Isaac Tamssot, CIM, FCSI
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 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
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
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
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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
Estate Planning Specialist
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, 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, 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.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
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 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, CPA, CA, TEP
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.