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11 Mar 2024

CIBC Wood Gundy: The Team That Supports Your Financial Success

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan and his team make high-net-worth money management stress-free. A comfortable future begins with financial security. Sugi Kumaresan and his team at CIBC Wood Gundy possess several decades of financial experience and are...
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Advertorial
22 Nov 2023

CIBC: Fee-based Advice

Keep it simple! One all-inclusive fee will enable your investment advisor to work for you. What is fee-based advice? A fee-based advisor works with you to create, implement and manage a customized investment portfolio while adjusting it to the changing...
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Advertorial
13 Sep 2023

CIBC Private Wealth: Customized Income Solution

An alternative strategy to private mortgages and traditional income investments. Together, Sugi and his team are dedicated to providing clients with easy-to- follow advice that is actionable. What is a structured income note? A structured income note is a goal-based...
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Advertorial
12 Jul 2023

Mark Roccatani & Sugi Kumaresan: How Our Partnership Can Serve You

As a team, we provide personalized services aimed at helping to preserve and enhance multigenerational wealth through bespoke lending plans. Q&A with Sugi and Mark Who are we? As part of CIBC Private Wealth, Mark Roccatani, Region Head of CIBC...
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Advertorial
08 Mar 2023

Steven Carinci: Investing with integrity

The senior wealth advisor discusses why there’s never been a better time to diversify your financial portfolio. With over 25 years of experience helping clients manage and grow their wealth, Steven Carinci is someone who goes beyond money to create...
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Advertorial
28 Nov 2022

Sugi Kumaresan: Making Your Money Work With You

CIBC Wood Gundy Senior Wealth Advisor Sugi Kumaresan opens up about investing, travelling to clients and rethinking perceptions when it comes to wealth management. Sugi Kumaresan’s journey into the world of finance has been interesting, to say the least. Originally...
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