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.

With over 12 years of experience in the life insurance industry, Ivan provides clients with personalized insurance solutions that align with clients’ financial goals and future aspirations.

With a hands-on approach, he works closely with clients and their key partners: investment advisors, accountants and financial planners to analyze and recommend tax-sheltered insurance solutions.

A proud graduate of the University of Toronto, Ivan holds several prestigious designations, including Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Fellow of the Canadian Securities Institute (FCSI). These credentials empower him to provide a comprehensive and holistic approach to financial planning. Helping clients navigate all aspects of their insurance and wealth management needs.