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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Jingmin (Jason) Jia

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About us

Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (647) 990-7779
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Geoffrey So

Geoffrey So, CFP, FMA, FCSI

Financial Planning Specialist

Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998. 

Anne-Marie Isaacson

Anne-Marie Isaacson, CLU, CHS

Senior Estate Planning Specialist

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Geoffrey So

Geoffrey So, CFP, FMA, FCSI

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998. 

Anne-Marie Isaacson

Anne-Marie Isaacson, CLU, CHS

Senior Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Geoffrey So

Geoffrey So, CFP, FMA, FCSI

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998. 

Anne-Marie Isaacson

Anne-Marie Isaacson, CLU, CHS

Senior Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.

Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.

Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.