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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Alex Bandjak

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About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

Alex Bandjak, CIM®, CFP®

Investment Advisor

(780) 970-5380
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Alex.Bandjak@cibc.com
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LinkedIn
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Alex is driven to help motivated, like-minded families overcome complexity, live financial lives on their terms and create meaningful legacies by determining suitable investments that align with their life’s goals.

A passionate 15 year veteran of the financial industry, Alex has been with CIBC Wood Gundy since 2015.  He is a first-generation graduate of International Bachelor of Business Administration (iBBA), class of 2004, from Schulich School of Business at York University.

He also holds designations of Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) and believes in continuously increasing his skillset to be able to serve his clients better. Growing up in a “small business family”, Alex has witnessed the value of proper planning from a young age and strives to implement those lessons in his practice and with his clients.

Alex is an aspiring chef, avid basketball and tennis player, and extreme-amateur-but-not-giving-up golf enthusiast. Lessons learned from his interests have become an integral part of his professional and personal life - and these are values that he hopes to pass on to his kids, Pavle, Katarina and Sofia.

 

From cooking: Preparation is key to success, as well as proper technique and quality ingredients. There is always room to improve (just ask his wife).

From basketball: Teamwork is important. Offense wins games – defense wins championships. Notable outcomes result from our ability to adapt to current circumstances.

From tennis: Mental discipline is as important as physical discipline. Remarkable results come in small increments over a period of time.

He is still waiting for these lessons to reflect in his golf score.

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist
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John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Ryan Romanko, CFP, CLU

Estate Planning Specialist
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Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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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.

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist

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John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

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Ryan Romanko, CFP, CLU

Estate Planning Specialist

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Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.