Adam Scot, BA, CIM
Wealth Advisor
Portfolio Manager
As a Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, Adam Scot leads the team with a strong commitment to providing customized investment strategies designed to help clients meet their long-term financial goals. With over a decade of experience in the financial industry, Adam is responsible for the overall development and management of the team’s investment strategies and directly collaborates with clients to create tailored Investment Policy Statements. These statements are personalized roadmaps that guide the management of each client’s portfolio based on their individual goals, risk tolerance, and financial needs.
Adam's role is central to the execution of investment strategies at the account level. He takes a hands-on approach in ensuring that each portfolio is aligned with his clients' objectives, focusing on managing risk and seizing opportunities that will enhance wealth over time. His deep understanding of the markets and investment principles, paired with his attention to detail, allows him to deliver results that are in line with clients’ evolving financial circumstances.
Adam’s professional background is rooted in both his education and experience. He holds a Bachelor of Arts in Political Science from the University of Toronto, where he developed a deep understanding of global affairs, economics, and the factors that drive financial markets. He was also among the first cohort of graduates from the International Business and Technology (IBT) Program, an interdisciplinary course designed to provide an in-depth understanding of the intersection between business, technology, and global markets.
Since entering the financial industry in 2010, Adam has earned the Chartered Investment Manager (CIM®) designation, which represents his advanced knowledge in managing investment portfolios, and further complemented his qualifications with a Certificate in Advanced Investment Advice. These credentials underscore his commitment to providing clients with well-informed, strategic financial guidance.
Adam's investment philosophy is rooted in a long-term approach that focuses not only on growing wealth but also on preserving it for future generations. He works diligently to understand his clients’ personal and financial aspirations, taking the time to build strong, trusted relationships. Adam recognizes that every client is unique and that their investment strategies should reflect their personal circumstances, values, and goals.
Community involvement is also an essential part of Adam’s life. He and his wife, Kimberly, are actively engaged in local initiatives, contributing to the well-being of their community in various ways. Together, they have three children and are dedicated to instilling values of responsibility, charity, and service in their family. Adam believes in the power of community and is always looking for ways to contribute to meaningful causes that help improve the lives of others.
Outside of work, Adam is an avid reader with a passion for subjects that shape the world, including politics, history, and economics. He subscribes to The Economist, staying informed about the latest global trends, market dynamics, and economic shifts that could impact his clients’ financial strategies. His intellectual curiosity and commitment to continued learning allow him to adapt quickly to changes in the market, ensuring his clients benefit from the most up-to-date insights and strategies.
Adam’s commitment to delivering exceptional client service, combined with his wealth of experience, makes him a trusted partner for those seeking to build, manage, and preserve their wealth over time. Clients appreciate his strategic vision, personalized attention, and unwavering commitment to acting in their best interests, ensuring their financial goals are not just met but exceeded.
Whether you’re planning for retirement, building wealth for future generations, or simply seeking guidance on optimizing your investment portfolio, Adam’s comprehensive approach and client-first philosophy ensure that your financial goals are always his priority.
Adam Scot, BA, CIM
As a Wealth Advisor and Portfolio Manager at CIBC Wood Gundy, Adam Scot leads the team with a strong commitment to providing customized investment strategies designed to help clients meet their long-term financial goals. With over a decade of experience in the financial industry, Adam is responsible for the overall development and management of the team’s investment strategies and directly collaborates with clients to create tailored Investment Policy Statements. These statements are personalized roadmaps that guide the management of each client’s portfolio based on their individual goals, risk tolerance, and financial needs.
Adam's role is central to the execution of investment strategies at the account level. He takes a hands-on approach in ensuring that each portfolio is aligned with his clients' objectives, focusing on managing risk and seizing opportunities that will enhance wealth over time. His deep understanding of the markets and investment principles, paired with his attention to detail, allows him to deliver results that are in line with clients’ evolving financial circumstances.
Adam’s professional background is rooted in both his education and experience. He holds a Bachelor of Arts in Political Science from the University of Toronto, where he developed a deep understanding of global affairs, economics, and the factors that drive financial markets. He was also among the first cohort of graduates from the International Business and Technology (IBT) Program, an interdisciplinary course designed to provide an in-depth understanding of the intersection between business, technology, and global markets.
Since entering the financial industry in 2010, Adam has earned the Chartered Investment Manager (CIM®) designation, which represents his advanced knowledge in managing investment portfolios, and further complemented his qualifications with a Certificate in Advanced Investment Advice. These credentials underscore his commitment to providing clients with well-informed, strategic financial guidance.
Adam's investment philosophy is rooted in a long-term approach that focuses not only on growing wealth but also on preserving it for future generations. He works diligently to understand his clients’ personal and financial aspirations, taking the time to build strong, trusted relationships. Adam recognizes that every client is unique and that their investment strategies should reflect their personal circumstances, values, and goals.
Community involvement is also an essential part of Adam’s life. He and his wife, Kimberly, are actively engaged in local initiatives, contributing to the well-being of their community in various ways. Together, they have three children and are dedicated to instilling values of responsibility, charity, and service in their family. Adam believes in the power of community and is always looking for ways to contribute to meaningful causes that help improve the lives of others.
Outside of work, Adam is an avid reader with a passion for subjects that shape the world, including politics, history, and economics. He subscribes to The Economist, staying informed about the latest global trends, market dynamics, and economic shifts that could impact his clients’ financial strategies. His intellectual curiosity and commitment to continued learning allow him to adapt quickly to changes in the market, ensuring his clients benefit from the most up-to-date insights and strategies.
Adam’s commitment to delivering exceptional client service, combined with his wealth of experience, makes him a trusted partner for those seeking to build, manage, and preserve their wealth over time. Clients appreciate his strategic vision, personalized attention, and unwavering commitment to acting in their best interests, ensuring their financial goals are not just met but exceeded.
Whether you’re planning for retirement, building wealth for future generations, or simply seeking guidance on optimizing your investment portfolio, Adam’s comprehensive approach and client-first philosophy ensure that your financial goals are always his priority.
Krista Matthews
Krista Matthews joined CIBC Wood Gundy in 2006 and has been an integral part of the team ever since. With a Diploma in Financial Services from Fanshawe College in London, Krista brought a solid foundation in financial services and has spent over twenty years refining her expertise in the industry.
As a Financial Associate, Krista is the backbone of the team’s operational efficiency. She is responsible for managing and overseeing all administrative aspects of client accounts, ensuring everything runs smoothly. This includes:
- Account management: Opening new accounts, making necessary updates, and processing transfers to ensure clients' financial needs are met.
- Trading: Handling client trades with precision and timeliness.
- Wood Gundy Online (WGOL): Providing clients with dedicated online account support and ensuring they have easy access to their portfolios.
Krista’s ability to streamline administrative tasks allows the rest of the team to focus on providing clients with tailored, strategic investment advice. Her attention to detail, efficiency, and commitment to client satisfaction are integral to the exceptional service the team delivers.
Beyond her professional role, Krista is passionate about community involvement. She dedicates her time to various local organizations, volunteering to support those in need and contributing to the well-being of her community.
Outside of work, Krista enjoys a balanced life with her family. She and her husband, Kris, are proud parents of twin daughters, Bella and Alyssa, and share their home with their beloved family dog, Gracie. The family resides in Tavistock, where they enjoy spending quality time together—whether that’s relaxing at home or exploring outdoor activities.
Krista’s blend of financial expertise, operational excellence, and deep commitment to family and community makes her a trusted and valued member of the team.
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.