Jeff Lam 林⽴⼈, CFA, CFP®, CIM®, FEA
Portfolio Manager
Senior Wealth Advisor
Jeff is a Portfolio Manager and Senior Wealth Advisor at CIBC Wood Gundy. Jeff leads the Lam Advisory Group.
Since joining CIBC in 2009, he focuses on building a long term advisory relationship with his clients as they move through different life stages. He combines his exceptional wealth management knowledge with his broad network of partners in capital market and banking, to deliver a top-tiered client experience. His clients consistently recommend his services to family and friends.
Jeff obtained the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, and received his Bachelor of Commerce degree from Toronto Metropolitan University in Toronto, Canada. Committed to better serving business families, Jeff completed the Family Enterprise Advisor (FEA) program, adding fluency in the art and science of family enterprise advising.
Jeff is honored to be a recipient of the 20 Year Ontario Volunteer Services Award from the Government of Canada - Ministry of Citizenship and Immigration, which recognizes individual volunteers for continuous years of commitment and dedicated service to an organization.
Lynda Cho 曹秀维, PFP, RRC
Associate Wealth Advisor
Lynda joined CIBC Wood Gundy and Lam Advisory Group in 2022. She brings over 25 years of experience in the financial and banking industry. Lynda holds the Personal Financial Planner (PFP®) Designation.
Lynda adds valuable knowledge and insights to Lam Advisory Group. Throughout her professional career, she advises affluent clients on banking, investing, and financial planning subject matters, previously as a CIBC Imperial Service Financial Advisor and CIBC Financial Planning Consultant.
Lynda enjoys gardening, traveling, and playing badminton.
Helen Chen 陳卓睿, MA, CIM®
Client Associate
Helen has been with CIBC Wood Gundy and a part of Lam Advisory Group since 2018. She helps our clients with financial planning, trading, as well as research on fixed income and alternative strategies.
Helen frequently receives great feedback from our clients and partners on her commitment to a superior client experience.
Helen obtained her Master of Arts Degree in East Asian Studies from University of Alberta. She also holds the Chartered Investment Manager (CIM®) designation, with unique knowledge in our discretionary strategies managed by our group. Helen is also proficient in Mandarin.
Helen is always passionate and optimistic about life. She loves cooking, baking, painting, reading, as well as traveling across Canada.
Appo Ho 何倩明, CIM®
Financial Associate
Appo will likely be the first person you speak to when you contact our office. With over 10 years of experience at CIBC Wood Gundy, she is passionate in helping our clients to build their wealth, handling every detail with care.
Appo is also proficient in Cantonese and understands Mandarin.
Appo obtained her Honors Bachelor of Arts degree with a major in Economics from the University of Toronto. She also holds the Chartered Investment Manager (CIM®) designation, with great knowledge in a wide range of strategies offered by our group.
In her leisure time, Appo enjoys golfing, snowboarding and traveling.
Lily Li 李逸
Administrative Assistant
Lily is part of our client servicing and operation team at Lam Advisory Group.
Lily obtained her Bachelor of Arts degree with Honours from the University of Toronto, majored in Books and Media Studies and minored in Economics. She also has experience working in a Canadian insurance company.
She can speak fluent Mandarin.
In her leisure time, Lily enjoys badminton, training and running marathon.
Jeff Lam 林⽴⼈, CFA, CFP®, CIM®, FEA
Jeff is a Portfolio Manager and Senior Wealth Advisor at CIBC Wood Gundy. Jeff leads the Lam Advisory Group.
Since joining CIBC in 2009, he focuses on building a long term advisory relationship with his clients as they move through different life stages. He combines his exceptional wealth management knowledge with his broad network of partners in capital market and banking, to deliver a top-tiered client experience. His clients consistently recommend his services to family and friends.
Jeff obtained the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, and received his Bachelor of Commerce degree from Toronto Metropolitan University in Toronto, Canada. Committed to better serving business families, Jeff completed the Family Enterprise Advisor (FEA) program, adding fluency in the art and science of family enterprise advising.
Jeff is honored to be a recipient of the 20 Year Ontario Volunteer Services Award from the Government of Canada - Ministry of Citizenship and Immigration, which recognizes individual volunteers for continuous years of commitment and dedicated service to an organization.
Lynda Cho 曹秀维, PFP, RRC
Lynda joined CIBC Wood Gundy and Lam Advisory Group in 2022. She brings over 25 years of experience in the financial and banking industry. Lynda holds the Personal Financial Planner (PFP®) Designation.
Lynda adds valuable knowledge and insights to Lam Advisory Group. Throughout her professional career, she advises affluent clients on banking, investing, and financial planning subject matters, previously as a CIBC Imperial Service Financial Advisor and CIBC Financial Planning Consultant.
Lynda enjoys gardening, traveling, and playing badminton.
