Ted Friesen, CIM®
Ted brings 39 years of industry experience to helping clients navigate the complexities of wealth management. He works closely with each client to understand their evolving needs, develop a tailored investment plan, and help them remain focused on their long-term goals with confidence and peace of mind through changing market conditions.
Clear, consistent communication is central to Ted’s approach, ensuring each strategy remains aligned with the client’s objectives in an evolving financial environment.
Family is Ted’s greatest source of inspiration. He and his spouse, Kim, have been married for more than 30 years and are the proud parents of three adult children. Ted brings the same care, commitment, and long-term perspective that he values in family life to supporting his clients and their evolving financial needs.
David Przystal, CIM®
David is a Wealth Advisor who holds the Chartered Investment Manager (CIM®) designation and brings 29 years of industry experience. Throughout his career, he has remained committed to delivering thoughtful, personalized guidance and developing customized solutions aligned with each client’s unique financial goals and evolving wealth management needs.
He has a strong focus on financial planning and the design of investment strategies that support clients through every stage of life. David takes pride in building long-term relationships and helping individuals and families navigate changing priorities with clarity, confidence, and discipline.
Outside of work, David enjoys spending time with his spouse and their two daughters. When he is not at the local rink, he can often be found outdoors pursuing some of his favourite activities, including gardening, paddling, and hiking.
Patrick Polkowski, CIM®
Pat brings more than seven years of experience in financial services. He began his career supporting advisors on the wholesaling side before transitioning into client-facing roles focused on delivering personalized investment guidance and service.
As an Associate Investment Advisor, Pat oversees the operational aspects of client accounts, helps ensure regulatory compliance, and supports the day-to-day management of investment activities. He is known for his clear, approachable communication style and his ability to help clients better understand everything from account transactions to broader investment strategies.
Pat has earned his Chartered Investment Manager (CIM®) designation, strengthening his ability to support portfolio construction and contribute to the wealth planning needs of client accounts. He is committed to delivering a high standard of service and helping create a seamless experience for clients as their financial needs evolve over time.
Outside of work, Pat enjoys spending time at the cottage with his wife, Madi, connecting with family and friends, and cheering on the Toronto Maple Leafs.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
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.
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
Raj Dhawan, MBA, CLU, CFP®
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.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
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.
Marilyn Andrade, BA, B.Comm., MTI
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Marilyn has been with CIBC since 2000.
Raj Dhawan, MBA, CLU, CFP®
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.