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

Joel Bumanis

  • Life Events
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    • How We Do It - Framework
    • Adding Value
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  • Who We Help
    • Dealing with Retirement
    • Becoming a Beneficiary
    • Women in Charge
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  • Contact Us

Who We Are

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0499
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Who We Are

Joel Bumanis

Investment Advisor
(403) 260-0499
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joel.bumanis@cibc.ca
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Joel has been in the Financial Services industry for over 20 years, the past 17 with CIBC Wood Gundy. He holds the Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations. Born and raised in Calgary, Joel and family keep active with martial arts, golfing and hiking.

 

Meet our Partners

 
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Nicola Klaver

Nicola Klaver, CFP

Financial Planning Specialist

Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Nicola Klaver

Nicola Klaver, CFP

Financial Planning Specialist
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Nicola has been a Certified Financial Planner for over 15 years and has held various positions in financial and estate planning. Nicola uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist , her goal is to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding your unique situation.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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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.