Sarah Murphy, CIM™
Sarah is a trusted Wealth Advisor with more than 25 years of experience at CIBC Wood Gundy. Growing up in a financially-savvy household, she was immersed in financial learning from an early age. Recognized for her strategic insight and unwavering client focus, Sarah has proudly helped clients navigate the complexities of wealth management and crafts personalized solutions that compound value over time.
Her dedication to delivering results, disciplined process, and clear communication ensures that clients feel confident, informed, and supported at every stage of their financial journey.
Connor Wood
Connor holds an Honours BA from McMaster University, specializing in Communications Studies with a minor in Innovation, an interdisciplinary program through the DeGroote School of Business and the Faculty of Engineering.
Connor is passionate about building lasting relationships with families and businesses, taking the time to understand their needs and priorities. His approach centres on clear communication, attention to detail, and a commitment to earning clients’ trust.
Outside the office, Connor is happiest spending time with family, cooking something new, capturing moments with his camera, or fishing up north.
Jack Lietaer, B.Comm (Hons)
Jack holds a Bachelor of Commerce degree from the University of Guelph, specializing in Management Economics and Finance.
He brings a strong work ethic, close attention to detail, and a genuine eagerness to continue growing within the industry. Jack is passionate about helping people find solutions to problems and values being part of a collaborative team environment. He is motivated by professional growth, delivering meaningful support, and ensuring a positive client experience.
Outside of the office, Jack enjoys spending time with friends and family, golfing, relaxing at the cottage, and taking in sporting events
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jeffrey Klompus, RRC, CFP®, CPCA
Wealth Strategist
Jeffrey is an accredited professional with over 30 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Indra Bharat, CIWM, FCSI, FMA, CFP®
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
David Coate, CA, CPA, CFP
Estate Planning Specialist
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
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.
Jeffrey Klompus, RRC, CFP®, CPCA
Jeffrey is an accredited professional with over 30 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Indra Bharat, CIWM, FCSI, FMA, CFP®
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
David Coate, CA, CPA, CFP
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
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.