Jackie Han, CIM®
Senior Wealth Advisor
As a Senior Wealth Advisor, Jackie’s mandate is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundation of his business. Jackie delivers proactive advice, working closely with you to help you make key decisions about your investment portfolio that are aligned to your financial goals.
Jackie holds the Chartered Investment Manager (CIM®) designation and has completed the Derivatives Fundamentals and Options Licensing Course (DFOL). His extensive expertise and qualifications contribute to his role in developing effective strategies for your financial success. Jackie is fluent in English, Mandarin, and Cantonese.
Marina Li
Client Associate
Marina is passionate about investments and relationship management. Marina believes that the learning process never ends and maintains an enduring interest in wealth management. She holds a Bachelor of Arts (B.A.) Honors Specialization in Finance and Administration and has completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and CFA level 1 course. Marina is fluent in English and Mandarin.
In her spare time, Marina enjoys putting together puzzles and LEGO sets for a sense of accomplishment as well as a peace of mind. As a foodie, she absolutely loves exploring different restaurants and bubble tea stores.
Leslie Zhou
Client Associate
Leslie brings a background in retail banking, having previously worked as an advisor. With a deep passion for investment industry and a commitment to delivering exceptional client service, Leslie transitioned into Private Wealth to further specialize in tailored investment strategies and strengthen the bridge between retail banking and wealth management. She holds a Bachelor’s degree in Finance and Economics from the University of Toronto.
Outside of work, Leslie enjoys staying active through Pilates, tennis, badminton, and yoga. She is a dedicated learner who always seeks to grow both personally and professionally.
Jackie Han, CIM®
As a Senior Wealth Advisor, Jackie’s mandate is to help preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundation of his business. Jackie delivers proactive advice, working closely with you to help you make key decisions about your investment portfolio that are aligned to your financial goals.
Jackie holds the Chartered Investment Manager (CIM®) designation and has completed the Derivatives Fundamentals and Options Licensing Course (DFOL). His extensive expertise and qualifications contribute to his role in developing effective strategies for your financial success. Jackie is fluent in English, Mandarin, and Cantonese.
Marina Li
Marina is passionate about investments and relationship management. Marina believes that the learning process never ends and maintains an enduring interest in wealth management. She holds a Bachelor of Arts (B.A.) Honors Specialization in Finance and Administration and has completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and CFA level 1 course. Marina is fluent in English and Mandarin.
In her spare time, Marina enjoys putting together puzzles and LEGO sets for a sense of accomplishment as well as a peace of mind. As a foodie, she absolutely loves exploring different restaurants and bubble tea stores.
Leslie Zhou
Leslie brings a background in retail banking, having previously worked as an advisor. With a deep passion for investment industry and a commitment to delivering exceptional client service, Leslie transitioned into Private Wealth to further specialize in tailored investment strategies and strengthen the bridge between retail banking and wealth management. She holds a Bachelor’s degree in Finance and Economics from the University of Toronto.
Outside of work, Leslie enjoys staying active through Pilates, tennis, badminton, and yoga. She is a dedicated learner who always seeks to grow both personally and professionally.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Fred Kyriazis, CPA, CA
Estate Planning Specialist
I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.
I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.
Anthony Liang
Private Banking Advisor
My life has taught me how to adapt to changing situations and thrive in the midst of ambiguity. Born in China and raised in Vancouver, I was pushed to learn a new language, make new friends and launch my career. When I moved to Toronto, I had to rebuild again. All of this has transformed me into who I am today.
Wealth creation and preservation does not come from static planning and fixed goals, but evolves over time. Getting to know you and your family is my priority. Once I understand your unique needs, I call on my team of internal experts to provide tailored solutions and create a wealth plan to ensure you are on track to reaching your financial goals.
When I am not working, I spend time with my young daughter, witnessing every major milestone she accomplishes. I also have a huge interest in travelling with my family, learning about technology and following Formula One races.
Michael Teng, CIM®, CFP®
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
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.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Fred Kyriazis, CPA, CA
I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.
I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.
Anthony Liang
My life has taught me how to adapt to changing situations and thrive in the midst of ambiguity. Born in China and raised in Vancouver, I was pushed to learn a new language, make new friends and launch my career. When I moved to Toronto, I had to rebuild again. All of this has transformed me into who I am today.
Wealth creation and preservation does not come from static planning and fixed goals, but evolves over time. Getting to know you and your family is my priority. Once I understand your unique needs, I call on my team of internal experts to provide tailored solutions and create a wealth plan to ensure you are on track to reaching your financial goals.
When I am not working, I spend time with my young daughter, witnessing every major milestone she accomplishes. I also have a huge interest in travelling with my family, learning about technology and following Formula One races.