Financial Planning

Lucio Riccio, CFP, RRC, B.B.A.

Director of Wealth Strategies

Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.

Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.

Estate Planning & Trust

Ryan Romanko, CFP, CLU

Estate Planning Specialist

Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients objectives. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney, can require time and an understanding of investments and taxes. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Private Banking & Mid-Market Investment Banking

Gary Battams

Senior Private Banking Advisor

As a Senior Private Banking Advisor, Gary believes it is important to understand his clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once he understands his clients’ aspirations, he engages his colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Gary and his associate offer highly personalized, proactive attention, along with timely, professional and dynamic services.

Kristina Weenink, B.Comm.

Private Banking Advisor

Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.

Amun Whig, B.Comm., CA

Managing Director, CIBC Mid-Market Investment Banking

Amun’s experience includes numerous successful divestures, management-led buyouts, public and private financings and acquisition transactions in a variety of industries, including: energy services, telecommunications, aerospace, transportation, contract manufacturing, business services, consumer products and food.

Amun's investment banking experience goes back to 2004. Since then he has been specializing in private company, mid-market M&A and corporate finance transactions.

Tax & Estate Planning

Jamie Golombek

Managing Director, Tax & Estate Planning, CIBC Financial Planning & Advice

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte’s as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.