Helen Chen 陳卓睿, MA, CIM®
Helen has been with CIBC Wood Gundy and a part of Lam Advisory Group since 2018. She helps our clients with financial planning, trading, as well as research on fixed income and alternative strategies.
Helen frequently receives great feedback from our clients and partners on her commitment to a superior client experience.
Helen obtained her Master of Arts Degree in East Asian Studies from University of Alberta. She also holds the Chartered Investment Manager (CIM®) designation, with unique knowledge in our discretionary strategies managed by our group. Helen is also proficient in Mandarin.
Helen is always passionate and optimistic about life. She loves cooking, baking, painting, reading, as well as traveling across Canada.
Appo Ho 何倩明, CIM®
Appo will likely be the first person you speak to when you contact our office. With over 10 years of experience at CIBC Wood Gundy, she is passionate in helping our clients to build their wealth, handling every detail with care.
Appo is also proficient in Cantonese and understands Mandarin.
Appo obtained her Honors Bachelor of Arts degree with a major in Economics from the University of Toronto. She also holds the Chartered Investment Manager (CIM®) designation, with great knowledge in a wide range of strategies offered by our group.
In her leisure time, Appo enjoys golfing, snowboarding and traveling.
Lily Li 李逸
Lily is part of our client servicing and operation team at Lam Advisory Group.
Lily obtained her Bachelor of Arts degree with Honours from the University of Toronto, majored in Books and Media Studies and minored in Economics. She also has experience working in a Canadian insurance company.
She can speak fluent Mandarin.
In her leisure time, Lily enjoys badminton, training and running marathon.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nelley Yiu, PFP, BA
Senior Private Banking Advisor
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Victoria Ng, PFP, CFP®
Senior Private Banking Advisor
Victoria believes that a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers. Working together with her clients she develops a financial plan that supports their values and goals, and allows them to grow and preserve their wealth. Victoria's clients greatly value this level of highly personalized attention and service.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 15 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Elaine Liao, CFP, CLU, CFA
Wealth Strategist
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)
Raj Dhawan, MBA, CLU, PFP
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
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.
Benjamin Tal
Deputy Chief Economist, CIBC
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.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Trevor Gough
Managing Director & Head, CIBC Mid-Market Investment Banking
Trevor has over 20 years of mid-market mergers & acquisition ("M&A") experience. His expertise is in the sale of privately-owned companies. Trevor has worked on behalf of many business owners to find strategic buyers or equity investors and negotiated the sale of all or a portion of the company.
These transactions have covered a wide range of sectors and industries including Manufacturing (equipment, consumer goods, concrete, food processing), Business Services (healthcare, equipment rental, telecom, testing/inspection, certification, transportation and logistics), Distribution (capital equipment, steel and fuel) and Technology (software).
Prior to joining CIBC in 2002, Trevor worked for 12 years with the corporate finance and audit groups of an international accounting and consulting firm in Canada and the U.K. and is a Chartered Accountant.
Kate Ross
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy.
For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication.
Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most.
Crina Hodis, B.Sc., CFP
Private Banking Advisor
Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.
Nelley Yiu, PFP, BA
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Victoria Ng, PFP, CFP®
Victoria believes that a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers. Working together with her clients she develops a financial plan that supports their values and goals, and allows them to grow and preserve their wealth. Victoria's clients greatly value this level of highly personalized attention and service.
Aram Agopian, TEP, CFP, CLU, CHS, EPC, FMA, FCSI
With over 15 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.
Elaine Liao, CFP, CLU, CFA
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)
Raj Dhawan, MBA, CLU, PFP
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
- Masters of Business Administration (MBA)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
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.
Benjamin Tal
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Trevor Gough
Trevor has over 20 years of mid-market mergers & acquisition ("M&A") experience. His expertise is in the sale of privately-owned companies. Trevor has worked on behalf of many business owners to find strategic buyers or equity investors and negotiated the sale of all or a portion of the company.
These transactions have covered a wide range of sectors and industries including Manufacturing (equipment, consumer goods, concrete, food processing), Business Services (healthcare, equipment rental, telecom, testing/inspection, certification, transportation and logistics), Distribution (capital equipment, steel and fuel) and Technology (software).
Prior to joining CIBC in 2002, Trevor worked for 12 years with the corporate finance and audit groups of an international accounting and consulting firm in Canada and the U.K. and is a Chartered Accountant.
Kate Ross
As a Senior Trust and Estate Consultant, I believe that a key component of any wealth management plan is estate planning which provides you and your family with confidence and peace of mind by protecting you, your family, your assets, and preserving your legacy.
For complex estate and trust issues, I can draw on the expertise of my Cl BC partners, recommend external professionals and help develop solutions and coordinate communication.
Administering an estate or trust or acting as an attorney for property is time consuming and requires knowledge of many different areas. My team and I have the expertise to execute or assist others to execute those roles effectively and efficiently, relieving the burden of administration from loved ones and allowing them to focus on what matters most.
Crina Hodis, B.Sc., CFP
Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.