Isaac Tamssot, CIM, FCSI, CFP®
With over 30 years of experience, Isaac specializes in strategic investment planning and wealth management for business owners, executives, retirees, and well-established families. Advice is tailored to each individual with a focus on tax-efficient investment strategies and estate planning implications. Working closely with his team and partners, Isaac is able to bring a holistic approach to your wealth management and planning needs.
Isaac holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Investment Manager (CIM®) and the Fellow, Canadian Securities Institute (FCSI®) designations.
Bruno Cunsolo
Bruno Cunsolo is a trusted Private Wealth Management professional with more than two decades of experience advising ultra-high-net-worth individuals, families, entrepreneurs, and business owners on complex financial matters. He is recognized for his expertise in wealth preservation, strategic lending, investment oversight, and integrated planning solutions tailored to the unique needs of affluent clients. Known for building strong, long-term client relationships, he takes a highly personalized approach, serving as a trusted advisor through every stage of a client’s financial journey. Prior to his current role, Bruno served as Director and Team Lead at another financial insitution, where he led a leading Private Banking teams for twelve years.
Beyond his professional responsibilities, he is a founding Board Member of Brain Cancer Canada and has served on its Board of Directors since the organization's inception in 2015. Bruno holds a Bachelor of Arts in Economics from York University.
Matthew Zavaglia, CFP®
Matthew joined CIBC in January 2021 and has 15+ years of experience in the financial industry, with over a decade spent in Wealth Management, delivering customized solutions to high-net-worth clients and their families. As a Wealth Advisor, Matthew emphasizes the importance of understanding his clients' core values, aspirations, and goals, using this insight as the cornerstone for delivering tailored financial stewardship that empowers them to achieve their unique objectives and enhance their financial future. This is accomplished through a comprehensive financial discovery process, where Matthew delves into the core pillars of wealth management—investment management, holistic financial planning, tax optimization, and risk management. Matthew has a Honours Bachelor of Arts in Economics from the University of Toronto, and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Latia Bastas, CFP®
Latia has over 30 years of experience in the financial services industry and is working towards her CERTIFIED FINANCIAL PLANNER® (CFP®) designation. She holds a Bachelor of Arts in Economics from York University.
Latia works closely with Isaac to develop customized investment solutions and plans to assist high-net-worth clients with their complex needs. She is responsible for the ongoing oversight and administration of client accounts and has a dedication to accuracy with a positive attitude that is in line with the team’s commitment to customer service excellence.
Andrew Bolsby
Andrew joined CIBC in 2017 after graduating from Wilfrid Laurier University with an Honours degree in Applied Economics and Business Management. Andrew’s work ethic, professionalism, and character has earned him the reputation of being a key contributor to our firm and led him to join our Advisory team in September 2022. As an Associate Investment Advisor, his focus is on assisting with the management of client portfolios and trade execution, while building professional relationships with our clients.
Natalina Strano, CFP®
Natalina has worked in financial services for over 15 years, is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and is insurance licensed. She holds a Honors Bachelor of Arts in Foreign Languages and Literature from the University of Toronto.
Natalina works closely with Isaac to develop customized investment solutions and financial plans to assist clients with their complex needs. She is also responsible for the ongoing oversight and administration of client accounts. Her dedication to accuracy and her positive attitude are key in upholding the team's commitment to customer service excellence.
Zuo Wang
Zuo Wang (Joyce) is a finance professional with a Master of Finance from Saint Mary's University. With six years of experience as a Client Associate, Joyce provides exceptional service and support to clients.
Joyce re-joined the Tamssot Group in May 2023, where she is responsible for research & analysis of our discretionary portfolios and assisting with client services. She can be counted on to respond quickly and thoroughly to requests and remains committed to providing efficient and timely service to our clients.
Hugo Hardinge
Hardinge is a dedicated Administrative Assistant with over 5 years of industry experience and holds a Bachelor of Business Management and Psychology from Bishop's University.
Since re-joining CIBC Wood Gundy with the Tamssot Advisory Group in March 2025, Hugo draws on his previous experience with the Professional Services Team at CIBC Private Banking, where he supported Partner's at the major leading Law and Accounting firms in the Downtown Core. Known for his responsiveness and meticulous attention to detail, Hugo ensures that client requests are addressed promptly and efficiently. His commitment to excellence and client satisfaction makes him a valuable member of our team, and he is pleased to assist with all your client service needs.
Hema Bissessar
Hema began her career in the financial services industry in 2011 while attending the University of Toronto where she earned a BA in Sociology with a specialty in Crime, Deviance and Behavior. Hema started in branch banking and moved into Private Banking where she continued to deliver an exceptional client experience. Hema joined Wealth Management to further develop her relationship and client skills. Hema’s responsibilities include day to day transactions, administration and client contact.
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.
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.
Lorna Low, CPA, CA, TEP
Wealth strategist
Lorna provides comprehensive financial planning advice and recommendations to clients, with a specific emphasis on tax efficiency, wills, and estate and trust planning. Lorna begins with a detailed and holistic discovery process, and reviews the client’s current situation to learn about the family and to understand the family’s unique goals. She then reviews existing estate and tax plans and assesses the family’s financial position. Lorna draws upon her experience and with her clients in mind, she provides comprehensive wealth planning advice and recommendations to assist clients in achieving their vision of financial security. This may involve advising clients on tax, estate, retirement, trusts, and succession planning. Above all, she aims to helps clients understand the benefits of an integrated approach to wealth management. Lorna works closely with the family's other Advisors to effectively identify and recommend appropriate strategies.
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.
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.
Jim Stevenson
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.
Lorna Low, CPA, CA, TEP
Lorna provides comprehensive financial planning advice and recommendations to clients, with a specific emphasis on tax efficiency, wills, and estate and trust planning. Lorna begins with a detailed and holistic discovery process, and reviews the client’s current situation to learn about the family and to understand the family’s unique goals. She then reviews existing estate and tax plans and assesses the family’s financial position. Lorna draws upon her experience and with her clients in mind, she provides comprehensive wealth planning advice and recommendations to assist clients in achieving their vision of financial security. This may involve advising clients on tax, estate, retirement, trusts, and succession planning. Above all, she aims to helps clients understand the benefits of an integrated approach to wealth management. Lorna works closely with the family's other Advisors to effectively identify and recommend appropriate strategies.
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.