Sharon Irving Kubicek
Senior Portfolio Manager
As founder of the Kubicek Carli Wealth Management Group, Sharon builds deep, long-standing relationships with families, helping them reach and exceed their financial goals. Based in Toronto’s financial core, Sharon and her group provide smart, informed and customized portfolio management along with complete wealth planning services for their affluent clientele.
Since joining Nesbitt Thomson in 1980, Sharon has offered comprehensive wealth management advice, informed choices and unsurpassed service. She has maintained relationships with many clients for 40+ years and fostered trust by placing clients’ interests first. Through her conservative approach to portfolio management that has proven resilient through all market conditions, Sharon has helped people grow their wealth and provide for a secure retirement. In addition, she brings competent, compassionate solutions in complex situations.
From the very outset of her career, Sharon adopted long-term portfolio management as the most effective path to wealth generation. She was one of the first to receive the Certified International Wealth Manager (CIWM) designation in 2008. Sharon holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. Sharon embraces BMO Private Wealth’s full suite of wealth planning services, including credit and banking solutions, insurance strategies, estate planning and trust services, tax planning, and business financial services.
To support her community, Sharon has served as Board member and Treasurer for St. Margaret’s Towers, a not-for-profit offering rent-geared-to-income housing, since 2011 and has also long been a United Way donor. Sharon starts each day with a jog through her Rosedale neighbourhood and has hiked and biked across many parts of the world. Prior to becoming an Investment Advisor, Sharon had the honour of serving in the office of Prime Minister Pierre Trudeau. She continues to be an enthusiastic political supporter and volunteer and takes an active role during election campaigns canvassing voters in her riding.
Alisa Carli, B.Comm., CFA®
Senior Portfolio Manager
As the co-leader of Kubicek Carli Wealth Management Group, Alisa Carli offers smart, informed, bespoke discretionary portfolio management and financial, insurance, tax, estate and philanthropic planning.
Alisa has helped clients shoulder many difficult challenges and become comfortable with their money. She stays one step ahead of what’s needed and provides clarity to help people feel secure. For 33 years, Alisa has begun every relationship by understanding clients’ needs and expectations for the short and long term, then she creates customized wealth plans and cash-flow management strategies, guiding people on tax-efficient ways to withdraw funds. She is proud to advise four generations of some families. Her clients include women who have lost a partner or want to control their own finances and retirees who need cash management and help transitioning from work to retirement.
Alisa’s career began with Nesbitt Thomson, the predecessor firm to BMO Nesbitt Burns, in 1990. In addition to holding the Chartered Financial Analyst (CFA®) designation and Life Insurance license, Alisa holds a Bachelor of Commerce degree from St. Michael’s College at the University of Toronto.
A native Torontonian fluent in Italian, Alisa stays connected to her heritage by participating in cultural community events. Alisa resides in the eclectic Wychwood Barns neighbourhood of downtown Toronto. When she’s not travelling to build on her amateur gourmand and oenophile interests, you will find Alisa on the courts at the Wychwood Tennis Club, where she serves on the Board of Directors as Treasurer.
Zahid Chaudhery, CIM®, PFP®
Zahid began his financial services industry career in 1994 on the Toronto Stock Exchange trading floor and enjoyed 18 years working in Capital Markets as a successful Registered Trader for a US based investment dealer. He made the transition to the Wealth Management arena when he joined BMO Nesbitt Burns in 2017 and the Kubicek Carli Wealth Management Group in 2019.
His experience on a daily basis presiding over the up, down and sideways nature of equity markets gives him great insight and knowledge understanding and managing investor behaviour and the importance of taking a long term and conservative approach to investing.
Zahid graduated with a BA History from Western University and holds the Chartered Investment Manager CIM® and Personal Financial Planner PFP® designations.
Senior Client Service Associate
Christine began her financial services career with TD Bank in 1981, where she rose through the ranks to become a Manager, Customer Service. While at TD Bank, she won numerous Awards of Excellence for her commitment to client service and employee satisfaction.
In 2003, Christine moved over to the investment side of the financial industry, joining CIBC Wood Gundy; she has been with BMO Nesbitt Burns since 2006.
Christine’s financial and customer service experience allows her to provide quality, accurate, and timely administrative support for the Kubicek Carli Group. She is committed to delivering the high level of service their clients expect.
Christine enjoys travelling to tropical destinations, spending time with family and friends and is an avid sports fan.