Adam Scot, BA, CIM
Wealth Advisor
Portfolio Manager
Leading the team, Adam is responsible for our Investment Strategy, working 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 an industry registered Investment Advisor and Portfolio Manager, holding the Chartered Investment Manager (CIM®) designation, and has achieved a certificate in Advanced Investment Advice.
Adam and his wife Kimberly have 3 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.
Adam Scot, BA, CIM
Leading the team, Adam is responsible for our Investment Strategy, working 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 an industry registered Investment Advisor and Portfolio Manager, holding the Chartered Investment Manager (CIM®) designation, and has achieved a certificate in Advanced Investment Advice.
Adam and his wife Kimberly have 3 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.
Krista Matthews
Krista joined CIBC Wood Gundy in 2006 with a diploma in Financial Services from Fanshawe College in London.
With over twenty years experience in the financial industry, and as a Financial Associate, Krista provides the highest level of client care and exceptional service. She is responsible for all administrative aspects including, but not limited to, trading, account openings and updates, Wood Gundy Online (WGOL) account service and account transfers.
When not at work Krista enjoys volunteering her time with many different organizations, or relaxing with her family including her husband Kris, and their twin daughters Bella and Alyssa, and the family dog Gracie, at home in Tavistock.
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.