Jingmin (Jason) Jia
Jingmin (Jason) Jia delivers comprehensive financial strategies that bring clarity and confidence to complex wealth management decisions. Offering services in English, Cantonese, and Mandarin; he combines deep market insight with a disciplined, personalized approach, to craft tailored solutions that help preserve and grow capital through every stage of a client’s financial journey.
Jason is a highly accredited financial professional, holding the CERTIFIED FINANCIAL PLANNER ®, Personal Financial Planner (PFP ®), and Chartered Investment Manager (CIM ®) designations. He is also a Fellow of the Canadian Securities Institute (FCSI ®), one of the highest honours in Canadian financial services.
He holds a Bachelor of Business Studies in Finance and a Postgraduate Diploma with Distinction from Massey University in New Zealand, where he received the Pearson Education First Prize for Investment Analysis.
Lex Creighton
Lex keeps our operations running seamlessly, bringing sharp business acumen and a high-caliber drive to every client interaction. From managing account logistics to refining daily workflows, she ensures our team delivers a tailored client experience so that Jason can stay focused on what matters most: growing and protecting your wealth.
Lex brings a strong academic background built at Wilfrid Laurier University, and further developed with the University of British Columbia's Sauder School of Business. Proficient in spoken English and Cantonese, her blend of strategic insight and warm, clear communication makes her a central pillar of our team and a primary, trusted resource for our clients.
Nos partenaires
Nous travaillons en partenariat avec des experts de la Banque CIBC pour vous aider à répondre à tous vos besoins en matière de patrimoine.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Benjamin Tal
Économiste en chef adjoint, CIBC
Benjamin Tal est responsable de l'analyse de l'évolution de l'économie et de ses répercussions sur les marchés des titres à revenu fixe, des actions, des changes et des produits de base en Amérique du Nord. Il agit également à titre de conseiller auprès des dirigeants du secteur bancaire dans les domaines de la gestion de patrimoine, du risque et du crédit aux ménages et aux entreprises. Benjamin est souvent invité à titre de commentateur par les médias canadiens et américains.
Jamie Golombek, CPA, CA, CFP, TEP, FCPA
Spécialiste de la planification successorale
À titre de fiscaliste de la Banque CIBC, M. Golombek appuie les conseillers en placement CIBC Wood Gundy dans la prestation de services intégrés de planification des placements et de solutions-conseils à nos clients à valeur nette élevée. M. Golombek est fréquemment mentionné dans les médias canadiens et il rédige une chronique hebdomadaire intitulée Tax Expert pour le journal National Post.
Anne-Marie Isaacson, CLU, CHS
Senior Estate Planning Specialist
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
Tolou Mahani, JD, LL.M., TEP
Senior Trust and Estate Consultant
CIBC Trust Corporation
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Tolou is fluent in English and Farsi.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
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. He has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program. He is currently a member of the Estate Planning Council of Canada and the Canadian Tax Foundation.
Jessica Wang, CFP®, TEP
Financial Planning Specialist
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Benjamin Tal
Benjamin Tal est responsable de l'analyse de l'évolution de l'économie et de ses répercussions sur les marchés des titres à revenu fixe, des actions, des changes et des produits de base en Amérique du Nord. Il agit également à titre de conseiller auprès des dirigeants du secteur bancaire dans les domaines de la gestion de patrimoine, du risque et du crédit aux ménages et aux entreprises. Benjamin est souvent invité à titre de commentateur par les médias canadiens et américains.
Jamie Golombek, CPA, CA, CFP, TEP, FCPA
À titre de fiscaliste de la Banque CIBC, M. Golombek appuie les conseillers en placement CIBC Wood Gundy dans la prestation de services intégrés de planification des placements et de solutions-conseils à nos clients à valeur nette élevée. M. Golombek est fréquemment mentionné dans les médias canadiens et il rédige une chronique hebdomadaire intitulée Tax Expert pour le journal National Post.
Anne-Marie Isaacson, CLU, CHS
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
Tolou Mahani, JD, LL.M., TEP
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most. Tolou is fluent in English and Farsi.
David Duong, CPA, CMA, CIM, CLU
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. He has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program. He is currently a member of the Estate Planning Council of Canada and the Canadian Tax Foundation.
Jessica Wang, CFP®, TEP
My career in Financial Services spans over 20 years. Understanding diverse family needs and integrating taxation and estate planning into every financial strategy for wealth plans are where my true passion lies. I emphasize an open, honest discovery process to uncover what truly matters to clients, allowing me to develop personalized solutions. Earning my TEP and CFP designations, I am equipped to handle complex planning scenarios with confidence. My dedication to continuous learning and knowledge sharing sets me apart