Robyn Meredith, CFP®, CIM®
I’ve been a wealth advisor for more than 20 years, and I’ve spent most of that time working in ways this industry doesn’t always reward: clear thinking, plain language, and decisions that can actually hold up in real life.
Before I invest a dollar, I require a comprehensive financial plan. Not a generic risk questionnaire. Not a sales conversation. A plan that shows what you own, what you owe, what you’re trying to do, and what it will cost to get there—so investing becomes implementation, not guesswork.
I work in three areas: women navigating divorce or widowhood, business owners and farm families planning succession, and pre-retirees who want a clear picture of what retirement really looks like. I bring a perspective shaped by a community where money was earned, not inherited.
My first job was a paper route at 11—up before dawn, responsible for my own customers, and learning quickly that trust is built by doing what you said you’d do. That’s still how I run my practice: direct conversations, transparent fees, and calls returned.
Outside of work, I’m a mom to a young son and an enthusiastic (if imperfect) home cook. I coordinate the pizza lunch for my son's school and can include the experience of ordering +600 slices of pizza every week on my resume. I read constantly, I’m usually planning our next family adventure, and I believe a good financial plan should make your life feel bigger—not smaller.
Jason Fernandes
Jason joined CIBC Wood Gundy in 20231after starting his career in CIBC Personal Banking. He holds a bachelor’s degree in commerce and has completed the Canadian Securities Course.
He’s the operational backbone of our team — organized, detail-oriented, and known for making every client interaction feel seamless. When you call our office, Jason is often your first point of contact, and he takes that seriously. If something needs to get done, he’s already on it.
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.
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.
Nelley Yiu, PFP, BA
Senior Private Banking Advisor
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Alison Pang, MTI
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
My team and I 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.
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.
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.
Nelley Yiu, PFP, BA
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Alison Pang, MTI
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
My team and I 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.