Our partners
We partner with CIBC experts to help address all of your wealth needs.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Heidi Bening, CFP, RRC
Senior Private Banking advisor
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Heidi Bening, CFP, RRC
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.
Geoff Booth
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.