Gordon Wong, CFA, CFP®, RRC
Senior Wealth Advisor
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
Senior Wealth Advisor
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeremy Ma, CFP, CFA, FMA
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
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.
Jeremy Ma, CFP, CFA, FMA
Wealth strategist
Jeremy uses his knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, he takes an in-depth approach to understanding our clients’ unique situation and provides comprehensive financial planning advice and recommendations on retirement planning, succession planning, tax efficiency as well as estate and trust planning. Jeremy has over 15 years of experience in the financial service industry, including various positions in investment management, insurance advisory, financial planning and banking.
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.