Laural Has been providing Financial and Estate Planning advice for more than 25 years. Laural is a certified financial planner and a member of The Canadian Institute for Financial Planners and an affiliate of the Trust and Estate Practitioners.

As a Wealth Strategist, Laural takes an in-depth approach to understand your unique situation and provides recommendations to optimize how your financial affairs are structured with specific emphasis on tax optimization and estate and trust planning.

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

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.