Neil Cui, MBA
Neil Cui, MBA is an Investment and Wealth Advisor at CIBC Private Wealth, specializing in advising entrepreneurs and high-net-worth families. With over 20 years of experience in private banking and wealth management, he helps clients grow, protect, and transfer wealth across generations.
Neil and team provide disciplined investment management centered on strategic asset allocation, while integrating tax planning, family trust structures, liquidity planning, and corporate wealth strategies. His work focuses on helping business owners structure their wealth efficiently, manage concentrated assets, plan for long-term financial security and create strategies around required cash flows.
Working closely with accountants, tax advisors, and estate lawyers, Neil designs coordinated wealth strategies that enhance tax efficiency, protect assets, and support intergenerational wealth transfer.
His goal is to serve as a trusted long-term advisor to entrepreneurial families, helping them navigate complex financial decisions and build sustainable wealth for future generations.
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.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Elaine Liao, CFP, CLU, CFA
Wealth Strategist
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)
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.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Elaine Liao, CFP, CLU, CFA
Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions.
As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.
Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Analyst (CFA)