Tom Ranson, CFP®, CIM®
Tom joined Peter’s team in January 2020 with over 10 years experience in the financial services industry. He embraces integrated wealth management and understands the importance of financial planning. Tom assists clients in complex requests including preparing tax documentation and settling estates.
Tom has both his Certified Financial Planner (CFP®) and his Chartered Investment Manager (CIM®) designations.
Tom is committed to giving back and is a member of the Board of Directors for Canadian Foundation for AIDS Research (CANFAR).
In his spare time, Tom enjoys horseback riding, skiing, and learning to golf.
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We partner with CIBC experts to help address all of your wealth needs.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.