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The Shim Financial Group

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Address 123 Commerce Valley Drive East Suite 100 Thornhill ON, L3T 7W8
Telephone Number (905) 762-2300
Email Email us
Email Email
Telephone Number Tel

Howard Shim, MBA, CFP, CIM, FCSI

Portfolio Manager, Senior Wealth Advisor
(905) 762-2268
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howard.shim@cibc.com
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Allan Shim

Allan Shim

Senior Associate Investment Advisor
(905) 762-2266
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allan.shim@cibc.ca
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Lisa Noonan

Client Associate
(905) 762-2267
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lisa.noonan@cibc.ca
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Elena Cheong, CIM, FMA

Financial Associate
(905) 762-2224
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elena.cheong@cibc.ca
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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 

Our Team

Allan Shim

Allan Shim

Senior Associate Investment Advisor
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Lisa Noonan

Client Associate
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Elena Cheong, CIM, FMA

Financial Associate
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Howard Shim, MBA, CFP, CIM, FCSI

Portfolio Manager
Senior Wealth Advisor
Facebook
LinkedIn
Opens in a new tab.
Allan Shim

Allan Shim

Senior Associate Investment Advisor
Opens in a new tab.

Lisa Noonan

Client Associate
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Elena Cheong, CIM, FMA

Financial Associate
Opens in a new tab.

Howard Shim, MBA, CFP, CIM, FCSI

Portfolio Manager
Senior Wealth Advisor
Facebook
LinkedIn
Opens in a new tab.
Allan Shim

Allan Shim

Senior Associate Investment Advisor
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Learn more
 

Contact us

Address

The Shim Financial Group Address
123 Commerce Valley Drive East
Suite 100
Thornhill, ON L3T 7W8
Telephone number: (905) 762-2300
Toll-free: 1 (800) 668-3800
Fax: (905) 762-2301
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.