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.
Andrew Stants
Client Associate
With over 15 years of experience in the financial services industry, Andrew brings deep experience across the board. Known for a client-centric approach, Andrew combines strong technical knowledge with strategic insight to help individuals and businesses achieve their financial goals.
In addition to specializing in insurance solutions, Andrew offers robust investment knowledge including alternative investments and a thorough understanding of commercial banking and lending.
Whether guiding clients through complex planning strategies or offering insights in structuring tailored lending solutions, Andrew delivers value through experience, integrity and results-driven advice.
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.
Andrew Stants
With over 15 years of experience in the financial services industry, Andrew brings deep experience across the board. Known for a client-centric approach, Andrew combines strong technical knowledge with strategic insight to help individuals and businesses achieve their financial goals.
In addition to specializing in insurance solutions, Andrew offers robust investment knowledge including alternative investments and a thorough understanding of commercial banking and lending.
Whether guiding clients through complex planning strategies or offering insights in structuring tailored lending solutions, Andrew delivers value through experience, integrity and results-driven advice.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Andrew Duncan, 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.
Jim Stevenson
Estate Planning Specialist
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.
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 Warden
Senior Private Banking Advisor
Your vision of wealth is achievable over time. My years of experience within the financial industry have shown me the power of proper planning and persistence. Sadly, I've personally witnessed how wealth can be lost through poor decision-making and inadequate planning. Understanding you and where you're at in your life today helps me better understand you and your family's vision for the future. I begin by listening to you. Ensuring that I understand your unique situation and needs.
Supported by our CIBC experts, my team and I provide proactive advice that is personally tailored to your family's unique needs. Working with other members of your financial advisory team, I ensure open communication and timely cooperation to help you achieve your wealth goals.
Andrew Duncan, 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.
Jim Stevenson
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.
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.