Taylor Moote, CFP®, CIM®, BA (Hons) Economics
Taylor has been in the financial services industry since 2011 helping clients build and grow their wealth. He earned his BA in Economics from Wilfrid Laurier University and holds the Certified Financial Planner and Chartered Investment Manager designations.
Taylor believes there is no better investment than the time spent getting to know his clients. By understanding their personal and financial goals, he is able to create a holistic wealth management plan that incorporates all aspects of their life and puts their wealth to work for their family.
When Taylor is not working with his clients, you will find him enjoying the outdoors with his wife, Stephanie, and their 2 dogs, Nala and Milo.
Lisa Ronan
Lisa joined CIBC Wood Gundy in 1987 and has been with the company for over 30 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service. Lisa is a CIRO Registered Representative and holds credentials from the Canadian Securities Institute, including the Personal Financial Planner (PFP) and Wealth Management Essential (WME) designations.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
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.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 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 personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
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.
David A. Murphy
Mortgage Advisor
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.
Indra Bharat, CFP, CIWM, FCSI, FMA
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.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 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 personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
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.
David A. Murphy
David has been a Mobile Mortgage Advisor for over 12 years, working for several prominent financial services organizations.
David and his team of 4 assistants pride themselves on advocating on behalf of their clients to get the best possible mortgage at the lowest possible rate.
David specializes in creative solutions for purchasing rental properties, helping clients build and expand their rental portfolios, purchases and first time home buyers and residential construction financing.
David is a real estate enthusiast, investor and loves to share his knowledge, successes and failures with other new & seasoned investors.