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

Patrick Hahn

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About us

Address 1688-152nd Street Suite 408 Surrey BC, V4A 4N2
Telephone Number (604) 535-3707
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CIBC Wood Gundy is part of CIBC Private Wealth. 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 800 advisors in 100 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
 
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Our partners

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

Jamie Golombek

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant

With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

Shelley Forsythe

Shelley Forsythe, CFP, CIM, RRC

Director, Senior Wealth Strategist

Shelley provides holistic planning and consultation services to affluent families to help them make wise choices regarding their wealth. Using a discovery process developed exclusively for clients with considerable wealth, she provides a unique opportunity for clients to reflect on their values, goals and aspirations so that they can make confident choices now and in the future. Shelley will help assemble a team that will work with clients to structure solutions that best meet their goals and give them peace of mind. 

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.

Lee Berti

Lee Berti, BA

Senior Trust and Estate Consultant
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With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.

Shelley Forsythe

Shelley Forsythe, CFP, CIM, RRC

Director, Senior Wealth Strategist
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Shelley provides holistic planning and consultation services to affluent families to help them make wise choices regarding their wealth. Using a discovery process developed exclusively for clients with considerable wealth, she provides a unique opportunity for clients to reflect on their values, goals and aspirations so that they can make confident choices now and in the future. Shelley will help assemble a team that will work with clients to structure solutions that best meet their goals and give them peace of mind. 

 
 
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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.