Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Sid Mokhtari, CMT
Executive Director
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Ian de Verteuil, MBA
Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Trevor Gough
Managing Director & Head, CIBC Mid-Market Investment Banking
Trevor has over 20 years of mid-market mergers & acquisition ("M&A") experience. His expertise is in the sale of privately-owned companies. Trevor has worked on behalf of many business owners to find strategic buyers or equity investors and negotiated the sale of all or a portion of the company.
These transactions have covered a wide range of sectors and industries including Manufacturing (equipment, consumer goods, concrete, food processing), Business Services (healthcare, equipment rental, telecom, testing/inspection, certification, transportation and logistics), Distribution (capital equipment, steel and fuel) and Technology (software).
Prior to joining CIBC in 2002, Trevor worked for 12 years with the corporate finance and audit groups of an international accounting and consulting firm in Canada and the U.K. and is a Chartered Accountant.
Jon Lloyd, B.Comm.
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Jon's goal is to provide clients and their families with confidence and peace of mind regarding estate planning.
For complex estate and trust issues, Jon can draw on the expertise of his CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Jon and his team has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Katie Lazier, LLB
Wealth strategist
Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.
Mark Roccatani, CFP
Executive Director & Regional Head Central Canada
Mark has been in the financial services industry for over 24 years. He has held various positions in banking, financial planning and investment management. Throughout his career, he has advised clients in many areas of financial planning including investments, retirement, tax and estate planning. In addition, Mark has held a variety of leadership roles focused on the development and training of financial advisors.
As Executive Director & Regional Head of CIBC Private Wealth Management for the GTA and Southern Ontario, he leads an integrated team of advisors, investment counsellors and trust managers who assist high-net-worth clients in growing, preserving and transitioning their wealth.
Mark has a Bachelor of Business Administration degree from York University and is a Certified Financial Planner (CFP®). Mark is part of the Mackenzie Health Foundation cabinet and is actively involved in several local chambers and represents a number of community and charitable organizations.
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Sid Mokhtari, CMT
Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Ian de Verteuil, MBA
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Trevor Gough
Trevor has over 20 years of mid-market mergers & acquisition ("M&A") experience. His expertise is in the sale of privately-owned companies. Trevor has worked on behalf of many business owners to find strategic buyers or equity investors and negotiated the sale of all or a portion of the company.
These transactions have covered a wide range of sectors and industries including Manufacturing (equipment, consumer goods, concrete, food processing), Business Services (healthcare, equipment rental, telecom, testing/inspection, certification, transportation and logistics), Distribution (capital equipment, steel and fuel) and Technology (software).
Prior to joining CIBC in 2002, Trevor worked for 12 years with the corporate finance and audit groups of an international accounting and consulting firm in Canada and the U.K. and is a Chartered Accountant.
Jon Lloyd, B.Comm.
As a Senior Trust and Estate Consultant, Jon's goal is to provide clients and their families with confidence and peace of mind regarding estate planning.
For complex estate and trust issues, Jon can draw on the expertise of his CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions and coordinate communication.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Jon and his team has the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Katie Lazier, LLB
Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.
Mark Roccatani, CFP
Mark has been in the financial services industry for over 24 years. He has held various positions in banking, financial planning and investment management. Throughout his career, he has advised clients in many areas of financial planning including investments, retirement, tax and estate planning. In addition, Mark has held a variety of leadership roles focused on the development and training of financial advisors.
As Executive Director & Regional Head of CIBC Private Wealth Management for the GTA and Southern Ontario, he leads an integrated team of advisors, investment counsellors and trust managers who assist high-net-worth clients in growing, preserving and transitioning their wealth.
Mark has a Bachelor of Business Administration degree from York University and is a Certified Financial Planner (CFP®). Mark is part of the Mackenzie Health Foundation cabinet and is actively involved in several local chambers and represents a number of community and charitable organizations.