David Potok
David completed his BA from the University of Toronto in 2000 and started his career as an Investment Advisor with a major Canadian bank in 2001.
David has been helping High Net Worth clients develop bespoke portfolios ever since and takes a holistic approach to Wealth Management.
Currently residing in Toronto with his, son and daughter, in his spare time, David enjoys playing chess, watching and playing baseball, basketball and football, collecting coins and spending time with his family.
Julian Vinizki
Julian is a graduate of the University of Western Ontario who brings a strong analytical foundation and a deep passion for investment research to the Potok Group.
With prior experience in investment research at a Canadian hedge fund, he approaches wealth management with institutional-grade rigor and a focus on long-term value creation. Having worked alongside a range of experienced Bay Street investors, he offers clients a level of insight and strategy that goes beyond the conventional retail approach.
An avid student of markets and dedicated reader of investing literature, he combines disciplined analysis with a genuine commitment to helping clients achieve their financial goals.
Outside of work, he is a passionate musician and plays lead guitar in a band that regularly performs at venues across Toronto.
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.
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
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.
Evdokiya Yakub Aga
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Raj Dhawan, MBA, CLU, PFP
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)