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

Jake Brumby

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About us

Address 730 View Street 9th Floor Victoria BC, V8W 1J8
Telephone Number (250) 361-2248
Email Email us
Email Email
Telephone Number Tel

About us

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Jake Brumby

Jake Brumby, B.Comm., CFA

Senior Wealth Advisor

Portfolio Manager

Tel:

(250) 361-2228

Email:

jake.brumby@cibc.ca

Jake will be your "personal CFO" quarterbacking the entire process for you. Jake has worked in the financial industry since 1998. Prior to joining CIBC Wood Gundy, he served as the Chief Investment Officer for another financial institution. As a discretionary Portfolio Manager, Jake devotes his time to pursuing strong risk adjusted returns on investments. Jake is available to discuss investment strategies, individual positions, market updates and meet with you to review your portfolios. Jake, a Victoria native, has a diploma in finance, a Bachelor of Commerce and holds the Chartered Financial Analyst designation (CFA).

Brian Smith

Brian Smith, BA

Associate Investment Advisor

Tel:

(250) 361-2205

Email:

brian.smith@cibc.ca

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy as an Investment Advisor in 2005. While his formal background is in Business Management and Accounting, he has enjoyed successful careers in the private sector, including a wide range of real estate investment and management positions. Brian's clients have benefited from this diverse background and he continues to focus on client service and advice respecting investment, retirement and estate planning matters.

Susan Toombs

Susan Toombs

Administrative Assistant

Tel:

(250) 361-2248

Email:

Susan.Toombs@cibc.com

Sue brings to the team extensive experience in office administration and management. She handles a variety of administrative responsibilities including account documentation, withdrawals, RRIF payments, TFSA and RRSP contributions and various client requests. She is focused on developing and maintaining customer service. Sue joined the team in December of 2019 and will be able to answer or direct any administrative questions you may have.

Jake Brumby

Jake Brumby, B.Comm., CFA

Senior Wealth Advisor
Portfolio Manager
(250) 361-2228
Opens in your telephone provided application.
jake.brumby​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Jake will be your "personal CFO" quarterbacking the entire process for you. Jake has worked in the financial industry since 1998. Prior to joining CIBC Wood Gundy, he served as the Chief Investment Officer for another financial institution. As a discretionary Portfolio Manager, Jake devotes his time to pursuing strong risk adjusted returns on investments. Jake is available to discuss investment strategies, individual positions, market updates and meet with you to review your portfolios. Jake, a Victoria native, has a diploma in finance, a Bachelor of Commerce and holds the Chartered Financial Analyst designation (CFA).

Brian Smith

Brian Smith, BA

Associate Investment Advisor
(250) 361-2205
Opens in your telephone provided application.
brian.smith​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy as an Investment Advisor in 2005. While his formal background is in Business Management and Accounting, he has enjoyed successful careers in the private sector, including a wide range of real estate investment and management positions. Brian's clients have benefited from this diverse background and he continues to focus on client service and advice respecting investment, retirement and estate planning matters.

Susan Toombs

Susan Toombs

Administrative Assistant
(250) 361-2248
Opens in your telephone provided application.
Susan.Toombs​@cibc.com
Opens in your email provided application. Opens in a new tab.

Sue brings to the team extensive experience in office administration and management. She handles a variety of administrative responsibilities including account documentation, withdrawals, RRIF payments, TFSA and RRSP contributions and various client requests. She is focused on developing and maintaining customer service. Sue joined the team in December of 2019 and will be able to answer or direct any administrative questions you may have.

 

Client Service Expectations

  • We will regularly schedule in-person client meetings and phone reviews, where we will review your financial and business matters. Your customized plan will be reviewed to determine if there have been any life changes that need to be addressed.
  • We will work with other professionals, such as tax experts, legal representatives, real estate brokers and commercial and investment bankers to serve all of your needs.
  • Articles of interest and market updates will be emailed to you.
  • You will have opportunities to attend various exclusive client events and events where you can invite friends and family.

We have full disclosure on our fee structure.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.