Peggy Pan, MBA, CIM®, PFP
Peggy graduated from Schulich School of Business with an MBA degree in 2008, and she holds a CIM® designation since 2018. She has a decade of experience in personal financial planning and wealth management. Before joining the financial industry, Peggy’s work was in engineering, business operations and analysis, and project management.
Peggy has been volunteering at nonprofit organizations since 2006. When she is not at work, Peggy enjoys art, music and education.
Investment philosophy
Peggy believes in a client-centric, research-driven approach to portfolio management, focusing on achieving sustainable growth while managing risk according to individual client objectives. Most of her clients are local professionals and business owners reaching retirement age.
As an Investment Advisor, Peggy partners with other CIBC experts to build comprehensive retirement and estate planning strategies to help clients meet their financial goals.
Peggy’s mandate is to define suitable strategic asset allocation, taking clients’ life stage and relationship dynamics into consideration, and to build and optimize investment portfolios.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.)
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.
Benjamin Tal
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.
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.
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.)