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Ley Wealth Management

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About Ley Wealth Management

Address 72 King Street West Suite 302 Cobourg ON, K9A 2M3
Telephone Number (905) 372-5330
Email Email us
Email Email
Telephone Number Tel

About Ley Wealth Management

Our experienced and professional team are dedicated to assisting our clients with all of your wealth management needs. We have a responsive, transparent and forward thinking approach. Financial success is achieved with a robust, comprehensive plan and the advice and guidance of an excellent team.

 

We are committed to:

 

•Building deep and lasting client relationships

•Listening to and understanding the needs and objectives of our clients

•Protecting, guiding and inspiring our clients to help them reach their goals

 
Previous Next
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Gordon Ley, CIM

Senior Wealth Advisor

Tel:

(905) 372-5330

Email:

gord.ley@cibc.ca

Gordon Ley has over 35 years of invaluable experience in the industry, having begun his investment career in 1986. He holds numerous credentials including the Chartered Investment Manager (CIM®) designation.

Gord is passionate about helping clients reach their financial goals and achieve a genuine sense of freedom and security that reaches beyond money. He enjoys a strong personal bond with his clients and is honoured to often be invited to weddings, anniversaries, and other important life events.

Gord’s involvement in the community is extremely important to him and his family. He has co-chaired several fundraising initiatives with his wife Patti, including the United Way, the Cobourg Community Centre, and the Northumberland Hospice Care Centre. He co-founded the Cobourg Hospital Foundation before it become the Northumberland Hills Hospital Foundation and co-founded and coached the Northumberland Breakers Volleyball Club. Most recently Gord helped organize a 700+ community volunteer “Orange Army” to help over 90,000 vaccinations in Northumberland Mass Vaccination Clinics.

Gord and Patti have been married for 40 years and have two sons and two daughters.

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Lynn Agueci

Associate Wealth Advisor

Tel:

(905) 372-7490

Email:

lynn.agueci@cibc.ca

Lynn Agueci has over 30 years of experience in the investment industry. For more than 25 years, Lynn has been an invaluable resource for our team. As Gord's right-hand person, she is often the first point of contact for our clients.

Lynn's above-and-beyond the call of duty attitude is unmatched. She ensures the overall management of the office, organizes and manages client meetings, prepares internal and external communications, and finds answers to our clients' inquiries.

She is a mother of two, and a grandmother to twin boys. Lynn married to Joe for 44 years and in their spare time they like to travel. Lynn is continually seeking new ways to achieve more while maintaining an extraordinary quality of life.

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Jaclyn Agueci

Associate Wealth Advisor

Tel:

(905) 372-3597

Email:

Jaclyn.Agueci@cibc.com

Jaclyn Agueci joined the firm in 2021 after a successful career as both a legal assistant and project manager at Rogers Communications Inc. A graduate of Carleton University, she received her Bachelor of Arts with a minor in law and recently achieved her Registered Representative as a CIRO registrant. Jaclyn supports the various needs of our team, including marketing, communications and client service.

Jaclyn returned to work and to Northumberland County after becoming a mother to twin boys. Prior to joining our team, she worked for Community Care Northumberland, focused on the Ed’s House Northumberland Hospice Care Centre Campaign, where her role included donor relations, finance, fundraising and communications.

Gordon Ley, CIM

Senior Wealth Advisor
(905) 372-5330
Opens in your telephone provided application.
gord.ley​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Gordon Ley has over 35 years of invaluable experience in the industry, having begun his investment career in 1986. He holds numerous credentials including the Chartered Investment Manager (CIM®) designation.

Gord is passionate about helping clients reach their financial goals and achieve a genuine sense of freedom and security that reaches beyond money. He enjoys a strong personal bond with his clients and is honoured to often be invited to weddings, anniversaries, and other important life events.

Gord’s involvement in the community is extremely important to him and his family. He has co-chaired several fundraising initiatives with his wife Patti, including the United Way, the Cobourg Community Centre, and the Northumberland Hospice Care Centre. He co-founded the Cobourg Hospital Foundation before it become the Northumberland Hills Hospital Foundation and co-founded and coached the Northumberland Breakers Volleyball Club. Most recently Gord helped organize a 700+ community volunteer “Orange Army” to help over 90,000 vaccinations in Northumberland Mass Vaccination Clinics.

Gord and Patti have been married for 40 years and have two sons and two daughters.

