We partner with CIBC experts to help address all of your wealth needs.
Pat Marshall, CIM, CFP
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Rob Parry, CFP, FICB, RRC
Senior Private Banking Advisor
A key part of Rob's role is to provide clients and their families with convenience, flexibility and peace of mind through the services and financial solutions that CIBC Private Banking offers. Once he understands clients' goals, Rob engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position clients' financial resources for today and for the future. Along with his Associate, Rob offers highly personalized, proactive attention, along with timely, professional advice.
Private Banking Advisor
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her 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.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.
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.