Graydon Oldfield
Senior Wealth Advisor
Graydon Oldfield has worked in finance since 1999.
Graydon has a deep understanding of wealth management strategies and a passion for helping clients achieve their wealth goals. He has built a reputation for providing personalized and comprehensive financial advice to entrepreneurs, business owners and affluent families.
Prior to starting his career in finance, Graydon had a successful career with the Canadian Alpine Ski Team competing on a global basis. This valuable experience has allowed him to truly adapt to the ever-changing markets and economy and stay disciplined on his clients’ needs and goals.
Graydon is focused on empowering clients through strategic financial planning and believes a well-crafted financial roadmap is the key to helping them achieve their wealth goals. He is dedicated to providing thorough, comprehensive financial services that are uniquely tailored to each client.
When he is away from his desk, Graydon can be found spending valuable time with his family and enthusiastically supporting local community events.
Wanda Miller
Administrative Assistant
Wanda has been an integral part of our team and has served wealth management clients for more than 20 years.
Wanda brings a tremendous amount of compliance knowledge, back office experience and a deep understanding of how the industry can serve the needs of affluent clients.
As a leader of our team’s organizational hub, Wanda takes care of all client’s administrative needs, and keeps the team compliant, efficient and well organized.
Married with grown twins, Wanda prioritizes her time with family. Not one to relax, Wanda likes to stay active by walking and playing competitive pickleball.
Graydon Oldfield
Graydon Oldfield has worked in finance since 1999.
Graydon has a deep understanding of wealth management strategies and a passion for helping clients achieve their wealth goals. He has built a reputation for providing personalized and comprehensive financial advice to entrepreneurs, business owners and affluent families.
Prior to starting his career in finance, Graydon had a successful career with the Canadian Alpine Ski Team competing on a global basis. This valuable experience has allowed him to truly adapt to the ever-changing markets and economy and stay disciplined on his clients’ needs and goals.
Graydon is focused on empowering clients through strategic financial planning and believes a well-crafted financial roadmap is the key to helping them achieve their wealth goals. He is dedicated to providing thorough, comprehensive financial services that are uniquely tailored to each client.
When he is away from his desk, Graydon can be found spending valuable time with his family and enthusiastically supporting local community events.
Wanda Miller
Wanda has been an integral part of our team and has served wealth management clients for more than 20 years.
Wanda brings a tremendous amount of compliance knowledge, back office experience and a deep understanding of how the industry can serve the needs of affluent clients.
As a leader of our team’s organizational hub, Wanda takes care of all client’s administrative needs, and keeps the team compliant, efficient and well organized.
Married with grown twins, Wanda prioritizes her time with family. Not one to relax, Wanda likes to stay active by walking and playing competitive pickleball.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Andrew Duncan, CFP, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Andrew Duncan, CFP, PFP, CIM
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.