Gordon Wong, CFA, CFP®, RRC
Gordon holds a Bachelor of Business Administration and is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), and a Registered Retirement Consultant (RRC).
He has a passion for skiing, playing tennis, travelling, and trying new cuisines with his family.
Irfhan Jiwani, CFA
Irfhan holds a Bachelor of Business Administration and is a Chartered Financial Analyst (CFA).
He loves spending time with his family and his dog, along with exploring new destinations and playing golf.
Jane Fung
Ryan Chew
Li Xun
Jessy Xu
Cathy Chu
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lana Catalano, MBA, CFP, CIM, RRC
Financial Planning Specialist
Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
Lana Catalano, MBA, CFP, CIM, RRC
Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.