Adam Scot, BA, CIM
Wealth Advisor
Portfolio Manager
As a Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, Adam Scot is not just a Wealth Advisor; he is a trusted strategist and partner in the journey of wealth management. With more than a decade of experience in the financial services industry, Adam has built a career based on his ability to craft personalized investment strategies that are closely aligned with his clients' individual goals, values, and life aspirations. His commitment to understanding each client on a deeply personal level has enabled him to tailor investment plans that not only meet their current financial objectives but also support their long-term financial security and legacy.
Adam’s leadership within the team is grounded in a client-first approach. As the team’s chief architect for investment strategies, he takes the time to ensure that each investment policy statement (IPS) he develops is comprehensive, strategic, and flexible, reflecting both the financial goals and personal circumstances of each client. Whether clients are looking to grow their wealth, plan for a comfortable retirement, or preserve capital for future generations, Adam’s approach centers on building resilient portfolios that can withstand market volatility and adapt to shifting financial landscapes.
Extensive Experience & Specialized Expertise
Adam entered the financial industry in 2010, quickly establishing himself as a reliable and insightful advisor who places a premium on long-term financial planning. Armed with a Bachelor of Arts in Political Science from the University of Toronto, Adam’s academic background laid the foundation for his understanding of the economic and political forces that shape global financial markets. This strong academic grounding is complemented by his professional certifications, including the highly regarded Chartered Investment Manager (CIM®) designation and a Certificate in Advanced Investment Advice. These credentials reflect his advanced expertise in areas such as portfolio management, risk analysis, tax strategies, and retirement planning, empowering Adam to offer a wide range of tailored wealth management solutions.
Throughout his career, Adam has developed a strong strategic mindset that helps him anticipate market trends and identify opportunities that align with his clients’ goals. He understands that wealth management is not a one-size-fits-all solution, but rather a customized process that requires in-depth knowledge of both the markets and each client’s unique needs. Adam applies his expertise to structure portfolios that offer optimal returns while minimizing risk, ensuring that clients’ financial futures remain secure even in turbulent times.
A Holistic Approach to Wealth Management
For Adam, wealth management extends beyond just managing investments. He views it as a holistic endeavor that encompasses a wide array of financial aspects, from estate planning and tax optimization to legacy planning and retirement readiness. Recognizing that his clients have complex, multidimensional financial needs, Adam takes a comprehensive approach that integrates investment management with other key wealth planning services. He works closely with each client to understand their financial goals, family dynamics, and values, ensuring that every financial decision is made with these considerations in mind.
Adam believes that the role of a wealth advisor is not only to grow and protect wealth but also to provide peace of mind. This belief shapes how he works with his clients, always striving to provide clarity, guidance, and confidence in their financial decisions. Whether clients are navigating complex tax situations, planning for succession, or ensuring that their children and grandchildren are financially supported, Adam brings a deep level of expertise and sensitivity to these matters, helping families achieve their objectives and live with financial security.
The Cornerstone of Adam’s Investment Philosophy
Adam’s investment philosophy is grounded in the principles of discipline, patience, and long-term vision. He believes that the key to financial success is not trying to time the market or chase fleeting trends, but instead focusing on building a diversified portfolio that is tailored to withstand various market conditions over the long haul. Adam uses rigorous analysis, backed by the latest data and research, to identify investment opportunities that align with his clients' risk tolerance and financial goals. His strategies are designed to help clients take advantage of compounding returns, steady growth, and sustainable income, all while remaining adaptable to shifting global and local economic conditions.
This rules-based investment strategy ensures that each client’s portfolio is robust, resilient, and set up for continued growth. Adam emphasizes capital preservation while working toward achieving above-market returns, with an emphasis on risk management. His commitment to transparency means that clients are always kept informed about the rationale behind decisions, allowing them to make confident, informed choices about their financial futures.
Commitment to Clients, Family, and Community
Beyond his professional role, Adam is an individual who values family, community, and lifelong learning. He and his wife, Kimberly, are the proud parents of three children and are passionate about fostering a positive, supportive environment at home. Together, they are actively involved in local initiatives, contributing to their community and reinforcing Adam’s belief that true wealth isn’t just measured by financial assets, but by the positive impact one can have on the lives of others.
