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 twenty years of experience, Craig is dedicated to helping families and business owners build financial plans that stand the test of time. He understands that every client’s situation is unique, and he approaches each relationship as a true partnership that is collaborative, straightforward, and focused on lasting results.
Craig’s guidance is practical and responsive and he’s just a phone call away when life throws a curveball. He’s proactive in addressing both short-term needs and long-term ambitions. From simplifying the transfer of wealth to the next generation to supporting philanthropic endeavours, Craig’s goal is to remove complexity and provide confidence.
Family is at the heart of Craig’s approach. Married for over 25 years and a proud father of two, he values time spent golfing, fishing, and enjoying cottage life with loved ones.
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 twenty years of experience, Craig is dedicated to helping families and business owners build financial plans that stand the test of time. He understands that every client’s situation is unique, and he approaches each relationship as a true partnership that is collaborative, straightforward, and focused on lasting results.
Craig’s guidance is practical and responsive and he’s just a phone call away when life throws a curveball. He’s proactive in addressing both short-term needs and long-term ambitions. From simplifying the transfer of wealth to the next generation to supporting philanthropic endeavours, Craig’s goal is to remove complexity and provide confidence.
Family is at the heart of Craig’s approach. Married for over 25 years and a proud father of two, he values time spent golfing, fishing, and enjoying cottage life with loved ones.
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.
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.