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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jackie Han

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About us

Address 4110 Yonge Street Suite 600 Toronto ON, M2P 2B7
Telephone Number (416) 229-5853
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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Jackie Han, CIM

Jackie Han, CIM®

Senior Wealth Advisor

Tel:

(416) 229-5853

Email:

jackie.han@cibc.com

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 Li

Client Associate

Tel:

(416) 229-5551

Email:

marina.li@cibc.com

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

Jackie Han, CIM®

Senior Wealth Advisor
(416) 229-5853
Opens in your telephone provided application.
jackie.han​@cibc.com
Opens in your email provided application. Opens in a new tab.

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 Li

Client Associate
(416) 229-5551
Opens in your telephone provided application.
marina.li​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.

 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
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Michael Teng

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

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.

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David Duong, CPA, CMA, CIM, CLU

Wealth Strategist

Email:

david.duong@cibc.com

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

Michael Teng, CIM®, CFP®

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

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. Opens in a new tab.

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
Opens in your telephone provided application.
david.duong​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.)

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.