Sam Ip, BA, CIM
Sam is an Investment Advisor with CIBC Wood Gundy. He began his career as a Financial Planner in 1988 with a major investment firm in Hong Kong. He then returned to Canada as a Financial Consultant for one of the largest North American investment bank in 1994. Sam holds the designation of Chartered Investment Manager (CIM) and is a fully licensed Portfolio Manager (PM).
Having gone through multiple market cycles, Sam has a proven track record of helping his clients navigate the most difficult of market environments. He is fluent in English, Cantonese and Mandarin.
Chris Chan, CFP®
Chris is an experienced Financial planning professional and is an expert on wealth planning strategies. Over the past 28 years, Chris had worked at CIBC as Financial Planning Consultant offering comprehensive financial planning and specialized wealth planning strategies to High Net-Worth clients, including estate planning, business transition planning, tax minimization strategies, and retirement planning.
Chris decided to apply this expertise to help private clients, and joined Sam in 2023. Chris is a Certified Financial Planner (CFP).
Austin Ip, CFA, MBA
Austin is an Associate Investment Advisor with CIBC WoodGundy. He joins us from the capital markets division of a major Canadian chartered bank where he was senior credit analyst covering non-bank financial institutions. Prior to that, he worked at one of Canada's largest ETF providers as a fund structurer, and before that on the trade desk as a risk manager.
Due to his in-depth knowledge in a range of financial topics, a central part of his role in the team is to help identify opportunities to enhance client portfolios.
Austin holds a Master of Business Administration (MBA) degree from the University of Toronto, as well as multiple industry accreditations including the Chartered Financial Analyst (CFA) designation. He is fluent in English, and Cantonese.
Fiona Lui
Fiona is our team’s financial associate. At CIBC WoodGundy, regular client communication and timely service is essential. Fiona’s experience in, and knowledge of the industry allow her to maintain both strong client service and accurate records. She is fully licensed to conduct stocks, bonds and options trades, having held multiple accreditations through the Canadian Securities Institute. Fiona is fluent in English, Mandarin and Cantonese.
Jay Ip
Jay is an Administrative Assistant with CIBC Wood Gundy. He joins us from another Canadian Investment firm where he was a Business Development Manager part of the sales team.
He started his career as a Finance Manager at a major Canadian Bank. At this role, he utilized his relationship management and analytical skills to forecast growth for the Wealth Management division .
Jay graduated from the University of Waterloo with a Bachelor of Mathematics, Financial Analysis and Risk Management. He was the winner of the 2019 ASA DataFest. Currently a CFA Level 3 Candidate. He is fluent in English, and Cantonese.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
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.
Anne-Marie Isaacson, CLU, CHS
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
Geoffrey So, CFP, FMA, FCSI
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
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.
Anne-Marie Isaacson, CLU, CHS
Senior Estate Planning Specialist
Anne-Marie joined the financial planning Industry in 1997 after taking her CGA. She uses her knowledge of Corporate and personal tax to advice business owners, high net worth individuals and families on personalized, comprehensive Tax and Estate Planning strategies using life insurance.
Every business owner, family and individual is unique – if you ask enough questions you will find out what is truly important, how to help them achieve their goals now, and in the future.
Anne-Marie is dedicated to working closely with your advisor and wealth team to help transfer and protect wealth, reduce taxes and increase estate values while providing peace of mind.
Geoffrey So, CFP, FMA, FCSI
Financial Planning Specialist
Geoffrey believes in a holistic and comprehensive approach to financial planning. He has extensive experience working with our high net worth clients, both personal and corporate, to help them achieve their financial goals. Geoffrey has been in the financial services industry since 1990 and has specialized in financial planning since 1998.