Lillie Gao 高蕾, PFP
Investment Advisor
Lillie Gao (高蕾) has been in an senior advisory and planning role within CIBC in the financial services industry for over 15 years. Lillie’s main mandate is to develop effective, client objective based financial planning and advice through the use of customized investment solutions. Lillie’s functional usage of CIBC Private Wealth resources has allowed her to continue to yield an unparalleled focus on facilitating clients financial ambitions into reality. Lillie affirms the client advisor relationship with a foremost dedication to trust, integrity and accountability to aid clients with their overall financial purpose.
Lillie Gao 高蕾, PFP
Lillie Gao (高蕾) has been in an senior advisory and planning role within CIBC in the financial services industry for over 15 years. Lillie’s main mandate is to develop effective, client objective based financial planning and advice through the use of customized investment solutions. Lillie’s functional usage of CIBC Private Wealth resources has allowed her to continue to yield an unparalleled focus on facilitating clients financial ambitions into reality. Lillie affirms the client advisor relationship with a foremost dedication to trust, integrity and accountability to aid clients with their overall financial purpose.
Tony Fu 付晗宇, PFP, CIM
Tony Fu (付晗宇) has spent the last 5 years developing and structuring complex but practical financial plans for clients within CIBC. Tony continues to focus on catering to affluent individuals and families through the development and ratification of sound financial plans as clients navigate the modern day financial issues such as retirement planning, tax planning, inter generational wealth development and estate planning on top of exceptional customer service experience. Tony currently holds the dual professional designations of Chartered Investment Manager CIM and Personal Financial Planner PFP.
In his spare time, Tony loves to watch and play hockey, and has a penchant to explore and taste new culinary cuisines from different cultures around the world.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Manjit Dhir, BA, CFP, CLU, CHS
Estate Planning Specialist
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Adeeba Shaikh, B.Comm., CFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist, Adeeba is part of CIBC’s Wealth Planning Group and supports Wood Gundy Investment Advisors in delivering comprehensive and holistic financial planning solutions to their valued clients.
Adeeba’s focus is to provide advice around complex financial planning issues such as retirement planning, tax planning, cash management, estate planning, business succession and business transition planning.
Adeeba entered the financial services industry in 2016 and holds a Bachelor of Commerce degree from the University of Mumbai. She is an accredited professional with the Certified Financial Planner CFP® and Chartered Investment Manager CIM®, designations.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Manjit Dhir, BA, CFP, CLU, CHS
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Adeeba Shaikh, B.Comm., CFP, CIM
As a Financial Planning Specialist, Adeeba is part of CIBC’s Wealth Planning Group and supports Wood Gundy Investment Advisors in delivering comprehensive and holistic financial planning solutions to their valued clients.
Adeeba’s focus is to provide advice around complex financial planning issues such as retirement planning, tax planning, cash management, estate planning, business succession and business transition planning.
Adeeba entered the financial services industry in 2016 and holds a Bachelor of Commerce degree from the University of Mumbai. She is an accredited professional with the Certified Financial Planner CFP® and Chartered Investment Manager CIM®, designations.