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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Thuss Investment Group

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About us

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7722
Email Email us
Email Email
Telephone Number Tel

CIBC WOOD GUNDY

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Matthew Thuss, CIM

Senior Investment Advisor

Portfolio Manager

Tel:

(519) 640-7722

Email:

matthew.thuss@cibc.com

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.

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Brad Smith, CFP®, CIM

Associate Wealth Advisor

Portfolio Manager

Tel:

(519) 640-7647

Email:

Brad.Smith@CIBC.ca

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

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Colleen Blundell, CFP®

Associate Wealth Advisor

Tel:

(519) 660-3702

Email:

colleen.blundell@cibc.com

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.

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Teri Barnes

Financial Associate

Tel:

(519) 640-7741

Email:

teri.barnes@cibc.com

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.

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Lisa Lavacca

Administrative Associate

Tel:

(519) 640-7717

Email:

lisa.lavacca@cibc.com

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.

headshot

Keerthana Loganathan

Administrative Assistant

Tel:

(519) 660-3722

Email:

keerthana.loganathan@cibc.com

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

Senior Investment Advisor
Portfolio Manager
(519) 640-7722
matthew.thuss​@cibc.com

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
(519) 640-7647
Brad.Smith​@CIBC.ca

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
(519) 660-3702
colleen.blundell​@cibc.com

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
(519) 640-7741
teri.barnes​@cibc.com

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
(519) 640-7717
lisa.lavacca​@cibc.com

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
(519) 660-3722
keerthana.loganathan​@cibc.com

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.

 

CIBC Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

John Robinson

John Robinson, CFP, CLU, CH.F.C.

Estate Planning Specialist

Email:

john.robinson@cibc.ca

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

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

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

John Robinson, CFP, CLU, CH.F.C.

Estate Planning Specialist
john.robinson​@cibc.ca

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

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

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.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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