Jeffrey Gates, BA, CIM
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.
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.
Jamie Cote, MBA, CFP®, CIM
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, CFP®, RRC
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, CFP®, CIWM, FCSI, FMA
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, CFP®, CLU
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, MTI, TEP
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.