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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Smith Falconer Financial Group

  • Home
  • Our Team
  • Our Values
  • Our Process
  • Our Partners
    • Financial and Estate Planning Partners
    • Financial and Estate Planning
  • Our Insights
    • SFFG Insights
    • Videos
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  • Our Community

Financial and Estate Planning Partners

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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Financial and Estate Planning Partners

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Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Jamie Golombek

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.

Francesco Laudadio

Francesco Laudadio, RRC

Wealth Strategist

Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.

Jim Stevenson

Jim Stevenson

Estate Planning Specialist

Tel:

(416) 780-9250

Email:

Jim.Stevenson@cibc.com

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.

Meghan Meade-Flynn

Meghan Meade-Flynn, B.Comm.

Senior Private Banking Advisor

Meghan has considerable experience working with small business owners and high-net-worth individuals, providing them with the financial advice necessary to help them achieve their goals. She and her associate work closely with partners from across the CIBC Group of Companies to provide answers to our client’s immediate questions and provide recommendations on how to best position their financial resources for the future. Meghan has been with CIBC since 2010, and prior to that spent a number of years working with a boutique financial institution in Ireland where she developed her true passion for client service.

Dianne Lasrado

Dianne Lasrado, CFA, CIM

Private Banking Advisor

As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.

Alison Pang

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.

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Elaine Liao, CFP, CLU, CFA

Wealth Strategist

Tel:

(416) 880-0068

Email:

elaine.laio@cibc.com

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

 

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Analyst (CFA)

Dianne Lasrado

Dianne Lasrado, CFA, CIM

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.

Alison Pang

Alison Pang, MTI

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Elaine Liao, CFP, CLU, CFA

Wealth Strategist
(416) 880-0068
Opens in your telephone provided application.
elaine.laio​@cibc.com
Opens in your email provided application. Opens in a new tab.

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

 

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Analyst (CFA)

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Francesco Laudadio

Francesco Laudadio, RRC

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Francesco applies his knowledge and experience to assist wealthy Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Francesco takes an in-depth approach to understand your unique situation and provides formal recommendations to optimize your financial affairs with specific emphasis on tax optimization, estate and trust planning. An accredited financial professional with over 15 years' experience Francesco works with clients to facilitate a seamless implementation of recommendations.

Jim Stevenson

Jim Stevenson

Estate Planning Specialist
(416) 780-9250
Opens in your telephone provided application.
Jim.Stevenson​@cibc.com
Opens in your email provided application. Opens in a new tab.

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.

Meghan Meade-Flynn

Meghan Meade-Flynn, B.Comm.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Meghan has considerable experience working with small business owners and high-net-worth individuals, providing them with the financial advice necessary to help them achieve their goals. She and her associate work closely with partners from across the CIBC Group of Companies to provide answers to our client’s immediate questions and provide recommendations on how to best position their financial resources for the future. Meghan has been with CIBC since 2010, and prior to that spent a number of years working with a boutique financial institution in Ireland where she developed her true passion for client service.

Dianne Lasrado

Dianne Lasrado, CFA, CIM

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Private Banking Advisor, Dianne believes it is important to understand her clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them. She works closely with colleagues from across the CIBC Group of Companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future. With CIBC since 2004, Dianne's clients greatly value this level of highly personalized attention and service.

 
 
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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.