Moe Shakir, CIM®

Investment Advisor

Portfolio Manager

Moe Shakir is an Investment Advisor & Portfolio Manager, with Options license, at CIBC Private Wealth - Wood Gundy. Moe is specialized in helping high net worth clients, with a specific focus on business owners and professionals, meeting their wealth objectives.

With more than a decade of industry experience, Moe understands and appreciates the importance of strong client relations. These relationships begin with candid conversations to explore the client’s values, objectives and needs. These are the primary focus of all that we do for each client.

Moe and his team apply a comprehensive approach to wealth management, focusing on investment, tax and estate planning strategies with a primary goal of protecting and growing the business and personal wealth.

Moe holds a Chartered Investment Manager (CIM®) designation, Certificate in Advanced Investment Advice (CAIA), Certified Exit Planning Advisor (CEPA) designation, Masters in Finance (MSc Finance) and a Bachelor degree in Business Administration (BBA) with specialization in Finance.

Moe is a Board Director at Arts Etobicoke and a Professor at George Brown College.

In his minimal spare time, Moe enjoys playing tennis, traveling and jet skiing.

Nunzio Rucchetta

Estate Planning Specialist

Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to  help ensure they  reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations. 

Alison Pang, MTI

Senior Trust and Estate Consultant

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Benjamin Tal

Deputy Chief Economist, CIBC

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

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.

Iain Gallagher

Managing Director, CIBC Mid-Market Investment Banking

Managing Director, Mid-Market Investment Banking

Iain has more than 15 years of experience advising public and private companies, and private equity funds on M&A and fundraising transactions. Iain has advised clients across a wide range of sectors and industries including Niche Manufacturing (equipment, consumer goods, building materials), Business Services (healthcare, equipment rental, managed clothing) and Specialist Distribution (grocery, fuel, industrial products). Iain also brings significant cross border M&A experience.

Prior to joining CIBC, Iain worked for 4 years with the corporate finance group of an international professional services firm in Toronto. His has also held investment banking and corporate development roles residing in Ireland, the United States and the Netherlands. Iain holds a B. Sc. (Management) from Trinity College, Dublin and an MBA (First Class Hons.) from the Michael Smurfit Graduate School of Business, University College Dublin.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

• Masters of Business Administration (MBA)
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)

Richard Voss, CFA, CFP®, CIM, FEA, TEP

Director, Wealth Strategies

Richard provides ultra-high-net-worth client families structures, strategies and tools to help them perpetuate the purpose for their family, their wealth, and their legacy for generations to come. He advises families in the areas of wealth and enterprise planning including business succession, family governance and legacy planning, strategic philanthropy, and risk management. 

Richard works closely with other advisors in the family’s multidisciplinary advisory team to deliver an exceptional family office experience.With over 39 years’ experience in the financial services industry, Richard is an accredited financial practitioner who has held various positions in banking, private banking and financial planning. 

Richard holds the Canadian Investment Manager (CIM), the Certified Financial Planner (CFP), the Chartered Financial Analyst Charter, and the Trust and Estate Practioner (TEP) designations. Most recently in 2020, he achieved the Family Enterprise Advisor (FEA) designation.