Jackie Han, CIM®
Senior Wealth Advisor
As a Senior Wealth Advisor, Jackie’s mandate is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundation of his business. Jackie delivers proactive advice, working closely with you to help you make key decisions about your investment portfolio that are aligned to your financial goals.
Jackie holds the Chartered Investment Manager (CIM®) designation and has completed the Derivatives Fundamentals and Options Licensing Course (DFOL). His extensive expertise and qualifications contribute to his role in developing effective strategies for your financial success. Jackie is fluent in English, Mandarin, and Cantonese.
Marina Li
Client Associate
Marina is passionate about investments and relationship management. Marina believes that the learning process never ends and maintains an enduring interest in wealth management. She holds a Bachelor of Arts (B.A.) Honors Specialization in Finance and Administration and has completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and CFA level 1 course. Marina is fluent in English and Mandarin.
In her spare time, Marina enjoys putting together puzzles and LEGO sets for a sense of accomplishment as well as a peace of mind. As a foodie, she absolutely loves exploring different restaurants and bubble tea stores.
Jackie Han, CIM®
As a Senior Wealth Advisor, Jackie’s mandate is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundation of his business. Jackie delivers proactive advice, working closely with you to help you make key decisions about your investment portfolio that are aligned to your financial goals.
Jackie holds the Chartered Investment Manager (CIM®) designation and has completed the Derivatives Fundamentals and Options Licensing Course (DFOL). His extensive expertise and qualifications contribute to his role in developing effective strategies for your financial success. Jackie is fluent in English, Mandarin, and Cantonese.
Marina Li
Marina is passionate about investments and relationship management. Marina believes that the learning process never ends and maintains an enduring interest in wealth management. She holds a Bachelor of Arts (B.A.) Honors Specialization in Finance and Administration and has completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and CFA level 1 course. Marina is fluent in English and Mandarin.
In her spare time, Marina enjoys putting together puzzles and LEGO sets for a sense of accomplishment as well as a peace of mind. As a foodie, she absolutely loves exploring different restaurants and bubble tea stores.
Michael Teng, CIM®, CFP®
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
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.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM®, CFP®
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
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.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)