Lillie Gao 高蕾, PFP
Investment Advisor
Lillie Gao (高蕾) has been in an senior advisory and planning role within CIBC in the financial services industry for over 17 years. Lillie’s main mandate is to develop effective, client objective based financial planning and advice through the use of customized investment solutions. Lillie’s functional usage of CIBC Private Wealth resources has allowed her to continue to yield an unparalleled focus on facilitating clients financial ambitions into reality. Lillie affirms the client advisor relationship with a foremost dedication to trust, integrity and accountability to aid clients with their overall financial purpose.
Lillie Gao 高蕾, PFP
Lillie Gao (高蕾) has been in an senior advisory and planning role within CIBC in the financial services industry for over 17 years. Lillie’s main mandate is to develop effective, client objective based financial planning and advice through the use of customized investment solutions. Lillie’s functional usage of CIBC Private Wealth resources has allowed her to continue to yield an unparalleled focus on facilitating clients financial ambitions into reality. Lillie affirms the client advisor relationship with a foremost dedication to trust, integrity and accountability to aid clients with their overall financial purpose.
Tony Fu 付晗宇, PFP, CIM
Tony Fu (付晗宇) has spent the last 6 years developing and structuring complex but practical financial plans for clients within CIBC. Tony continues to focus on catering to affluent individuals and families through the development and ratification of sound financial plans as clients navigate the modern day financial issues such as retirement planning, tax planning, inter generational wealth development and estate planning on top of exceptional customer service experience. Tony currently holds the dual professional designations of Chartered Investment Manager CIM and Personal Financial Planner PFP.
In his spare time, Tony loves to watch and play hockey, and has a penchant to explore and taste new culinary cuisines from different cultures around the world.
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.
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.
Manjit Dhir, BA, CFP, CLU, CHS
Estate Planning Specialist
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
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.
Manjit Dhir, BA, CFP, CLU, CHS
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.