Richard Skeels, CIM®
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Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
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.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Kerry Harris, MTI
Senior Manager, Trusts and Estates
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
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.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Kerry Harris, MTI
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.