Kathy Shoemaker, B.B.A., CMA, CPA
With over 30 years of experience in the financial services industry, Kathy leads the Shoemaker Team with a commitment to professionalism, integrity, and exceptional client service.
Trained as a professional accountant, Kathy specializes in developing long-term financial strategies tailored to each client’s unique goals. She is dedicated to continuous improvement and has built a team of caring, knowledgeable professionals who share her passion for excellence.
Outside the office, Kathy enjoys spending time with her family and staying active in her community.
Michelle Simoneau, B.Comm.
Michelle has been a vital member of the Shoemaker Team since 2000 and brings over 30 years of industry experience. A graduate of McMaster University with a Bachelor of Commerce degree, Michelle works closely with Kathy to design and implement customized financial and investment strategies for clients. She is known for her deep industry knowledge, attention to detail, and genuine dedication to helping clients achieve their goals.
Michelle values building lasting relationships and providing guidance through every stage of her clients' financial journeys. In her personal time, she enjoys spending quality time with family and friends.
Mark Shoemaker, B.Comm., MBA
Mark holds a Bachelor of Commerce and an MBA, and joined the Shoemaker Team in 2025. As an Associate Investment Advisor with the Shoemaker Team, Mark is dedicated to delivering thoughtful, personalized financial advice and building lasting client relationships.
Drawing on a disciplined, accountable mindset shaped by his athletic background, Mark ensures that every detail is carefully considered and every solution is tailored to the unique needs of each client. His client-first approach centers on listening attentively, providing clear, objective advice, and creating financial strategies that balance security and growth.
Mark is committed to making a meaningful difference for his clients, helping them feel understood and empowered to make confident decisions about their financial future. In addition to managing client relationships, Mark plays a key role in welcoming new clients to the team, ensuring a seamless and collaborative onboarding experience.
Known for his reliability and integrity, Mark strives to deliver real value and peace of mind—so clients can focus on what matters most.
Michelle Ou, B.Sc.
Michelle joined the Shoemaker Team in 2022 after graduating from the University of Toronto with an Honours Bachelor of Science degree. As an administrative assistant, she supports the team in all aspects of client service and administration, ensuring every detail is handled with care and precision. Michelle is dedicated to providing excellent, attentive service and enjoys getting to know each client and their unique needs.
Outside of work, Michelle enjoys trying new foods, travelling, and spending time with family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Ivan Gonzalez, CFP®, CHS, FCSI
Estate Planning Specialist
With over 12 years of experience in the life insurance industry, Ivan provides clients with personalized insurance solutions that align with clients’ financial goals and future aspirations.
With a hands-on approach, he works closely with clients and their key partners: investment advisors, accountants and financial planners to analyze and recommend tax-sheltered insurance solutions.
A proud graduate of the University of Toronto, Ivan holds several prestigious designations, including Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Fellow of the Canadian Securities Institute (FCSI). These credentials empower him to provide a comprehensive and holistic approach to financial planning. Helping clients navigate all aspects of their insurance and wealth management needs.
Marilyn Andrade, BA, B.Comm., MTI
Senior Trust and Estate Consultant
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team 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. Marilyn has been with CIBC since 2000.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
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.
Ivan Gonzalez, CFP®, CHS, FCSI
With over 12 years of experience in the life insurance industry, Ivan provides clients with personalized insurance solutions that align with clients’ financial goals and future aspirations.
With a hands-on approach, he works closely with clients and their key partners: investment advisors, accountants and financial planners to analyze and recommend tax-sheltered insurance solutions.
A proud graduate of the University of Toronto, Ivan holds several prestigious designations, including Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), and Fellow of the Canadian Securities Institute (FCSI). These credentials empower him to provide a comprehensive and holistic approach to financial planning. Helping clients navigate all aspects of their insurance and wealth management needs.
Marilyn Andrade, BA, B.Comm., MTI
Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.
By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
Marilyn and her team 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. Marilyn has been with CIBC since 2000.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
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.