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.
Lee Berti, BA
Senior Trust and Estate Consultant
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Shelley Forsythe, CFP, CIM, RRC
Director, Senior Wealth Strategist
Shelley provides holistic planning and consultation services to affluent families to help them make wise choices regarding their wealth. Using a discovery process developed exclusively for clients with considerable wealth, she provides a unique opportunity for clients to reflect on their values, goals and aspirations so that they can make confident choices now and in the future. Shelley will help assemble a team that will work with clients to structure solutions that best meet their goals and give them peace of mind.
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.
Lee Berti, BA
With over 25 years of experience in the trust industry, Lee works with CIBC Wood Gundy Investment Advisors to provide estate planning solutions for clients requiring professional Power of Attorney, Executor and Trustee services. CIBC Trust also offers assistance to those appointed as an attorney, executor or trustee. The CIBC Trust team of specialists have the tax, investment, estate law and administrative expertise to professionally administer powers of attorney, estates and trusts with discretion and sensitivity.
Shelley Forsythe, CFP, CIM, RRC
Shelley provides holistic planning and consultation services to affluent families to help them make wise choices regarding their wealth. Using a discovery process developed exclusively for clients with considerable wealth, she provides a unique opportunity for clients to reflect on their values, goals and aspirations so that they can make confident choices now and in the future. Shelley will help assemble a team that will work with clients to structure solutions that best meet their goals and give them peace of mind.