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

Lori D. Johnson

  • Home
  • About us
  • Global Market insights
    • Analyst Reports & Economic Insights
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  • Portfolio Partner
  • Investment Consulting Service
  • Integrated approach
  • Services
    • Private Clients
    • Institutional Clients
 

About us

About us

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CIBC Wood Gundy is part of CIBC Private Wealth Management. 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 1,000 advisors in 80 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

 

 

 

 

 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Lori D. Johnson

Lori D. Johnson, FCSI, CIM®

Associate Portfolio Manager

(204) 946-9890
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I am dedicated to the enhancement and preservation of my client's assets. My wealth management process begins by collaborating with you, and evolves through the decisions we make together. A wealth management strategy progresses to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

 

I have been in the financial industry for over 30 years and have built my practice on successfully providing my clients with highly customizable portfolio’s with a suitable level of risk to deliver clients objectives. Myself and my team believe in strong client relationships with a high touch service.

 

Through a disciplined stock selection process with complements from the industry’s top conviction driven money managers, I have provided exceptional growth to my clients portfolios.

 

Let me and my team help you towards your goals and assist you to confidently realize your aspirations. Reach out today!

Fayth Gobeil

Fayth Gobeil, CIM®

Financial Associate

(204) 946-9832
Opens in your telephone provided application. fayth.gobeil​@cibc.com Opens in your email provided application.

Fayth has a significant educational background, earning a Bachelor of Arts degree from Université de Saint-Boniface; along with industry credentials such as the Canadian Securities Course (CSC), Wealth Management Essentials (WME) and Chartered Investment Manager (CIM®) designation.  Along with her education, Fayth has been in the investment industry since 2009 and has amassed a great deal of knowledge and experience.  Her education along with her experience ensures she understands that each client’s unique needs and circumstances are equally important. She prides herself on being timely and accurate so that our recommendations and your decisions are handled in a prompt and effective manner.

 

Feel free to reach out to Fayth for:

-duplicate statements & tax documents

-account related questions

-Wood Gundy Online assistance

Our partners

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

Nancy Regina

Nancy Regina, CFP, RRC

Senior Private Banking advisor

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Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.

She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.

Kevin Townsend

Kevin Townsend, B.Comm., PFP

Senior Private Banking advisor

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Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.

Christopher Mahussier

Christopher Mahussier, CFP, FCSI

Financial Planning Specialist

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As a Financial Planning Specialist, Christopher partners with families and individuals who are committed to their financial success. He believes that success is by choice, not by chance. He advises to help people make informed financial decisions that reflect their goals and values.

An accredited professional with over a decade of experience, he supports the CIBC Wood Gundy team by providing customized financial plans and sound planning strategies to high net worth clients. Christopher has earned the CFP® and FCSI® designations, demonstrating his commitment to life-long learning.

In addition, he is very active within the Winnipeg community, supporting a number of charities and philanthropic causes.

When at home, he enjoys reading biographies and non-fiction, listening to music, and spending time with his wife of over 10 years, Brenna; their daughter, Emma; and the cat, Snickers.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director

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Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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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

Deputy Chief Economist, CIBC

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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.

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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.