Brandi Lockhart, CFP®, CIM®, PFP
Brandi is a seasoned Wealth Advisor with over 20 years of experience in the financial industry. She is passionate about helping individuals, families, and business owners achieve their financial goals and build lasting financial security.
Brandi combines deep industry knowledge with a personalized approach to provide thoughtful, strategic guidance tailored to each client’s unique circumstances. She works closely with entrepreneurs and professionals on areas such as corporate investing, cash management, and wealth strategies that integrate both personal and business goals.
Building strong, long-term relationships based on trust and integrity has always been at the core of Brandi’s practice. Whether helping clients plan for retirement, manage their investments, or make confident decisions for the future, she is dedicated to delivering clarity, insight, and exceptional service every step of the way.
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.
Rose Rogic, CFP, CIM, RRC
Financial Planning Specialist
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.
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.
Rose Rogic, CFP, CIM, RRC
Rose started with CIBC in 2000 since joining the financial services industry in 1987 and has held various positions in financial planning and retail banking. She uses her knowledge and experience in financial planning and private banking to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.