Shawn Jerusalim, CIM
Tel:
(416) 229-5564Email:
shawn.jerusalim@cibc.caAs an investment advisor, I work with my clients to understand their financial and personal goals, risk tolerance and preferences, to create customized financial plans and investment strategies. Ongoing communication, trust, and portfolio reviews as markets fluctuate, have been the foundation for lasting relationships with my clients.
I have a wealth of experience in both financial planning and accounting. For the past 20+ years I have been a member of CIBC Wood Gundy with the Jerusalim Financial Group. I am a Chartered Investment Manager (CIM) as well as a Certified Public Accountant (CPA Colorado) and these designations have allowed me to design successful investment strategies that take into account tax implications. Before this, I spent five years working in a public accounting firm specializing in small business and real estate.
My undergraduate studies include a Bachelor’s Degree in Finance & Economics from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.
My wife Jessica, and I, love to travel and spend much of our free time with our three children in the hockey rink and on the soccer fields.
Jack Jerusalim
Tel:
(416) 229-5888Email:
jack.jerusalim@cibc.caThroughout my 45+ years working in the financial services industry, my primary focus has remained the same - building long term relationships with clients by helping them achieve their goals and objectives. Together with my team and partners at CIBC we offer a complete menu of services to meet all personal financial services needs.
Staying in touch with clients has been the cornerstone to my success as well as helping clients maintain a diversified, balanced portfolio to avoid the pitfalls of short term volatility.
Barbra Venne
Tel:
(416) 229-5889Email:
barbra.venne@cibc.caI have been in the investment industry for more than 30 years. Being with CIBC since 1991 has given me the wonderful opportunity to witness our clients fulfill their financial goals and aspirations. Solid client relationships are key to creating each unique plan and finding investment opportunities that are strategic and tax efficient. In this ever-changing world, I understand a portfolio must be customized to address any income needs in a financial life while reducing portfolio risk.
Shawn Jerusalim, CIM
Senior Wealth Advisor
Associate Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.As an investment advisor, I work with my clients to understand their financial and personal goals, risk tolerance and preferences, to create customized financial plans and investment strategies. Ongoing communication, trust, and portfolio reviews as markets fluctuate, have been the foundation for lasting relationships with my clients.
I have a wealth of experience in both financial planning and accounting. For the past 20+ years I have been a member of CIBC Wood Gundy with the Jerusalim Financial Group. I am a Chartered Investment Manager (CIM) as well as a Certified Public Accountant (CPA Colorado) and these designations have allowed me to design successful investment strategies that take into account tax implications. Before this, I spent five years working in a public accounting firm specializing in small business and real estate.
My undergraduate studies include a Bachelor’s Degree in Finance & Economics from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.
My wife Jessica, and I, love to travel and spend much of our free time with our three children in the hockey rink and on the soccer fields.
Jack Jerusalim
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Throughout my 45+ years working in the financial services industry, my primary focus has remained the same - building long term relationships with clients by helping them achieve their goals and objectives. Together with my team and partners at CIBC we offer a complete menu of services to meet all personal financial services needs.
Staying in touch with clients has been the cornerstone to my success as well as helping clients maintain a diversified, balanced portfolio to avoid the pitfalls of short term volatility.
Barbra Venne
Associate Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.I have been in the investment industry for more than 30 years. Being with CIBC since 1991 has given me the wonderful opportunity to witness our clients fulfill their financial goals and aspirations. Solid client relationships are key to creating each unique plan and finding investment opportunities that are strategic and tax efficient. In this ever-changing world, I understand a portfolio must be customized to address any income needs in a financial life while reducing portfolio risk.
Nicole Napoleone
Sales Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.I joined CIBC Wood Gundy and the Jerusalim Financial Group 6 years ago after obtaining my Master’s Degree from the University of Toronto. I oversee the important details and documentation for clients and am the first call for day-to-day administration. I assist clients with their securities needs and have a strong passion for the financial industry.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Heidi Bening, CFP, RRC
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.
Michael Teng, CIM®, CFP®
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
David Duong, CPA, CMA, CIM, CLU
Email:
david.duong@cibc.comDavid enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Heidi Bening, CFP, RRC
Senior Private Banking advisor
Heidi believes it’s important to understand her clients' values, dreams and goals and to provide them with the financial stewardship to help realize them. Working closely with clients she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Heidi has been with CIBC since 2000 and is fluent in English, Punjabi and Hindi.
Michael Teng, CIM®, CFP®
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)