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Muzammil Dandia

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Achieving financial prosperity is no easy feat. But with the right investment strategy, holistic advice, and personalized service, Muzammil Dandia (Muz) believes anyone can do it.

Muz is an award-winning Senior Wealth Advisor with over 20 years of experience developing meaningful investment strategies for his clients.  For three consecutive years, Muz was a Merit award winner for customer satisfaction and has obtained private wealth recognition as one of the top 50 planners in the country.  With the knowledge of multiple market cycles in his back pocket, Muz focuses on long-term planning to help clients reach their personal and financial goals. For Muz, helping people build and retain their wealth is a passion and he believes personal attention and unbiased product selection is the key to success.

Those looking for expert, comprehensive advice can find comfort in Muz’s holistic approach. Understanding that investments are only one part of the equation, Muz gives clients fulsome guidance about tax, estate and other mandates that make up their financial picture.

Muz is more than just an investment advisor, he’s a partner in every client’s financial journey. He’s committed to understanding what’s most important to his clients and finding personalized ways to make their money work in achieving their goals.

 

Call for a free consultation 403-260-0409

Muzammil Dandia, CFP

Senior Wealth Advisor

(403) 260-0409
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Muzammil.Dandia@cibc.com
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A CFP Charter Holder, Muz joins us after 20 years with a competitor in which he has built a loyal client base by focusing on sound Investment, Tax and Retirement Planning. His approach which can best be described as listen first, then listen again, to ensure the right decisions are made for clients. When not helping his clients he is fan of most sports, but particularly Hockey.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nicola Klaver

Nicola Klaver, CFP

Financial Planning Specialist

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Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.

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Ryan Romanko, CFP, CLU

Estate Planning Specialist

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Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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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.

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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.