Adam’s personal interests reflect his intellectual curiosity and passion for understanding the world around him. He is an avid reader, with a particular interest in politics, history, and economics. As a long-time subscriber to The Economist, Adam stays informed about global trends, market movements, and geopolitical events, ensuring that he is always equipped with the knowledge necessary to make well-informed, strategic decisions for his clients. His ability to integrate broad knowledge into his investment strategies sets him apart as a forward-thinking advisor who is always looking ahead to anticipate changes and challenges in the financial world.
Philosophy of Service Excellence
Above all, Adam’s core philosophy is rooted in providing personalized client service. He understands that wealth management is a lifelong partnership, and he is dedicated to providing personalized attention to each client. Adam takes pride in the trust and confidence that his clients place in him, and he is committed to maintaining that trust by delivering results that exceed expectations. Whether clients are in need of retirement planning, tax advice, or investment management, Adam’s approach is always grounded in his clients’ best interests, ensuring that every strategy is aligned with their vision for the future.
Adam Scot, BA, CIM
As a Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, Adam Scot is not just a Wealth Advisor; he is a trusted strategist and partner in the journey of wealth management. With more than a decade of experience in the financial services industry, Adam has built a career based on his ability to craft personalized investment strategies that are closely aligned with his clients' individual goals, values, and life aspirations. His commitment to understanding each client on a deeply personal level has enabled him to tailor investment plans that not only meet their current financial objectives but also support their long-term financial security and legacy.
Adam’s leadership within the team is grounded in a client-first approach. As the team’s chief architect for investment strategies, he takes the time to ensure that each investment policy statement (IPS) he develops is comprehensive, strategic, and flexible, reflecting both the financial goals and personal circumstances of each client. Whether clients are looking to grow their wealth, plan for a comfortable retirement, or preserve capital for future generations, Adam’s approach centers on building resilient portfolios that can withstand market volatility and adapt to shifting financial landscapes.
Extensive Experience & Specialized Expertise
Adam entered the financial industry in 2010, quickly establishing himself as a reliable and insightful advisor who places a premium on long-term financial planning. Armed with a Bachelor of Arts in Political Science from the University of Toronto, Adam’s academic background laid the foundation for his understanding of the economic and political forces that shape global financial markets. This strong academic grounding is complemented by his professional certifications, including the highly regarded Chartered Investment Manager (CIM®) designation and a Certificate in Advanced Investment Advice. These credentials reflect his advanced expertise in areas such as portfolio management, risk analysis, tax strategies, and retirement planning, empowering Adam to offer a wide range of tailored wealth management solutions.
Throughout his career, Adam has developed a strong strategic mindset that helps him anticipate market trends and identify opportunities that align with his clients’ goals. He understands that wealth management is not a one-size-fits-all solution, but rather a customized process that requires in-depth knowledge of both the markets and each client’s unique needs. Adam applies his expertise to structure portfolios that offer optimal returns while minimizing risk, ensuring that clients’ financial futures remain secure even in turbulent times.
A Holistic Approach to Wealth Management
For Adam, wealth management extends beyond just managing investments. He views it as a holistic endeavor that encompasses a wide array of financial aspects, from estate planning and tax optimization to legacy planning and retirement readiness. Recognizing that his clients have complex, multidimensional financial needs, Adam takes a comprehensive approach that integrates investment management with other key wealth planning services. He works closely with each client to understand their financial goals, family dynamics, and values, ensuring that every financial decision is made with these considerations in mind.
Adam believes that the role of a wealth advisor is not only to grow and protect wealth but also to provide peace of mind. This belief shapes how he works with his clients, always striving to provide clarity, guidance, and confidence in their financial decisions. Whether clients are navigating complex tax situations, planning for succession, or ensuring that their children and grandchildren are financially supported, Adam brings a deep level of expertise and sensitivity to these matters, helping families achieve their objectives and live with financial security.
The Cornerstone of Adam’s Investment Philosophy
Adam’s investment philosophy is grounded in the principles of discipline, patience, and long-term vision. He believes that the key to financial success is not trying to time the market or chase fleeting trends, but instead focusing on building a diversified portfolio that is tailored to withstand various market conditions over the long haul. Adam uses rigorous analysis, backed by the latest data and research, to identify investment opportunities that align with his clients' risk tolerance and financial goals. His strategies are designed to help clients take advantage of compounding returns, steady growth, and sustainable income, all while remaining adaptable to shifting global and local economic conditions.
