There’s no question that a little bit of wisdom is needed to safeguard your well-earned assets. With over 75 years of combined investment experience, the team at SAGE Investment Partners have a lot of working knowledge to be well equipped to deal with any type of market environment and your growing financial needs.
Craig McElroy
Senior Wealth Advisor
With over 20 years in the financial services industry, Craig understands that current and future retirees are counting on him to provide consistent returns and stable income solutions without taking on a lot of risk. Having a deep understanding of pension-style asset management allows him to use asset allocation strategies to create financial well being in any market environment.
Craig’s wife and family spend most of their weekends traveling to and from hockey arenas and baseball diamonds, hiking on the Bruce Trail with their dogs and enjoying the clear waters of Georgian Bay up at their cottage.
Michelle Stasiuk
Client Associate
Michelle comes to the Team with 25+ years of investment experience, most of her time spent with CIBC. Her experience ranges from front-line client service to management expertise. Michelle has a clear understanding of both the investment and banking industry and takes pride in building meaningful relationships with clients.
Michelle grew up in Oakville and calls Burlington home with her husband and two children.
Craig McElroy
With over 20 years in the financial services industry, Craig understands that current and future retirees are counting on him to provide consistent returns and stable income solutions without taking on a lot of risk. Having a deep understanding of pension-style asset management allows him to use asset allocation strategies to create financial well being in any market environment.
Craig’s wife and family spend most of their weekends traveling to and from hockey arenas and baseball diamonds, hiking on the Bruce Trail with their dogs and enjoying the clear waters of Georgian Bay up at their cottage.
Michelle Stasiuk
Michelle comes to the Team with 25+ years of investment experience, most of her time spent with CIBC. Her experience ranges from front-line client service to management expertise. Michelle has a clear understanding of both the investment and banking industry and takes pride in building meaningful relationships with clients.
Michelle grew up in Oakville and calls Burlington home with her husband and two children.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Yazmeen Moroz, PFP
Senior Private Banking advisor
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
Manuel Rebelo, CPCA, TEP
Director, Trust and Estate
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Yazmeen Moroz, PFP
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
Manuel Rebelo, CPCA, TEP
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.