Jingmin (Jason) Jia
Jingmin (Jason) Jia delivers comprehensive financial strategies that bring clarity and confidence to complex wealth management decisions. With deep market insight and a disciplined, personalized approach, he crafts tailored solutions that help preserve and grow capital through every stage of a client’s financial journey.
Jason is a highly accredited financial professional, holding the CERTIFIED FINANCIAL PLANNER®, Personal Financial Planner (PFP®), and Chartered Investment Manager (CIM®) designations. He is also a Fellow of the Canadian Securities Institute (FCSI®), one of the highest honours in Canadian financial services.
He holds a Bachelor of Business Studies in Finance and a Postgraduate Diploma with Distinction from Massey University in New Zealand, where he received the Pearson Education First Prize for Investment Analysis.
Lex Creighton
Lex keeps our operations running seamlessly, bringing sharp business acumen and a high-caliber drive to every client interaction. From managing account logistics to refining daily workflows, she ensures our team delivers a tailored client experience so that Jason can stay focused on what matters most: growing and protecting your wealth.
Lex holds a Bachelor's degree in Communication Studies from Wilfrid Laurier University, and a Master's in Business Management from University of British Columbia's Sauder School of Business. Her blend of strategic insight and warm, clear communication makes her a central pillar of our team and a primary, trusted resource for our clients.
Nos partenaires
Nous travaillons en partenariat avec des experts de la Banque CIBC pour vous aider à répondre à tous vos besoins en matière de patrimoine.
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, 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.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Tolou Mahani, JD, LL.M., TEP
Senior Trust and Estate Consultant
CIBC Trust Corporation
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Tolou is fluent in English and Farsi.
Jamie Golombek, CPA, CA, CFP, TEP, FCPA
Spécialiste de la planification successorale
À titre de fiscaliste de la Banque CIBC, M. Golombek appuie les conseillers en placement CIBC Wood Gundy dans la prestation de services intégrés de planification des placements et de solutions-conseils à nos clients à valeur nette élevée. M. Golombek est fréquemment mentionné dans les médias canadiens et il rédige une chronique hebdomadaire intitulée Tax Expert pour le journal National Post.
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, CFP, FMA, FCSI
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, CLU, CHS
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.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Tolou Mahani, JD, LL.M., TEP
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Tolou is fluent in English and Farsi.
Jamie Golombek, CPA, CA, CFP, TEP, FCPA
À titre de fiscaliste de la Banque CIBC, M. Golombek appuie les conseillers en placement CIBC Wood Gundy dans la prestation de services intégrés de planification des placements et de solutions-conseils à nos clients à valeur nette élevée. M. Golombek est fréquemment mentionné dans les médias canadiens et il rédige une chronique hebdomadaire intitulée Tax Expert pour le journal National Post.
Sid Mokhtari, CMT
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.