assistant
debbie.bear@cibc.ca(519) 640-7628
Debbie comes to the Velikonja Team with an extensive background in the accounting field. She is the first person you speak to when you call in to the Velikonja Investment Group and she looks after all the administrative needs of clients. With her strong commitment to client service she is a welcome addition to the team. Debbie is married and has two sons. She enjoys gardening and being a ‘hockey mom'.
Jon Lavers
Investment Advisor Assistant
Jon.Lavers@cibc.com(519) 660-3756
Jon joins the Velikonja Investment Group after compiling 5 years of financial experience in the retail and brokerage sectors of the industry. Jon is a qualified Investment Representative and is a fully licensed Retail Options Representative. However, his major focus is to oversee all business development and marketing on behalf of the Velikonja Investment Group. While Jon enjoys playing baseball, hockey, and squash; his real passion is displaying his culinary expertise for his close friends and family.
Kevin Yoshida
Investment Advisor Assistant
kevin.yoshida@cibc.ca(519) 640-7708
Kevin YosHida is a graduate of Western University with a B.A. in Mathematics and over 20 years of Information Technology experience. Kevin oversees all internal systems and client service to ensure your experience with the Velikonja Investment Group lives up to your expectations. Kevin is married and has a passion for both running and golf.
Nev Hutchinson, B.Comm.
Investment Advisor Assistant
nev.hutchinson@cibc.ca(519) 640-7748
Nev is a graduate of Dalhousie University with a Bachelor of Commerce degree in Finance. Nev is currently pursuing the Chartered Financial Analyst (CFA) designation and has passed the Level 1 and Level 2 exams. He assists in the investment research process and is responsible for trading execution as well as cash management for all clients. Nev enjoys spending his spare time playing hockey, golf and tennis.
