Karl Krokker has over two decades of experience offering customized advice and guidance to a select group of clients, on a broad range of wealth management issues. He is a trusted advisor to leading entrepreneurs, affluent families, C-suite executives, family foundations and medium-sized institutions.

Karl graduated from the University of Western Ontario, and holds numerous designations from the Canadian Securities Institute including:

• Certified International Wealth Manager (CIWM)
• Chartered Investment Manager (CIM®)
• Certified Financial Planner (CFP)

Yunfei joined the team in 2017. He is responsible for completing the day-to-day administrative tasks, while supporting the team and our clients with a high level of professionalism. Yunfei is bilingual in Mandarin and English, allowing him to provide exceptional customer service in both languages. He is versatile and detail-oriented and is responsible for ensuring your client service experience is a positive one.

Yunfei has embraced expanding his knowledge of the financial industry. Previously, he studied at the University of Toronto. He recently completed his Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) through the Canadian Securities Institute.

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

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.