Tanner Niven
Tanner joins us with over a decade of industry experience.
He helps his clients achieve their goals by providing effective wealth solutions and building comprehensive financial plans for them.
Tanner graduated from the University of Western Ontario.
When he’s not working, he enjoys golfing and spending time outdoors with his two dogs.
Patty Reid
Patty is a Registered Representative with 30 years of industry experience, including the last 28 years with CIBC Wood Gundy.
She graduated from Queen’s University with a Bachelor of Arts Honours. She was born in Niagara Falls and though she moved away to work in the financial sector she has finally been able to move back to the Niagara Region and reestablish her roots here.
Patty looks forward to speaking to you and assisting you with all your administrative needs.
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.
Jeremy Ma, CFA, FMA
Wealth strategist
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.
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.
Jeremy Ma, CFA, FMA
Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.
In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.