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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Lam Advisory Group

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  • Your Lam Advisory Group
    • Your Advisory Team
    • Services Available to You
    • Your Communities
    • Your ESG Investing
    • Your Market Insights
  • You Becoming Our Client

You Becoming Our Client

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8830
Email Email us
Email Email
Telephone Number Tel

CONTACT US TODAY - FAMILY AND FRIENDS WELCOME

Lily Li 李逸

Administrative Assistant

Email: Lily.Li3@cibc.com Opens in your email client
Telephone number: (416) 307-1423Opens in your telephone provided application

Esther Tse

Client Associate

Email: Esther.Tse@cibc.com Opens in your email client
Telephone number: (416) 594-7950Opens in your telephone provided application

William Ng 吳樹基

Senior Wealth Advisor, Associate Portfolio Manager

Email: William.Ng@cibc.com Opens in your email client
Telephone number: (416) 980-6976Opens in your telephone provided application

Jeff Lam 林⽴⼈

Portfolio Manager, Senior Wealth Advisor

Email: Jeff.Lam@cibc.com Opens in your email client
Telephone number: (416) 594-8830Opens in your telephone provided application
Telephone number: (647) 643-5333Opens in your telephone provided application

Helen Chen 陳卓睿

Associate Wealth Advisor

Email: Helen.Z.Chen@cibc.com Opens in your email client
Telephone number: (416) 542-4726Opens in your telephone provided application

Lynda Cho 曹秀维

Senior Wealth Advisor

Email: Lynda.cho@cibc.com Opens in your email client
Telephone number: (416) 304-1849Opens in your telephone provided application

Appo Ho 何倩明

Financial Associate

Email: appo.ho@cibc.com Opens in your email client
Telephone number: (416) 307-1458Opens in your telephone provided application

Lily Li 李逸

Administrative Assistant

Email: Lily.Li3@cibc.com Opens in your email client
Telephone number: (416) 307-1423Opens in your telephone provided application

Esther Tse

Client Associate

Email: Esther.Tse@cibc.com Opens in your email client
Telephone number: (416) 594-7950Opens in your telephone provided application
 

OUR INTEGRATED APPROACH FOR YOUR WEALTH

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Investment Management

We work with you to navigate the markets, life events and any changes to your finances.

Wealth Strategies

Your wealth strategists are skilled at navigating opportunities to structure, preserve and optimize your wealth.

Stewardship

Your advisory team assists with some of life's most significant decisions. This includes multi-generational family wealth consultancy, financial education for younger generations, business succession and transition planning, and strategic philanthropy, foundations and legacy advisory.

Private Banking and Trust Services

Your experienced private banking team delivers services to meet your unique financial vision and strategy.

 

Learn More
 

Address

Lam Advisory Group Address
West Tower, The Bay Adelaide Centre
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-8830
Toll-free: 1 (800) 263-3803
Fax: (416) 594-7951
 

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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.