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

Gordon Wong & Irfhan Jiwani

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About us

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About 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 800 advisors in 100 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

OUR TEAM

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

Gordon Wong, CFA, CFP®, RRC

Senior Wealth Advisor

(604) 267-7120
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Gordon.Wong@CIBC.com
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Gordon holds a Bachelor of Business Administration and is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP), and a Registered Retirement Consultant (RRC).
He has a passion for skiing, playing tennis, travelling, and trying new cuisines with his family.

Irfhan Jiwani, CFA

Senior Wealth Advisor

(604) 267-7100
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Irfhan.Jiwani@CIBC.com
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Irfhan holds a Bachelor of Business Administration and is a Chartered Financial Analyst (CFA).
He loves spending time with his family and his dog, along with exploring new destinations and playing golf.

Jane Fung

Financial Associate

(604) 267-7108
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Jane.Fung@cibc.com
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Ryan Chew

Client Associate

(604) 267-7102
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Ryan.Chew@CIBC.com
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Cathy Chu

Client Associate

(604) 267-7144
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cathy.chu2@cibc.com
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Our partners

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

Jeremy Ma

Jeremy Ma, CFA, FMA

Wealth strategist
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Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Lana Catalano

Lana Catalano, MBA, CFP, CIM, RRC

Financial Planning Specialist
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Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

Jeremy Ma

Jeremy Ma, CFA, FMA

Wealth strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Jeremy has over 15 years of experience, including various roles in banking, wealth management, insurance advisory, and financial planning. He takes an in-depth approach to understand what really matters to you so that a financial plan focusing on your priorities and goals could be created.

 

In addition to an MBA degree from SFU, Jeremy has attained CFA, CFP, FMA, and TEP designations. As a Wealth Strategist, he provides comprehensive recommendations on retirement planning, tax efficiency, estate & trust planning, and succession planning.

Lana Catalano

Lana Catalano, MBA, CFP, CIM, RRC

Financial Planning Specialist

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Lana joined the financial services industry in 1993 and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, her goal is to provide clients with a comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions.

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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.