Richard Buckley
Sarah de Jong
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Chris Martin, CPA, CA
Financial Planning Specialist
With over 20 years of experience as a Partner at an accounting firm, Chris brings extensive expertise in supporting small businesses and individuals. Throughout his career, Chris has provided strategic advice in areas such as business planning, tax optimization, and financial management, helping clients build sustainable financial success. Chris is passionate and dedicated to helping clients achieve their personal and professional goals through practical, tailored strategies. His deep understanding of both business and personal finance enables him to provide comprehensive guidance in areas such as retirement planning, tax planning, cash flow management, estate planning, and business. Chris is a highly accredited professional, holding the Chartered Business Valuator (CBV) and the Chartered Professional Accountant (CPA,CA). He also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, Waterloo.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Wasiq Saiyid, CFP, RRC
Senior Private Banking Advisor
As a Senior Private banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
Once I understand my client’s goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private banking team, so they can get on with living their life without worrying about their finances.
- With CIBC since 2004
- Certified Financial Planner (CFP®)
- Registered Retirement Consultant (RRC®)
Colleen Derrick, CFP®, CIM, FMA
Financial Planning Specialist
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.
In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.
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.
Chris Martin, CPA, CA
With over 20 years of experience as a Partner at an accounting firm, Chris brings extensive expertise in supporting small businesses and individuals. Throughout his career, Chris has provided strategic advice in areas such as business planning, tax optimization, and financial management, helping clients build sustainable financial success. Chris is passionate and dedicated to helping clients achieve their personal and professional goals through practical, tailored strategies. His deep understanding of both business and personal finance enables him to provide comprehensive guidance in areas such as retirement planning, tax planning, cash flow management, estate planning, and business. Chris is a highly accredited professional, holding the Chartered Business Valuator (CBV) and the Chartered Professional Accountant (CPA,CA). He also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, Waterloo.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Wasiq Saiyid, CFP, RRC
As a Senior Private banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
Once I understand my client’s goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private banking team, so they can get on with living their life without worrying about their finances.
- With CIBC since 2004
- Certified Financial Planner (CFP®)
- Registered Retirement Consultant (RRC®)
Colleen Derrick, CFP®, CIM, FMA
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.
In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.