Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About Us
  • Integrated Approach
  • Services
    • Our Services
    • Our Clients
  • Market Insights
    • Market Insights
    • Blog
  • Community
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Tamssot Advisory Group

  • Home
  • About Us
  • Integrated Approach
  • Services
    • Our Services
    • Our Clients
  • Market Insights
    • Market Insights
    • Blog
  • Community
  • Contact Us

About Us

Address Brookfield Place Suite 600 181 Bay Street Toronto ON, M5J 2T3
Telephone Number (416) 369-8172
Email Email us
Email Email
Telephone Number Tel

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
Isaac Tamssot

Isaac Tamssot, CIM, FCSI

Investment Advisor
(416) 369-8172
Opens in your telephone provided application.
isaac.tamssot@cibc.ca
Opens in your email provided application.
Opens in a new tab.

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 an 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.

 
Latia Bastas

Latia Bastas

Associate Investment Advisor
(416) 307-1356
Opens in your telephone provided application.
Latia.Bastas@CIBC.com
Opens in your email provided application.
Opens in a new tab.

Latia has over 30 years of experience in the financial services industry and is working towards her CERTIFIED FINANCIAL PLANNER® 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.

 

 

Natalina Strano, CFP

Associate Investment Advisor
(416) 369-2101
Opens in your telephone provided application.
natalina.strano@cibc.ca
Opens in your email provided application.
Opens in a new tab.

Natalina has worked in financial services for over 10 years, is a Certified Financial Planner (CFP) and licensed insurance representative. 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 (Joyce)

Zuo Wang

Client Associate
(416) 594-3159
Opens in your telephone provided application.
Zuo.Wang1@cibc.com
Opens in your email provided application.
Opens in a new tab.

Zuo Wang (Joyce) is a finance professional with a Master of Finance from Saint Mary's University. With six years of experience as sales assistant, Joyce provides exceptional services and support to clients.

Joyce re-joined the Tamssot Group in May 2023, where she works part-time and is responsible for researching, analysis 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

Administrative Assistant
(416) 307-1361
Opens in your telephone provided application.
Hugo.Hardinge1@cibc.com
Opens in your email provided application.
Opens in a new tab.

Hugo Hardinge is a dedicated Administrative Assistant with a strong academic foundation and unique industry experience.  He holds a Bachelor of Business Management and Psychology from Bishop's University.  Hugo brings several years of expertise in client support and private wealth management solutions, consistently delivering high-quality service and tailored solutions to clients.

 

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.

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust
 
Previous Next

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aram Agopian

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

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.

Lorna Low

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

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.

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.

Lorna Low

Lorna Low, CPA, CA, TEP

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

 

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

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.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 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.

Lorna Low

Lorna Low, CPA, CA, TEP

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

 

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

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.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 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.

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.