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

Brennan Financial Group

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Our Team

Our Team

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Telephone Number Tel

Peter Brennan, MBA, FCSI

Portfolio Manager, Senior Wealth Advisor

(416) 594-7518
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peter.brennan@cibc.ca
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With a track record spanning over 35 years in the Financial Services Industry, Peter is an Investment Advisor at CIBC Wood Gundy, where he joined in 1998. Holding an Undergraduate degree in Economics from the University of Western Ontario and an MBA from the Ivey School of Business, Peter’s Educational background reflects his commitment to excellence.

 

Peter’s dedication to continuous learning is evident through the numerous industry designations he has earned, including the CIM® (Chartered Investment Manager) and the FCSI (Fellow of the Canadian Securities Institute). The FCSI designation speaks to Peter’s educational accomplishments, ethical conduct, and  industry experience.

 

Trust, integrity, and client service lie at the core of Peter's investment practice. His unwavering commitment to building lasting relationships with his clients ensures that they receive top-tier service and support throughout their financial journey. With Peter as their trusted advisor, clients can rest assured that their financial goals are in capable hands

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Phil Brennan, CIM®

Associate Investment Advisor

(416) 304-0556
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Phil.Brennan@cibc.com
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Phil is a seasoned professional with 15 years of experience in the financial services industry. As a Business Economics graduate from Brock University, he has honed his expertise in the field and earned several industry designations, including the CIM® (Chartered Investment Manager).

 

Having started his career in client services at one of Canada’s major banks, Phil’s journey in the industry has been diverse and enriching. He has worked in Canadian and US institutional investment management, as well as at the executive level in the mutual fund industry, gaining valuable insights into the complexities of the market.

 

With a focus on client-centricity, Phil believes in listening attentively to his clients' needs, enabling him to provide comprehensive and tailored investment advice. His dedication to understanding investor requirements sets him apart as a trusted advisor.

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Iana Ianko, CIM®

Client Associate

(416) 861-3138
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iana.ianko@cibc.com
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Iana brings valuable experience and expertise to the team, having spent over 3 years with CIBC in retail banking before joining our ranks. In her previous role, she excelled in assisting clients with their daily banking requirements and identifying opportunities to optimize their personal banking experience.

 

With a Bachelor’s degree in Commerce and a Major in Financial Planning from Seneca College, Iana’s accomplishments are characterized by High Honors, reflecting her commitment to academic excellence.

 

Iana is a Registered Representative who has completed her CIM® (Chartered Investment Manager) and is also working toward CFP® (Certified Financial Planning) designations.

 

With Iana’s expertise and dedication on our team, clients can expect personalized and reliable client service experiences that will continue to help secure their financial futures.

Our partners

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

Victoria Ng

Victoria Ng, PFP, CFP®

Senior Private Banking Advisor

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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.

Jim Stevenson

Jim Stevenson

Estate Planning Specialist

(416) 780-9250
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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.

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Elaine Liao, CFP, CLU, CFA

Wealth Strategist

(416) 880-0068
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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)

Alison Pang

Alison Pang, MTI

Senior Trust and Estate Consultant

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As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

My team and I have 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.

Raj Dhawan.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist

(905) 510-4143
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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®)

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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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.

Crina Hodis

Crina Hodis, B.Sc., CFP

Private Banking Advisor

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Crina cares about her clients and is passionate about helping them achieve their financial goals. She starts by understanding the financial goals of our clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Her clients benefit from the access she has to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help them achieve their financial goals.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.