Joel Bumanis
Joel has been in the Financial Services industry for over 20 years, the past 17 with CIBC Wood Gundy. He holds the Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations. Born and raised in Calgary, Joel and family keep active with martial arts, golfing and hiking.
Nicola Klaver, CFP
Financial Planning Specialist
Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.
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.
Nicola Klaver, CFP
Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.
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.