This rules-based investment strategy ensures that each client’s portfolio is robust, resilient, and set up for continued growth. Adam emphasizes capital preservation while working toward achieving above-market returns, with an emphasis on risk management. His commitment to transparency means that clients are always kept informed about the rationale behind decisions, allowing them to make confident, informed choices about their financial futures.
Commitment to Clients, Family, and Community
Beyond his professional role, Adam is an individual who values family, community, and lifelong learning. He and his wife, Kimberly, are the proud parents of three children and are passionate about fostering a positive, supportive environment at home. Together, they are actively involved in local initiatives, contributing to their community and reinforcing Adam’s belief that true wealth isn’t just measured by financial assets, but by the positive impact one can have on the lives of others.
Adam’s personal interests reflect his intellectual curiosity and passion for understanding the world around him. He is an avid reader, with a particular interest in politics, history, and economics. As a long-time subscriber to The Economist, Adam stays informed about global trends, market movements, and geopolitical events, ensuring that he is always equipped with the knowledge necessary to make well-informed, strategic decisions for his clients. His ability to integrate broad knowledge into his investment strategies sets him apart as a forward-thinking advisor who is always looking ahead to anticipate changes and challenges in the financial world.
Philosophy of Service Excellence
Above all, Adam’s core philosophy is rooted in providing personalized client service. He understands that wealth management is a lifelong partnership, and he is dedicated to providing personalized attention to each client. Adam takes pride in the trust and confidence that his clients place in him, and he is committed to maintaining that trust by delivering results that exceed expectations. Whether clients are in need of retirement planning, tax advice, or investment management, Adam’s approach is always grounded in his clients’ best interests, ensuring that every strategy is aligned with their vision for the future.
Krista Matthews
Krista Matthews has been with CIBC Wood Gundy since 2006, bringing over two decades of experience in the financial services industry. She holds a Diploma in Financial Services from Fanshawe College in London, which provided a strong foundation for her career. Throughout her career, Krista has gained invaluable knowledge and expertise in client relationship management, operational efficiency, and administrative support.
As a Financial Associate, Krista is an essential part of the team, ensuring that every client receives exceptional service. She takes pride in managing the administrative aspects of client accounts, handling everything from account openings to transfers and updates, ensuring that every detail is handled with care and accuracy. Krista also plays a key role in trading for clients, making sure transactions are executed efficiently and in line with their investment strategies.
Krista's deep understanding of Wood Gundy Online (WGOL) allows her to provide personalized support, assisting clients in accessing and managing their accounts seamlessly. Whether clients are looking for account updates, technical assistance, or transaction inquiries, Krista is their go-to point of contact for all digital account needs.
Her exceptional organizational skills and strong attention to detail ensure that our team can focus on delivering high-level financial guidance while she ensures the operational side runs flawlessly. Krista is known for her ability to anticipate client needs, maintain clear communication, and create a smooth, positive experience for everyone she interacts with.
Krista's work ethic and dedication to her clients don’t stop at administrative tasks. She takes a personal interest in fostering long-term relationships with clients, striving to make their experience with CIBC Wood Gundy not just efficient, but also personable and meaningful. She understands that wealth management is not just about numbers—it’s about the people behind the numbers.
Outside of work, Krista’s commitment to her community is evident in her active volunteer work. She contributes her time and energy to a variety of local organizations, helping to improve the lives of others and giving back to the community that has supported her throughout her career. Krista believes strongly in the power of community involvement and feels it’s important to contribute in any way she can.
When she’s not volunteering or working, Krista cherishes time spent with her family. She and her husband, Kris, are the proud parents of twin daughters, Bella and Alyssa. As a family, they enjoy spending time together at home in Tavistock, where they can relax, unwind, and appreciate each other’s company. Their family dog, Gracie, is also a beloved part of their household, adding joy and warmth to their home.
Krista’s dedication to her work, her family, and her community makes her an invaluable member of the CIBC Wood Gundy team. Clients appreciate her approachable nature, professionalism, and unwavering commitment to their satisfaction. Her experience, combined with her genuine care for those she works with, positions her as a trusted partner in wealth management.
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.
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.
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.
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.