Ron Zizman, CIM®
Portfolio Manager
Ron has been in the financial services industry since 1996 and holds a Canadian Investment Manager (CIM) designation.
Ron helps families and individuals achieve their financial goals by using sound financial strategies including a detailed financial plan that guides us in making informed decisions. With regular portfolio reviews, clear communication and our team of financial and tax planning experts Ron helps people successfully navigate the complexities of the financial tools available to them including: RRSP's, TFSA's, RESP's, Life Insurance, Mutual Funds, ETF's and Estate Planning.
Ron Zizman, CIM®
Ron has been in the financial services industry since 1996 and holds a Canadian Investment Manager (CIM) designation.
Ron helps families and individuals achieve their financial goals by using sound financial strategies including a detailed financial plan that guides us in making informed decisions. With regular portfolio reviews, clear communication and our team of financial and tax planning experts Ron helps people successfully navigate the complexities of the financial tools available to them including: RRSP's, TFSA's, RESP's, Life Insurance, Mutual Funds, ETF's and Estate Planning.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Georgia Weaver, CFP, TEP
Financial Planning Specialist
A focused, results-oriented professional with over 15 years experience in the financial planning industry, Georgia has a strong understanding of advanced financial planning concepts for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions. Georgia is proficient in both Naviplan and FP Solutions planning software.
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.
Georgia Weaver, CFP, TEP
A focused, results-oriented professional with over 15 years experience in the financial planning industry, Georgia has a strong understanding of advanced financial planning concepts for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions. Georgia is proficient in both Naviplan and FP Solutions planning software.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.