Patrick Ross, CFA, CFP®
Senior Wealth Advisor
Patrick started investing at age 12 with the savings from his 3 paper routes. He promptly invested in a local gold miner; a coveted company headquartered in his native Nova Scotia. Shortly thereafter the shares wiped out the bulk of his penny-a-paper proceeds. In studying what went wrong, Patrick discovered Warren Buffett and became an avid student of value investing, which he practices today with his team at CIBC Private Wealth.
Patrick studied finance at Saint Mary’s University in Halifax, Nova Scotia, earning his 4-year degree in 3 years. Patrick was a Fund Manager with the university’s student-run IMPACT Investment Fund. Upon graduation Patrick worked in mergers and acquisitions investment banking before building his practice in wealth management.
In addition to investing across global financial markets, Patrick particularly enjoys implementing tax-efficient investment strategies to help ease overall tax burdens. Patrick earned his Certified Financial Planner (CFP®) designation, and completed the Chartered Financial Analyst (CFA) Level I, Level II, and Level III examinations on his first attempt.
Yijie Tang, MBA, PFP
Senior Wealth Advisor
Yijie Tang is a Senior Wealth Advisor at CIBC Wood Gundy, specializing in providing tailored investment solutions and wealth management strategies to help clients achieve their financial goals. With a strong background in finance and a commitment to client service, Yijie works closely with individuals, families, and business owners to develop comprehensive plans that address their unique needs.
Yijie is dedicated to building long-term relationships founded on trust and transparency. She leverages her expertise in portfolio management, retirement planning, and risk assessment to deliver thoughtful recommendations and support clients in navigating complex financial decisions.
As part of the Tang Ross Wealth, Yijie collaborates with a group of experienced professionals to offer a holistic approach to wealth management. Her focus on continuous learning and staying current with market trends ensures that her clients benefit from the most effective and up-to-date strategies.
Yijie is fluent in both English and Mandarin, allowing her to serve a diverse client base. She is committed to helping clients build and preserve wealth for future generations.
Eve Ding
Client Associate
Eldon Chen
Client Associate
Kelvin Kam
Client Associate
Robert MacNiven
Client Associate
Lawrence Chu
Administrative Assistant
Anny Lao
Administrative Assistant
Wendy Tsang
Administrative Associate
Yuxing Zhou
Administrative Assistant
Ron Vexler
Administrative Assistant
Advisory board
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application.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.
Benjamin Tal
Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application.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.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Dianne Lasrado, CFA, CIM
Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application.As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.