Henry Young
With over 20 years of experience, Henry has been guiding high-net-worth individuals and professionals on how to manage their personal and corporate assets. Known for his analytical approach, he has a knack for breaking down complex financial ideas into simple, actionable steps that make sense for his clients.
Henry focuses on creating tax-efficient investment strategies to help clients grow and protect their wealth over the long term while aiming to minimize risk. His approach is guided by the belief that wealth management is a lot like living well – it requires careful planning, balance, having an eye for quality and focusing on what truly matters.
Outside of work, Henry is passionate about experimenting with ways to make healthy food taste delicious, something he jokingly calls his “cheat code” for life. It is this thoughtful, down-to-earth perspective that defines how he approaches both life and financial planning.
Sue Chakrabarti
Sue is a dedicted professional with over 10 years of experience, known for her attention to detail, strong organizational skills, and commitment to priortizing client needs. As an Adminstrative Assistant, she plays a key role in helping to ensure smooth and efficient team operations.
With extensive knowledge of investment banking and experience working alongside more than 48 advisors on an acquisitions team, Sue is highly skilled in managing client documentation while adhering to the highest compliance standards. In her career, she has worked at multiple banks, giving her valuable insights into addressing diverse financial requirements.
Sue holds a Bachelor of Commerce degree in Management Accounting and Business Administration from RV college in Mumbai, India.
Outside of work, Sue enjoys spending time with her two children, exploring cuisines from around the world and recreating them at home. She is also passionate about hiking with the family, and always seeks meaningful and memorable experiences.
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.
Jeremy Ma, CFA, FMA
Wealth strategist
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.
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.
Jeremy Ma, CFA, FMA
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.