James has over 30 years of experience in the financial services industry and joined CIBC Wood Gundy in January of 1998.  Previously he attained his CPA designation and worked in corporate banking, public accounting and technology industries.  James is a graduate of York University with a degree in Economics.  James is licensed as a Portfolio Manager and Investment Advisor.  He is also licensed by the Financial Services Commission of Ontario to sell insurance products.

James holds numerous industry designations including CIM® (Chartered Investment Manager) and FCSI® (Fellow of the Canadian Securities Institute). The FCSI designation is reserved solely for financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.

James is married with two boys and lives in central Toronto. In his spare time he enjoys reading, golfing and travel both domestic and foreign. James is a long term member of The Rotary Club of Toronto – Leaside Chapter and is a Paul Harris Fellow.

Moe Shakir is an Investment Advisor & Associate 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 almost 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), Masters in Finance (MSc Finance) and a Bachelor degree in Business Administration (BBA) with specialization in Finance.

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

Victoria believes that a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers. Working together with her clients she develops a financial plan that supports their values and goals, and allows them to grow and preserve their wealth. Victoria's clients greatly value this level of highly personalized attention and service.

A focused, results-oriented professional with over 15 years experience in the financial planning industry, Georgia has a strong understanding of advanced financial planning concepts for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions. Georgia is proficient in both Naviplan and FP Solutions planning software.

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®)

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Analyst (CFA)

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.

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.

Natalie believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. By fully assessing her client's needs, Natalie identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Natalie and her team 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. Natalie has been with CIBC since 2018.