Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Français
Français
  • Home Page
  • About Us
    • Our Team
    • About Wood Gundy
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Seniors
  • Partner Resource Centre
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Jeffrey Gates, BA, CIM

  • Home Page
  • About Us
    • Our Team
    • About Wood Gundy
  • Our Clients
    • Business Owners
    • Medical Professionals
    • Professionals
    • Seniors
  • Partner Resource Centre
  • Contact Us

Our Team

Address 150 Caroline Street South 3rd Floor, Waterloo ON, N2L 0A5
Telephone Number (519) 883-5319
Email Email us
Email Email
Telephone Number Tel

Meet our Team

Jeffrey Gates

Jeffrey Gates, BA, CIM

Investment Advisor
(519) 883-5319
Opens in your telephone provided application.
jeff.gates@cibc.com
Opens in your email provided application.
LinkedIn
Opens in a new tab.

Jeff's interest in managing private wealth and offering financial advice was fabricated from his Bachelor of Business Administration and Political Science degree from Brock University. Now, with over 25 years of experience in the financial services industry, as well as holding the Chartered Investment Manager (CIM®) designation, one of  the highest attainable designations in the financial services industry, he prides himself with providing comprehensive advice in areas such as: investment management, financial and retirement planning, portfolio design and tax minimization.

Jeff is also qualified to provide insurance products and advice including individual pension plans and annuities. He has made unparalleled client service and the development of comprehensive investment plans tailored to individual financial objectives the cornerstone of his business.

 

Alex Heber

Client Associate
(519) 883-5345
Opens in your telephone provided application.
alex.heber@cibc.com
Opens in your email provided application.
Opens in a new tab.
 

Julie Goode

Client Associate
(519) 883-5312
Opens in your telephone provided application.
julie.goode@cibc.ca
Opens in your email provided application.
Opens in a new tab.
 

Ahmed Bekhit

Senior Private Banking Advisor
(519) 570-2783
Opens in your telephone provided application.
ahmed.bekhit@cibc.com
Opens in your email provided application.

In a world and time where we have unlimited choices, I take pride in spending a considerable amount of time with my clients to learn what’s important to them and what vision they have for their future.

Guided by years of experience in the financial industry, I provide highly customized, holistic financial solutions for my clients that covers every aspect of their banking.

In doing so, I collaborate closely with our partners in Wealth Management and Commercial banking on a limited number of new clients every year, which allows me to provide them with a truly exceptional Private Banking experience.

 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
Jamie Cote

Jamie Cote, MBA, CFP®, CIM

Financial Planning Specialist
Opens in your telephone provided application.
jamie.cote@cibc.com
Opens in your email provided application.
Opens in a new tab.

As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM® designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

 
Jeffrey Klompus

Jeffrey Klompus, CFP®, RRC

Wealth Strategist
Opens in your telephone provided application.
jeffrey.klompus@cibc.com
Opens in your email provided application.
Opens in a new tab.

Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.

 
Indra Bharat

Indra Bharat, CFP®, CIWM, FCSI, FMA

Wealth Strategist
Opens in your telephone provided application.
indra.bharat@cibc.com
Opens in your email provided application.
Opens in a new tab.

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

 

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

 
Jordan Crampton

Jordan Crampton, CFP®, CLU

Estate Planning Specialist
Opens in your telephone provided application.
jordan.crampton@cibc.com
Opens in your email provided application.
Opens in a new tab.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

 
Lori Strong

Lori Strong, MTI, TEP

Senior Trust And Estate Consultant
Opens in your telephone provided application.
lori.strong@cibc.com
Opens in your email provided application.
Opens in a new tab.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 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.