Matthew Thuss, CFP, CIM
Investment Advisor
Portfolio Manager
Since 1998, Matthew has provided wealth management advice to individuals, families, and foundations at CIBC Wood Gundy and its predecessor firms. As a result of Matthew’s training and years focusing on families and foundations, he is able to deliver specialized products and services to affluent investors. Matthew’s commitment to understanding all aspects of his clients' financial lives, and providing all-encompassing comprehensive advice, allows his clients to enjoy their wealth with peace of mind.
Matthew lives in London, Ontario with his wife Beth and four young children. He and his family enjoy many outdoor activities including golf, skiing, and back country camping.
Matthew is actively involved in the London community, particularly with Big Brothers Big Sisters of London and King’s University College where he chairs the King’s University College Foundation, and serves as a director on The King’s University College Board.
Colleen Blundell, CFP
Associate Investment Advisor
Colleen has enjoyed much success for the past 13 years as an Associate Investment Advisor at CIBC Wood Gundy. Colleen has her Certified Financial Planner (CFP) designation and is licensed to offer insurance products regulated by the Financial Services Commission of Ontario (FSCO). Prior to joining the financial services industry, Colleen was self-employed for 15 years as owner/operator of her own retail business. Her educational background includes an accounting certification from Fanshawe College and numerous industry related courses.
Colleen’s current role is to manage client’s wealth through investment allocation, tax efficiency and a goals based focus.
Teri Barnes
Financial Associate
Teri has been providing professional investment assistance to clients of CIBC Wood Gundy for more than 20 years. A graduate of Fanshawe College, she has also completed the Canadian Securities Course, Professional Financial Planning Course and Wealth Management Essentials Course through the Canadian Securities Institute and is licensed as a Registered Representative with the Investment Industry Regulatory Organization of Canada since 2004.
Teri manages the day to day aspects of administration and regulatory compliance and ensures the client requests are handled quickly and effectively.
Lisa Lavacca
Administrative Associate
Lisa joined Thuss Investment Group in 2012, and has been with CIBC since 2007. She has worked in the financial service industry since 1999. She is a licensed investment representative, having completed the Canadian Securities Course and Conduct and Practices Handbook Course through the Canadian Securities Institute. Lisa is responsible for day-to-day account administration, trade execution, marketing, and providing timely and efficient response to client needs.
Matthew Thuss, CFP, CIM
Since 1998, Matthew has provided wealth management advice to individuals, families, and foundations at CIBC Wood Gundy and its predecessor firms. As a result of Matthew’s training and years focusing on families and foundations, he is able to deliver specialized products and services to affluent investors. Matthew’s commitment to understanding all aspects of his clients' financial lives, and providing all-encompassing comprehensive advice, allows his clients to enjoy their wealth with peace of mind.
Matthew lives in London, Ontario with his wife Beth and four young children. He and his family enjoy many outdoor activities including golf, skiing, and back country camping.
Matthew is actively involved in the London community, particularly with Big Brothers Big Sisters of London and King’s University College where he chairs the King’s University College Foundation, and serves as a director on The King’s University College Board.
Colleen Blundell, CFP
Colleen has enjoyed much success for the past 13 years as an Associate Investment Advisor at CIBC Wood Gundy. Colleen has her Certified Financial Planner (CFP) designation and is licensed to offer insurance products regulated by the Financial Services Commission of Ontario (FSCO). Prior to joining the financial services industry, Colleen was self-employed for 15 years as owner/operator of her own retail business. Her educational background includes an accounting certification from Fanshawe College and numerous industry related courses.
Colleen’s current role is to manage client’s wealth through investment allocation, tax efficiency and a goals based focus.
Teri Barnes
Teri has been providing professional investment assistance to clients of CIBC Wood Gundy for more than 20 years. A graduate of Fanshawe College, she has also completed the Canadian Securities Course, Professional Financial Planning Course and Wealth Management Essentials Course through the Canadian Securities Institute and is licensed as a Registered Representative with the Investment Industry Regulatory Organization of Canada since 2004.
Teri manages the day to day aspects of administration and regulatory compliance and ensures the client requests are handled quickly and effectively.
Lisa Lavacca
Lisa joined Thuss Investment Group in 2012, and has been with CIBC since 2007. She has worked in the financial service industry since 1999. She is a licensed investment representative, having completed the Canadian Securities Course and Conduct and Practices Handbook Course through the Canadian Securities Institute. Lisa is responsible for day-to-day account administration, trade execution, marketing, and providing timely and efficient response to client needs.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
Michael Burns, BA, CFP, CIM
Financial Planning Specialist
Michael supports our Investment Advisors in delivering comprehensive and holistic financial planning solutions to our high-net-worth clients. Developing a comprehensive financial plan requires expertise in many areas, and with 15 years of experience delivering financial planning solutions to high-net-worth clients, Michael assists clients in achieving their financial goals over time. On a personal note, Michael enjoys coaching, playing and cheering on his three sons at the hockey rink.
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.
Jamie Golombek
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.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
Michael Burns, BA, CFP, CIM
Michael supports our Investment Advisors in delivering comprehensive and holistic financial planning solutions to our high-net-worth clients. Developing a comprehensive financial plan requires expertise in many areas, and with 15 years of experience delivering financial planning solutions to high-net-worth clients, Michael assists clients in achieving their financial goals over time. On a personal note, Michael enjoys coaching, playing and cheering on his three sons at the hockey rink.
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.
Jamie Golombek
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.