Jason Cohen, PFP
Jason Cohen leads the practice with over a decade of experience guiding families, business owners, trusts, charities, and institutions through all facets of wealth management. As an Investment Advisor and holder of the PFP® designation, Jason brings a strategic, client-first approach grounded in precision, discipline, and care.
Jason’s philosophy is simple: every client is unique. He takes the time to understand each client’s goals, values, and concerns, building tailored, holistic strategies that align with their long-term vision. His wealth planning expertise spans investment management, estate and succession planning, tax-efficient structuring, liquidity planning for corporations, and guidance through life transitions and major asset decisions.
Known for his independent perspective and trusted counsel, Jason acts as a central point of coordination, ensuring that each aspect of a client’s financial life is aligned, optimized, and forward-looking. His clients value the clarity he brings to complex challenges and the calm, considered manner in which he delivers solutions.
Jason has earned the respect of his clients and peers through his integrity, commitment, and results-driven approach. For those seeking a strategic partner who combines deep technical insight with unwavering dedication, Jason offers a level of service and care that endures, just like the wealth he helps steward.
Lucio Riccio, BA, CFP®, FEA, TEP
Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.
With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.
Benjamin Tal
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.
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.
Gary Muzzin
With over 15 years experience in the banking industry, he’s gained significant experience in lending and financial planning, which gives him the capability to understand complex credit scenarios. As a Private Banker, Gary helps clients achieve their wealth goals using personalized solutions to positively help their financial outcomes. Since 2010, Gary has gained extensive experience providing custom credit solutions to medium and large private businesses. Through this work, coupled with his background in Commercial banking, Gary brings deep financial expertise to create valuable financial strategies for clients. His educational background includes a Bachelor of Commerce degree from the Gordon S. Lang School of Business and Economics (University of Guelph).
Katie Lazier, LLB
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.
Lucio Riccio, BA, CFP®, FEA, TEP
Senior Wealth Strategist
Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.
With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.
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.
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.
Gary Muzzin
Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.With over 15 years experience in the banking industry, he’s gained significant experience in lending and financial planning, which gives him the capability to understand complex credit scenarios. As a Private Banker, Gary helps clients achieve their wealth goals using personalized solutions to positively help their financial outcomes. Since 2010, Gary has gained extensive experience providing custom credit solutions to medium and large private businesses. Through this work, coupled with his background in Commercial banking, Gary brings deep financial expertise to create valuable financial strategies for clients. His educational background includes a Bachelor of Commerce degree from the Gordon S. Lang School of Business and Economics (University of Guelph).
Katie Lazier, LLB
Wealth strategist
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.