Avin Mehra, M.Sc., LLB, CIM, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Avin has over 47 years of experience in the financial services sector and has been trading options since he learned them in London, England in 1981. After obtaining his Master of Science and Bachelor of Law degrees from Delhi University, India, he gained valuable experience in the financial services sector in mid-level and senior positions with Indian and overseas banks in five different countries.
Avin is currently Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, with a successful Wealth Management Practice, providing clients with comprehensive investment solutions. His team is committed to helping clients obtain positive portfolio returns predominately by employing extensive use of covered-call writing and writing cash covered put options. These unique option strategies generate additional income while providing partial downside protection. The team actively invests in top blue chip stocks, ETFs and indices trading on North American exchanges and uses fundamental and technical analysis, and independent research to design diversified investment portfolios customized for each client.
Avin regularly presents seminars addressing diverse topics including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, Avin manages fee-based accounts on a discretionary basis. Avin has been on the Montreal Exchange expert panel with focus on educating Portfolio Managers and Retail Investors on optimizing on option tools.
Ankit Mehra, CFA
Associate Portfolio Manager
As a CFA Charterholder, Ankit assists his team with stock selection, portfolio rebalancing, team branding and option trading. He can be counted on to respond quickly and thoroughly to day-to-day requests and consistently provides exceptional, personalized and timely service for clients. Ankit is enrolled in the accelerated MBA program (part-time) at the Schulich School of Business. He is a member of the CFA Society of Toronto.
Ankit completed Bachelor of Business Administration from the Schulich School of Business, York University, specializing in both Finance and Economics. He was actively involved as an Ambassador for the Montreal Exchange, with the objective of educating undergraduate, graduate and post graduate level students on derivative education. He spent his final semester abroad on exchange at the University of St. Gallen in Switzerland to develop insights on the Swiss economic climate and analyze how local SMEs can expand operations to growing economies like India and China. Ankit has been working with the Mehra Wealth Management team since 2012.
Avin Mehra, M.Sc., LLB, CIM, FCSI
Avin has over 47 years of experience in the financial services sector and has been trading options since he learned them in London, England in 1981. After obtaining his Master of Science and Bachelor of Law degrees from Delhi University, India, he gained valuable experience in the financial services sector in mid-level and senior positions with Indian and overseas banks in five different countries.
Avin is currently Senior Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, with a successful Wealth Management Practice, providing clients with comprehensive investment solutions. His team is committed to helping clients obtain positive portfolio returns predominately by employing extensive use of covered-call writing and writing cash covered put options. These unique option strategies generate additional income while providing partial downside protection. The team actively invests in top blue chip stocks, ETFs and indices trading on North American exchanges and uses fundamental and technical analysis, and independent research to design diversified investment portfolios customized for each client.
Avin regularly presents seminars addressing diverse topics including investments, financial planning, retirement, wills and estate planning, and tax-efficient strategies. As a Portfolio Manager, Avin manages fee-based accounts on a discretionary basis. Avin has been on the Montreal Exchange expert panel with focus on educating Portfolio Managers and Retail Investors on optimizing on option tools.
Ankit Mehra, CFA
As a CFA Charterholder, Ankit assists his team with stock selection, portfolio rebalancing, team branding and option trading. He can be counted on to respond quickly and thoroughly to day-to-day requests and consistently provides exceptional, personalized and timely service for clients. Ankit is enrolled in the accelerated MBA program (part-time) at the Schulich School of Business. He is a member of the CFA Society of Toronto.
Ankit completed Bachelor of Business Administration from the Schulich School of Business, York University, specializing in both Finance and Economics. He was actively involved as an Ambassador for the Montreal Exchange, with the objective of educating undergraduate, graduate and post graduate level students on derivative education. He spent his final semester abroad on exchange at the University of St. Gallen in Switzerland to develop insights on the Swiss economic climate and analyze how local SMEs can expand operations to growing economies like India and China. Ankit has been working with the Mehra Wealth Management team since 2012.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 15 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
With over 15 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.