Lorne Cohn, LLB, MBA
Tel:
(416) 369-7707Email:
lorne.cohn@cibc.caLorne has over 30 years' experience working with individuals, businesses, families and endowments. He believes managing wealth requires combining a close, personal relationship built on trust, along with the high level of expertise in investing, taxes and Estate Planning that comes from holding a Law Degree and an MBA in Finance. He also believes in the value of philanthropy and community. Lorne is involved with various charitable organizations including work on the Boards and Finance Committees of RHA, and the Reena Foundation and has been actively involved with UJA for over 35 years. Married with three children, Lorne enjoys spending time with his family traveling or at their cottage.
Lorne Cohn, LLB, MBA
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Lorne has over 30 years' experience working with individuals, businesses, families and endowments. He believes managing wealth requires combining a close, personal relationship built on trust, along with the high level of expertise in investing, taxes and Estate Planning that comes from holding a Law Degree and an MBA in Finance. He also believes in the value of philanthropy and community. Lorne is involved with various charitable organizations including work on the Boards and Finance Committees of RHA, and the Reena Foundation and has been actively involved with UJA for over 35 years. Married with three children, Lorne enjoys spending time with his family traveling or at their cottage.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Lorna Low, CPA, CA, TEP
Lorna is a Chartered Accountant (CPA, CA) and Trust and Estate Practitioner (TEP) and has completed the CICA in-depth tax course. She has over 30 years’ experience as a tax specialist working exclusively with high/ultra-high net worth individuals. Lorna has a wide range of practical experience, having worked as a Tax Manager at a big 4 accounting firm, and as a Regional Tax Manager in Private Wealth Management at Canada’s largest financial institutions. Drawing on her experience, Lorna develops tailored tax and wealth strategies and solutions for high net-worth clients, estate and post mortem tax planning for Estate Executors/Trustees.
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.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Lorna Low, CPA, CA, TEP
Wealth strategist
Lorna is a Chartered Accountant (CPA, CA) and Trust and Estate Practitioner (TEP) and has completed the CICA in-depth tax course. She has over 30 years’ experience as a tax specialist working exclusively with high/ultra-high net worth individuals. Lorna has a wide range of practical experience, having worked as a Tax Manager at a big 4 accounting firm, and as a Regional Tax Manager in Private Wealth Management at Canada’s largest financial institutions. Drawing on her experience, Lorna develops tailored tax and wealth strategies and solutions for high net-worth clients, estate and post mortem tax planning for Estate Executors/Trustees.