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, CIM, FCSI
Lori holds the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, financial planning, portfolio design and management. Lori is also qualified to provide insurance products. She has built her practice on successfully providing her clients with investment growth, income, and lower volatility. She provides her clients with timely advice, contact and reassurance, especially during difficult markets. Her clients have entrusted her for over 25 years to handle their investment and/or business decisions.
Fayth Gobeil, CIM®
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.
Lori holds the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, financial planning, portfolio design and management. Lori is also qualified to provide insurance products. She has built her practice on successfully providing her clients with investment growth, income, and lower volatility. She provides her clients with timely advice, contact and reassurance, especially during difficult markets. Her clients have entrusted her for over 25 years to handle their investment and/or business decisions.
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nancy Regina, CFP, RRC
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, B.Comm., PFP
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, CFP, FCSI
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, CMT
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, 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.
Nancy Regina, CFP, RRC
Senior Private Banking advisor
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, B.Comm., PFP
Senior Private Banking advisor
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, CFP, FCSI
Financial Planning Specialist
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, CMT
Executive Director
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, 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.