Robyn Meredith, CFP®, CIM®
Welcome to my world! I hail from a small town just outside of Toronto, Ontario, where my upbringing was shaped by a pragmatic father and resilient, Irish mother. These early influences instilled in me a unique blend of practicality and tenacity that guide me in everything I do.
My first job as a paper girl began at the age of 11, and it was a transformative experience. Picture me, rising with the sun, managing my own route, and delivering the Toronto Star with unwavering dedication. It was hard work, no doubt, but what truly fueled my passion was diving headfirst into my clients’ stories and getting to know their families. Those connections taught me invaluable lessons in frugality, the real worth of a dollar and the power of long-lasting relationships.
Fast forward to today; I’m a seasoned Wealth Advisor with over 20 years of industry experience. Those core values I learned as a young paper girl still burn bright within me, fueling the immense satisfaction I find in my work. Think of me as your financial Wonder Woman, swooping in to rescue you from financial woes or quietly celebrating the milestones we've worked so hard to achieve together.
When I'm not meticulously crafting financial strategies or helping my clients realize their dreams, you'll find me fully immersed in my other career, being a mom. As a proud mom, I'm always on the lookout for time-saving and budget friendly recipes and if not lost in the pages of a captivating book, I will be fully immersed in my next adventure with my family in the bustling heart of Toronto and the wonders of our vibrant province.
Jason Fernandes
Jason began his career with CIBC Personal Banking in 2021, where he began to build skills providing clients with customized banking solutions and dedicated support. In 2023 he joined CIBC Wood Gundy and has become a pivotal member of our team. His focus on being organized plays into his strengths of paying attention to detail while assuring clients of a smooth and seamless experience. Jason has a bachelor’s degree in commerce and has completed the Canadian Securities Course.
Jason believes that investing advice should be aligned to each client’s unique needs and goals. We strive to provide suitable, realistic and tailored wealth management service by taking the time to get to know what inspires our clients.
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.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Nelley Yiu, PFP, BA
Senior Private Banking Advisor
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.
Alison Pang, MTI
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
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.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Nelley Yiu, PFP, BA
During my 22 years in the business, I've learned how important trust is in building strong relationships. I've always found helping families achieve their financial dreams to be truly rewarding. As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind through the services and financial solutions I offer. Getting to truly know you through comprehensive questions and discussions helps me to understand your financial goals. With this, I develop plans tailored to your specific needs, no matter if they involve cash management, credit management, investments or financial planning. I draw on my network of highly qualified professionals from across the CIBC Group of Companies, who have the knowledge and experience to design effective strategies and help you achieve your financial goals. Outside of work, I love swimming and enjoy travelling with my family and friends.