Professional Experience

Jeremiah specializes in creating comprehensive wealth strategies for affluent individuals/families, professionals and business owners to deliver client focused and goal based customized solutions that help build, grow and protect wealth. He focuses on ensuring clients have a well-diversified portfolio that’s objective and transparent with exposure to a broad range of securities and investment styles with a special attention to risk, fees and tax efficiency.
                                   Education

Jeremiah is a Chartered Investment Manager(CIM), an industry standard for discretionary portfolio management and a Personal Financial Planner (PFP) with 13 years of investment and wealth management experience dedicated to building trusted
relationships through integrity, accountability and responsibility to client’s unique values and goals.

Dedicated to continual learning, Jeremiah has obtained 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. Jeremiah is also licensed to advise in insurance (LLQP) and registered to trade and advise in options & derivatives. He graduated from St. Mary’s University,
Halifax, Nova Scotia with a Bachelor of Commerce

Personal Information

Jeremiah is a firm believer in 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 at youth and adult levels to 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, gym, running , reading and traveling.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.