Michael is the lead visionary and strategist for clients and their families. He inspires clients to connect their money to the multiple destinations they want, including:

• Living comfortably now and in retirement without fear of outliving their wealth
• Providing legacies to family members and charities that matter to them
• Exploring investments off the beaten track

Once the client’s path is defined, Michael also supports clients to stay the course, and not give up when the journey becomes tough or to stop moving when the path appears too easy.

Michael is a son of an entrepreneur and he brings the lessons learned from a family business to inspire better decisions for clients and for their investments. Michael is Chair of Invest in Research at Princess Margaret Hospital Cancer Centre.

As The Wilson Group's Financial Associate, Tal is responsible for portfolio operations, technology, and workflow management. His role is to strengthen the infrastructure of our practice, allowing our team to continue providing the personal attention and care our clients have come to expect.

Tal brings over 20 years of experience with CIBC, beginning his career at the York Mills branch before moving into progressively senior technology-related roles within Wealth Management. His broad background gives him a strong understanding of both the technical and personal side of client service.

Outside the office, Tal is passionate about technology, film, music, and history. He enjoys playing the piano, travelling, and spending time with friends and family.

Susan is our client service manager. She oversees the important details and documentation for clients and is the first call for day-to-day administration. Susan has an MBA in marketing from McMaster University and over 15 years of experience in marketing, research, consumer products and interior design.

She has the entrepreneurial spirit and ran her own interior decorating business, while serving on the board of the Toronto Chapter of the Canadian Decorators’ Association.

Stacy‘s role in the Wilson group is an Administrative Assistant. As a 30 year industry veteran, Stacy brings depth and experience to the team. In her spare time, she loves music, travel and baseball. Her great joy is to go for long walks with her husband Andrew and dog Dallas.

Stacy is a volunteer with Covenant House giving back to the community by helping to serve youth who are homeless, trafficked, or at risk.

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.

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.