Matthew Thuss, CIM
Senior Investment Advisor
Portfolio Manager
Since 1998, Matthew has been providing wealth management
advice to individuals, families, and foundations. He lives in
London, with his wife Beth and four young children. He is
actively involved with Big Brothers Big Sisters 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.
Brad Smith, CFP®, CIM
Associate Wealth Advisor
Portfolio Manager
A graduate of Western and a career spanning more than
30 years with CIBC, Brad’s Portfolio Manager designation
brings an element of structure to the financial plans and
allocation models used with many of our high-net-worth
clients. Brad volunteers his time and expertise to the
Investment Committee for the Children’s Health Foundation
Colleen Blundell, CFP®
Associate Wealth Advisor
Realizing much success in her transition from administration
to building client relationships, Colleen’s 16 years with CIBC
Wood Gundy and her CFP designation allow her to work
closely with many clients and develop personalized wealth
solutions for households and individuals.
Teri Barnes
Financial Associate
As a Registered Representative with IIROC since 2004,
Teri continues adding to her credentials as a Professional
in Financial Planning and Advanced Investment Strategies.
Teri is a graduate of Fanshawe College and has been providing
excellence in financial service for more than 20 years with
CIBC Wood Gundy.
Lisa Lavacca
Administrative Associate
For more than 20 years, Lisa has been exceeding clients’
expectations. As a licensed Investment Representative, she is
responsible for daily account administration, trade execution,
marketing, and team leadership. Lisa enjoys spending time
with her family, live events and travelling to new places.
Keerthana Loganathan
Administrative Assistant
A graduate of Fanshawe, Keerthana completed a program
in International Business Management and she holds a
BA in Commerce and Business Administration from SRM
University, India. She grew up in India and migrated to
Canada in 2018. Keerthana is responsible for account
documentation.
Matthew Thuss, CIM
Since 1998, Matthew has been providing wealth management
advice to individuals, families, and foundations. He lives in
London, with his wife Beth and four young children. He is
actively involved with Big Brothers Big Sisters 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.
Brad Smith, CFP®, CIM
A graduate of Western and a career spanning more than
30 years with CIBC, Brad’s Portfolio Manager designation
brings an element of structure to the financial plans and
allocation models used with many of our high-net-worth
clients. Brad volunteers his time and expertise to the
Investment Committee for the Children’s Health Foundation
Colleen Blundell, CFP®
Realizing much success in her transition from administration
to building client relationships, Colleen’s 16 years with CIBC
Wood Gundy and her CFP designation allow her to work
closely with many clients and develop personalized wealth
solutions for households and individuals.
Teri Barnes
As a Registered Representative with IIROC since 2004,
Teri continues adding to her credentials as a Professional
in Financial Planning and Advanced Investment Strategies.
Teri is a graduate of Fanshawe College and has been providing
excellence in financial service for more than 20 years with
CIBC Wood Gundy.
Lisa Lavacca
For more than 20 years, Lisa has been exceeding clients’
expectations. As a licensed Investment Representative, she is
responsible for daily account administration, trade execution,
marketing, and team leadership. Lisa enjoys spending time
with her family, live events and travelling to new places.
Keerthana Loganathan
A graduate of Fanshawe, Keerthana completed a program
in International Business Management and she holds a
BA in Commerce and Business Administration from SRM
University, India. She grew up in India and migrated to
Canada in 2018. Keerthana is responsible for account
documentation.
Our partners
We partner with CIBC experts to help address all of your wealth 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.
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, 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.
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.
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, 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.