Phil Broomes, PFP
A passionate financial advisor who has been a steadfast advocate of financial literacy for all age groups throughout his 15+ years within the sector.
Immediately following graduation in 2007 from Sheridan College with an Associate’s degree in Financial Management I set out to work in financial operation roles in large American and Canadian banks within their capital markets group. In 2013 a transition was made to an advisory role that forever changed my perspective on how integral the role of a trusted advisor plays in a client’s holistic financial plan. In terms of professional development, I hold a Personal Financial Planner (PFP®) designation as well as a Fellow of CSI (FCSI®) designation.
In my experience, a collaborative approach with clients allows me to truly understand their investment and financial planning goals. This understanding allows me to recommend a path which enables clients to successfully accomplish these goals. These clients include but are not limited to small business owners and those who are considered to be in the high net worth space who require guidance for both the personal and corporate sides of their operation.
When not spending time helping his clients protect and grow their wealth, he can be found spending time with his wife and their two children, enjoying the outdoors.
Kai Wang
Kai began his CIBC career in June 2024 after spending 1.5 years working as a client service representative for an online brokerage platform. Kai is committed to delivering an elevated level of client service with integrity and friendly professionalism. Focused and dedicated, Kai helps in all administrative aspects and his commitment to detail means that client requests and inquiries are cared for from start to finish.
Kai graduated from Wilfrid Laurier University in 2022 earning a degree in Bachelor of Business Administration, majoring in Finance with a minor in Psychology. Kai has completed level 1 of the Chartered Financial Analyst (CFA) designation and will be challenging level 2 in 2025.
Outside of work, Kai looks to motivate others to invest in their own physical health as he is training to be a power lifter.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Manjit Dhir, BA, CFP, CLU, CHS
Estate Planning Specialist
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
David A. Murphy
Mortgage Advisor
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Manjit Dhir, BA, CFP, CLU, CHS
Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.
David A. Murphy
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.