Adam Scot, BA, CIM
Investment Advisor
Portfolio Manager
Adam leads the team, and along with Scott, is responsible for our Investment Strategy. Adam works directly with clients to craft their individual Investment Policy Statements, and is responsible for account-level execution of our strategy.
Adam has worked in the industry since 2010. Adam has a Bachelor of Political Science from the University of Toronto, and was in the first class of the International and Business and Technology (IBT) Program. Adam is a licensed Investor Advisor and Portfolio Manager, holds the Chartered Investment Manager (CIM) designation, and has achieved a certificate in Advanced Investment Advice. Adam and Scott first partnered together in 2012.
Adam and his wife Kimberly have 3 young children, and are actively involved in the community. Adam is an avid reader on politics, history and economics, and is long time subscriber to the Economist.
Scott Totten, CIM, PFP, FCSI, DMS
Associate Investment Advisor
Portfolio Manager
With the increased complexity of financial markets and products, Scott focuses on navigating the changing market conditions and bringing a true active portfolio management strategy to his clients with an emphasis on value-oriented growth.
Scott is a Portfolio Manager (PM), Chartered Investment Manager (CIM) a Derivative Market Specialist (DMS), and has his Professional Financial Planning Designation (PFP). He is a fellow of the Canadian Securities Institute (FCSI), which is considered to be the Canadian Securities Institutes premier designation. Scott has over 30 years of experience serving high net worth clients and their families. He is a proud graduate from the University of Western Ontario, and obtained his Honours Bachelor of Science degree in 1984.
When he's not monitoring the markets, Scott enjoys spending time with his wife, grown children, and their mini schnauzer, Cosmo. He enjoys donating his time to the Juvenile Diabetes Research Fund and participates in their Walk to Cure fundraiser every year.
Adam Scot, BA, CIM
Adam leads the team, and along with Scott, is responsible for our Investment Strategy. Adam works directly with clients to craft their individual Investment Policy Statements, and is responsible for account-level execution of our strategy.
Adam has worked in the industry since 2010. Adam has a Bachelor of Political Science from the University of Toronto, and was in the first class of the International and Business and Technology (IBT) Program. Adam is a licensed Investor Advisor and Portfolio Manager, holds the Chartered Investment Manager (CIM) designation, and has achieved a certificate in Advanced Investment Advice. Adam and Scott first partnered together in 2012.
Adam and his wife Kimberly have 3 young children, and are actively involved in the community. Adam is an avid reader on politics, history and economics, and is long time subscriber to the Economist.
Scott Totten, CIM, PFP, FCSI, DMS
With the increased complexity of financial markets and products, Scott focuses on navigating the changing market conditions and bringing a true active portfolio management strategy to his clients with an emphasis on value-oriented growth.
Scott is a Portfolio Manager (PM), Chartered Investment Manager (CIM) a Derivative Market Specialist (DMS), and has his Professional Financial Planning Designation (PFP). He is a fellow of the Canadian Securities Institute (FCSI), which is considered to be the Canadian Securities Institutes premier designation. Scott has over 30 years of experience serving high net worth clients and their families. He is a proud graduate from the University of Western Ontario, and obtained his Honours Bachelor of Science degree in 1984.
When he's not monitoring the markets, Scott enjoys spending time with his wife, grown children, and their mini schnauzer, Cosmo. He enjoys donating his time to the Juvenile Diabetes Research Fund and participates in their Walk to Cure fundraiser every year.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek
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.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
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.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.