My Team
Moira Tasker, FMA, FCSI
Betty Lam
Moira Tasker, FMA, FCSI
Betty Lam
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Geoffrey So, FMA, FCSI
Financial Planning Specialist
Geoffrey has been in the financial services industry for over 30 years, and specialized in financial planning for over 25 years. Geoffrey believes in a holistic and comprehensive approach to financial planning. Geoffrey has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
As a Financial Planning Specialist, Geoffrey will work with you and your Investment Advisor to help develop a comprehensive financial plan that can help you achieve your financial objectives.
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.
Geoffrey So, FMA, FCSI
Geoffrey has been in the financial services industry for over 30 years, and specialized in financial planning for over 25 years. Geoffrey believes in a holistic and comprehensive approach to financial planning. Geoffrey has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.
As a Financial Planning Specialist, Geoffrey will work with you and your Investment Advisor to help develop a comprehensive financial plan that can help you achieve your financial objectives.
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.