Hello, my name is Jeremiah
May 19, 2022
My passion is to learn what matters to you and to help you achieve the results that align your needs, goals and risk tolerance.
Hello, my name is Jeremiah Ribasi, Investment Advisor with CIBC Wood Gundy, a division of CIBC Private Wealth
I was born and raised in Kenya and moved to Canada for university where I graduated with a business degree. Growing up, my parents emphasized the importance of discipline, empathy, patience and always doing the right thing, values that have served me well over the years and that I continue to practice to this day.
I began my financial services career right after university at the retail bank, where I gained experience and exposure to bank account management, credit cards, mortgages and investing through mutual funds.
I enjoyed working with diverse clients, providing them with the best financial solutions for their circumstances and being their advocate for financial literacy. During my time at the retail bank, I received numerous awards for excellent client service. I then transitioned into wealth management.
For over 8 years now, I have had the privilege of learning the wealth management business from the ground up, working across teams at two of Canada’s major IIROC dealer licensed firms. This has allowed me to enhance my knowledge, experience and investment philosophy while remaining committed to continual learning and always open to new ideas to serve clients.
I work with a select group of professionals, business owners and high net worth individuals seeking to grow and protect their wealth in a tax efficient way, by utilizing the numerous solutions at CIBC Private Wealth. In investing, diversification is an important aspect of your asset allocation and, to me, that is meaningful only to the extent in the solutions provided, and that’s where I come in.
My passion and desire is to learn what matters to you and to help you achieve the results that align your needs, goals and risk tolerance. A financial plan is the starting point and guiding principle for the allocation we choose. In addition, I collaborate and work with a team of experts at CIBC Private Wealth to create a comprehensive integrated plan that is unique to you.
My expertise include, discretionary and non-discretionary management where clients own stocks, bonds, preferred shares, GICs, structured notes etc. I specialize in Separately Managed Accounts(SMA}’s, which are private individual accounts previously accessible to institutional investors only. I also offer Individual Pension Plans for professionals e.g. physicians, lawyers, dentists, accountants and also suitable for incorporated business owners.
Are you a professional or business owner seeking a retirement savings plan through an Individual Pension Plan? Do you have an existing financial plan? Do you own mutual funds and are seeking transparency in fees and holdings in addition to tax efficiency of directly owning individual stocks in a portfolio? Do you value peace of mind in
knowing you’re not overpaying tax in your growth, preservation and income withdrawal stages? I can answers these questions and more, as I help you navigate through the complexities of wealth.
I look forward to connecting with you and share conversation as your point of contact for a simplified wealth strategy.
My contact information is below:
LinkedIn: Jeremiah Ribasi
Jeremiah Ribasi, B.Comm., PFP, CIM®, FCSI
Jeremiah joined CIBC Wood Gundy in 2017 and has 12 years of Canadian financial services experience in retail banking and wealth management. Jeremiah is dedicated to helping clients dealing with complex financial issues such as investment management, tax planning, business transition, insurance and estate planning. He holds himself accountable for high levels of client experience and follows a standardized and disciplined process allowing for convenience, flexibility and peace of mind.
Jeremiah specializes in creating and ongoing review of a comprehensive wealth strategy for business owners, professionals, executives and high net worth individuals/families seeking customized strategies unique to their individual circumstances and a balance in their life. His approach to investment management helps ensure client’s portfolios are well diversified and have exposure to a broad range of securities and investment styles with special attention to risk, fees and tax efficiency.
As needed, Jeremiah partners with a team of CIBC Private Wealth experts including Private Banker, Wealth Strategist, Financial Planning Specialist, Insurance & Estate Planning specialist. In collaboration, he seeks to understand where clients want to go and then integrates team’s best ideas and knowledge from all resources available at CIBC for informed guidance.
Jeremiah graduated from St Mary’s University, Halifax, NS with a Bachelor of Commerce and began his financial services career at the retail bank where his work ethic, empathetic and gracious approach to client relationships was quickly noted and trusted by clients, colleagues and leaders. As an IIROC registered Chartered Investment Manager(CIM) and Personal Financial Planner(PFP), Jeremiah has the right mix of education and experience. Jeremiah offers his clients a complimentary financial plan as a foundation to understanding their goals, risk and unique circumstances and helping select diversified and aligned advise solutions for a long term relationship. He holds the Fellow of Canadian Securities Institute(FCSI) designation, which is reserved for a group of experienced professionals who meet the highest standards for education, ethics and industry experience.
He has always engaged in continual learning as a way to better serve clients and has completed the CFP Education Program. He is also licensed to advise in insurance(LLQP Alberta) and advise and trade in Derivatives and Options.
Jeremiah is a firm believer of giving back to community and enjoys solving problems centered around education, equality and diversity. He is active in community programs notably Junior Achievement and Rotary Club International and has served as soccer Coach for the Edmonton Warriors F.C under-12 boys team and Edmonton Harambee FC in the EDSA league with great degree of successes.
His time away from work is spent with family and friends. He and wife Joeline were born and raised in Kenya and both are fluent in three languages. They have two young boys, Zayne & Leo who keep them busy in the community. In his spare time, he engages living a healthy lifestyle playing soccer(amateur league), gym, running (half & full marathon completed), reading and travelling.