Ilan Zor
Wealth Advisor
Dedicated Wealth Advisor with over 15 years of experience in the financial industry. My journey began at CIBC Asset Management, where I focused on providing comprehensive financial solutions to Wealth Advisors. Now, as a Wealth Advisor at CIBC Wood Gundy, I focus on understanding what truly matters to my clients and aligning their financial plans with their life goals, ensuring personalized and meaningful guidance every step of the way.
My investment philosophy is rooted in active management with a strong emphasis on strategic asset allocation. I believe that consistent returns come not from chasing the next big stock, but from carefully balancing and aligning investments with each client’s unique goals and risk tolerance. By blending innovative solutions with proven strategies, I aim to deliver long-term growth and financial security.
Outside of work, I’m an avid adventurer and family oriented. I have 2 girls and 4 stepchildren. I enjoy nature, hiking, mountain biking, sailing, snowboarding, and running during all seasons.
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
Opens in your telephone provided application. Opens in your email provided application.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
Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application.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.