A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Joel provides clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. He starts by understanding the financial goals of his clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. With this knowledge Joel can assemble a team that will structure a solution to best meet the short, medium and long-term goals of clients. He has been with CIBC since 2011.

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.

As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

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.

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.