Taylor Moote, CFP®, BA (Hons) Economics, CFA
Taylor has been in the financial services industry since 2011 helping clients build and grow their wealth. He earned his BA in Economics from Wilfrid Laurier University and holds the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® (CFA) designations.
Taylor believes there is no better investment than the time spent getting to know his clients. By understanding their personal and financial goals, he is able to create a holistic wealth management plan that incorporates all aspects of their life and puts their wealth to work for their family.
When Taylor is not working with his clients, you will find him enjoying the outdoors with his wife, Stephanie, and their 2 dogs, Nala and Milo.
Lisa Ronan
Lisa joined CIBC Wood Gundy in 1987 and has been with the company for over 30 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service. Lisa is a CIRO Registered Representative and holds credentials from the Canadian Securities Institute, including the Personal Financial Planner (PFP) and Wealth Management Essential (WME) designations.
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.
David A. Murphy
Mortgage Advisor
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
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.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
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 A. Murphy
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
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.
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.