Lynn Agueci

Associate Wealth Advisor
(905) 372-7490
Opens in your telephone provided application.
lynn.agueci​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Lynn Agueci has over 30 years of experience in the investment industry. For more than 25 years, Lynn has been an invaluable resource for our team. As Gord's right-hand person, she is often the first point of contact for our clients.

Lynn's above-and-beyond the call of duty attitude is unmatched. She ensures the overall management of the office, organizes and manages client meetings, prepares internal and external communications, and finds answers to our clients' inquiries.

She is a mother of two, and a grandmother to twin boys. Lynn married to Joe for 44 years and in their spare time they like to travel. Lynn is continually seeking new ways to achieve more while maintaining an extraordinary quality of life.

Jaclyn Agueci

Associate Wealth Advisor
(905) 372-3597
Opens in your telephone provided application.
Jaclyn.Agueci​@cibc.com
Opens in your email provided application. Opens in a new tab.

Jaclyn Agueci joined the firm in 2021 after a successful career as both a legal assistant and project manager at Rogers Communications Inc. A graduate of Carleton University, she received her Bachelor of Arts with a minor in law and recently achieved her Registered Representative as a CIRO registrant. Jaclyn supports the various needs of our team, including marketing, communications and client service.

Jaclyn returned to work and to Northumberland County after becoming a mother to twin boys. Prior to joining our team, she worked for Community Care Northumberland, focused on the Ed’s House Northumberland Hospice Care Centre Campaign, where her role included donor relations, finance, fundraising and communications.

 
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YOUR PARTNERS

We partner with CIBC experts to help address all of your wealth needs.

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Jamie Golombek

Managing Director Tax And Estate Planning

Email:

jamie.golombek@cibc.ca

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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Leslie Caissie

Senior Private Banking Advisor

Email:

leslie.caissie@cibc.com

As a Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and the financial solutions I offer.

 

I start by understanding the financial goals of my clients, whether in terms of cash and credit management or investments and planning to develop services customized to their unique needs.

 

My clients benefit from the access I have to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help my clients achieve their financial goals.

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Karen West-Taylor

Senior Trust And Estate Consultant

Email:

karen.west-taylor@cibc.com

As a Senior Trust & Estate Consultant I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in executing that role effectively and efficiently.

headshot

Andrew Duncan

Financial Planning Specialist

Email:

andrew.duncan@cibc.com

Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

 

With over 25 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, chartable-giving, business succession planning and tax optimization strategies.

headshot

Geoff Booth

Estate Planning Specialist

Email:

geoff.booth@cibc.com

Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.

 

Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.

 

 

Karen West-Taylor

Senior Trust And Estate Consultant
Opens in your telephone provided application.
karen.west-taylor​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a Senior Trust & Estate Consultant I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in executing that role effectively and efficiently.

Andrew Duncan

Financial Planning Specialist
Opens in your telephone provided application.
andrew.duncan​@cibc.com
Opens in your email provided application. Opens in a new tab.

Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

 

With over 25 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, chartable-giving, business succession planning and tax optimization strategies.

Geoff Booth

Estate Planning Specialist
Opens in your telephone provided application.
geoff.booth​@cibc.com
Opens in your email provided application. Opens in a new tab.

Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.

 

Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.

 

 

Jamie Golombek

Managing Director Tax And Estate Planning
Opens in your telephone provided application.
jamie.golombek​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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.

Leslie Caissie

Senior Private Banking Advisor
Opens in your telephone provided application.
leslie.caissie​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, I provide my clients with convenience, flexibility and peace of mind through the services and the financial solutions I offer.

 

I start by understanding the financial goals of my clients, whether in terms of cash and credit management or investments and planning to develop services customized to their unique needs.

 

My clients benefit from the access I have to highly qualified professionals from across the CIBC Group of Companies who have the knowledge and experience to design effective strategies to help my clients achieve their financial goals.

Karen West-Taylor

Senior Trust And Estate Consultant
Opens in your telephone provided application.
karen.west-taylor​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a Senior Trust & Estate Consultant I believe that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed.

 

We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.

 

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in executing that role effectively and efficiently.

Andrew Duncan

Financial Planning Specialist
Opens in your telephone provided application.
andrew.duncan​@cibc.com
Opens in your email provided application. Opens in a new tab.

Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

 

With over 25 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, chartable-giving, business succession planning and tax optimization strategies.

Geoff Booth

Estate Planning Specialist
Opens in your telephone provided application.
geoff.booth​@cibc.com
Opens in your email provided application. Opens in a new tab.

Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.

 

Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.

 

 

Jamie Golombek

Managing Director Tax And Estate Planning
Opens in your telephone provided application.
jamie.golombek​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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.