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The Jerusalim Financial Group

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The Jerusalim Financial Group

The Jerusalim Financial Group prides itself on helping high net worth and ultra high net worth families meet their financial and personal goals.  Whether it's retirement planning, next generation family planning or meeting a personal goal we will work with all our partners to enure your success.  Trust and a commitment to do what is in your best interest are values we adhere to so you can focus on what is important to you.

Shawn Jerusalim, CIM

Senior Wealth Advisor, Associate Portfolio Manager

(416) 229-5564
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shawn.jerusalim@cibc.ca
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As an investment advisor, I work with my clients to understand their financial and personal goals, risk tolerance and preferences, to create customized financial plans and investment strategies. Ongoing communication, trust, and portfolio reviews as markets fluctuate, have been the foundation for lasting relationships with my clients.

 

I have a wealth of experience in both financial planning and accounting. For the past 15+ years I have been a member of CIBC Wood Gundy with the Jerusalim Financial Group.  I am a Chartered Investment Manager (CIM) as well as a Certified Public Accountant (CPA Colorado) and these designations have allowed me to design successful investment strategies that take into account tax implications. Before this, I spent five years working in a public accounting firm specializing in small business and real estate.

 

My undergraduate studies include a Bachelor’s Degree in Finance & Economics from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.

 

My wife Jessica, and I, love to travel and spend much of our free time with our three children in the hockey rink and on the soccer fields.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

 
Jack Jerusalim

Jack Jerusalim

Investment Advisor
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Jerusalim

Shawn Jerusalim, CIM

Senior Wealth Advisor
Associate Portfolio Manager
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Barbra Venne

Barbra Venne

Associate Investment Advisor
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Nicole Napoleone

Nicole Napoleone

Administrative Assistant
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Contact us

Address

The Jerusalim Financial Group Address
4110 Yonge Street
Suite 600
Toronto, ON M2P 2B7
Telephone number: (416) 229-5564
Toll-free: 1 (800) 488-8688
Fax: (416) 229-5901

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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.