Ron Visser, CFP®, CIM™
Approachable and personable, Ron collaborates closely with clients to discern their goals, needs, and priorities within their broader financial landscape.
Equipped with a profound grasp of financial planning, Ron leverages his CFP designation to simplify intricate financial scenarios, making them relevant for you and your family.
Beyond his professional pursuits, Ron finds joy in Formula One, having been an avid fan long before it became mainstream in North America. He revels in anything powered by an engine, indulging in the excitement of Motocross and various other powersports. He enjoys outdoor activities like waterskiing and swimming, and can often be found reading a good book, or listening to podcasts in the never ending pursuit of knowledge. Ron and his wife Robin live in Burlington, along with their two daughters.
Alex Melidoniotis, BCom
Alex Melidoniotis is an Client Associate with CIBC Private Wealth (Wood Gundy), working with Ron Visser. He has strong foundation in the financial industry gained through several institutions. Alex excels in providing administrative, reporting, and client service support.
He is very keen on building effective relationships, which enhances interactions and supports the team’s investment strategies.
Alex has graduated with a Bachelors Degree in Commerce (B.Com) from the University of Guelph. He holds the CSC®, CPH®, and is working toward his WME®. Additionally, he has earned the Financial Markets Certification (FMC®) from Yale University, USA and holds a Prompt Engineering® certification from Vanderbilt University, USA. This underscores his understanding in financial markets and in artificial intelligence.
Alex is committed to assisting Ron in delivering outstanding service and helping clients achieve their financial goals.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Yazmeen Moroz, PFP
Senior Private Banking advisor
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages 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.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
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.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Yazmeen Moroz, PFP
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages 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.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
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.