Our partners
We partner with CIBC experts to help address all of your wealth needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Francesco Laudadio, RRC
Wealth Strategist
Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.
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.
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Francesco Laudadio, RRC
Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
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.
Katie Lazier, LLB
Wealth strategist
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Katie Lazier, LLB
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.