Skip to main content

supplied

Ted Velikonja, Senior Portfolio Manager

Velikonja Financial, CIBC Wood Gundy

255 Queens Avenue, London, Ontario N6A 5R8

Team Assets (Custodied)

$603-million

Typical Size of Household Accounts

$350,000 -
$135-million

Minimum Account Size for New Business

$250,000

Typical Net-Worth of Relationships

$1-million -
$200-million

Ted Velikonja has built Velikonja Financial into one of CIBC Wood Gundy’s top private wealth management advisory practices. He and his team provide holistic family office services, delivering global active investment strategies and custom solutions to clients.

He has been providing investment advisory services to affluent families, foundations, and corporations for over 30 years. Ted is driven by an unwavering commitment to building lasting client relationships. His focus is on helping his clients accumulate, preserve and manage wealth.

Ted graduated from King’s University College at Western University. He is a strong believer in giving back to the community, and is an advocate for research and innovation in the health care sector. Ted generously supports the London Health Sciences Foundation, and sponsors many other local charities, including the Parkinson Society Southwestern Ontario.

Outside of work, Ted is a passionate cyclist. He resides in London with his wife, Carolynn. They enjoy a very close relationship with their three adult children.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.