As a Portfolio Manager and Investment Advisor with over 35 years of experience in the financial services industry, Bryan specializes in financial planning for affluent individuals, institutions and charitable foundations. He ensures his clients' investment plan is geared towards their risk tolerance level, investment goals and cash flow requirements. Bryan currently manages over $1 billion in assets and is a proven leader in the delivery of exemplary client service.

Bryan has extensive experience in many of the significant cycles in the financial markets - recessions, market bubbles and meltdowns. This experience allows him to take a skillful and professional approach to decision making in the financial markets.

Bryan was appointed Branch Manager, CIBC Wood Gundy in 1988 and then Director, CIBC Wood Gundy in 1996. He is a graduate of the Richard Ivey School of Business at Western University, is a Chartered Investment Manager, and has attained level II of the Insurance and Planning Licence. 

Bryan and his wife, Andrea, are committed to making a difference in the community: Bryan sits on the Foundation Board for Hinks-Dellcrest, an organization that researches and treats children's mental health.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

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.

Victoria believes that 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. Working together with her clients she develops a financial plan that supports their values and goals, and allows them to grow and preserve their wealth. Victoria's clients greatly value this level of highly personalized attention and service.

As a Senior Trust and Estate Consultant, Jon's goal is to provide clients and their families with confidence and peace of mind regarding estate planning.

For complex estate and trust issues, Jon can draw on the expertise of his CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.

Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Jon and his team has 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.

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Analyst (CFA)

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

• Masters of Business Administration (MBA)
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)