Prateek Ahuja, CIM®
Prateek Ahuja has a bachelor's degree in Commerce from the University of Guelph, specializing in management, economics, and finance. He is also a graduate of the Business Finance program from Fanshawe College, started his career with CIBC in 2016, and earned his Chartered Investment Manager(C.I.M®) designation in September 2021. With over a decade of financial industry experience, Prateek is passionate about investment management and works with clients on advanced planning strategies to help them achieve their goals.
Prateek determines financial priorities and develops an individual roadmap while choosing the appropriate financial solutions to help get them there. He is an experienced professional who is passionate about serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more towards their financial goals. He has experience in working with sophisticated high net worth investors, affluent professionals/businesses in transition and families with generational wealth.
Alex Heber
Julie Goodie
Jeffrey Klompus, CFP®, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Jamie Golombek
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.
Jordan Crampton, CFP®, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.