Kyle Procter, CFP
Tel:
(905) 721-4140Email:
Kyle.Procter@cibc.comKyle has been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals since 2000. His commitment to continuous education, has earned him the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.
As a CIBC Wood Gundy Investment Advisor, Kyle can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Bernard Ho, CFP, CIM
Tel:
(416) 229-3350Tel:
(905) 721-4143Email:
bernard.ho@cibc.comBernard has been in the financial services industry since 2008. He works closely with Kyle in advising clients and helping in the management of investment portfolios. Bernard holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Tara Phillips
Tel:
(905) 721-4156Email:
tara.phillips@cibc.comTara has over 20 years of experience in the financial industry and in dealing with affluent clients. She is adept at handling any and all inquiries, from administrative issues to the trading of securities. Tara has many qualifications which including her Canadian Securities Course (CSC) and Mutual Funds license.
Kyle Procter, CFP
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Kyle has been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals since 2000. His commitment to continuous education, has earned him the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council.
As a CIBC Wood Gundy Investment Advisor, Kyle can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Bernard Ho, CFP, CIM
Associate Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Bernard has been in the financial services industry since 2008. He works closely with Kyle in advising clients and helping in the management of investment portfolios. Bernard holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Tara Phillips
Administrative Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Tara has over 20 years of experience in the financial industry and in dealing with affluent clients. She is adept at handling any and all inquiries, from administrative issues to the trading of securities. Tara has many qualifications which including her Canadian Securities Course (CSC) and Mutual Funds license.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Doug Gleed, CLU, CFP, CH.F.C.
Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Doug Gleed, CLU, CFP, CH.F.C.
Estate Planning Specialist
Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.
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.