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.
Gregory Bannon, FCSI
Portfolio Manager
Investment Advisor
Gregory Bannon, CIM, CFP , FCSI, Investment Advisor, Portfolio Manager
I embrace a disciplined wealth management approach for my clients, enriched through a personal relationship. My goal is to be a coach, keeping emotions out of investment decisions and finding investment opportunities in volatile markets. Always providing integrity, trust and excellence throughout the growth of your portfolio! Let your money work for you long after you “stop working!”
Gregory has been in the financial services industry for 37 years. He holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP) designations.
Growing up on a farm and working hard ever since he could reach the tractor pedals, Greg has approached his work with intensity and respect. Opening his first brokerage account as a teenager, he made many mistakes that taught him valuable lessons on being selective and patient. Since then, he has developed a real passion for investing, discovering opportunities even during volatile markets, and always with an end game in mind of seeing his client's hard earned money protected and continuing to work for them long after they have finished working.
Greg has been happily married for 33 years and has four adult children with whom he enjoys playing tennis, volleyball and travelling as time allows. Outside of work, Greg serves on the executive committee of the Meadowvale Badminton Club and volunteers weekly as a leader with the AWANA club at his church in Oakville.
Amanda Pacheco
Financial Associate
Amanda has significant knowledge in the financial services industry with more than 25 years of experience. She is a graduate of the Finance program at Sheridan College in Oakville and is a Registered Representative with CIRO. She assists the Investment Advisor in managing existing investment portfolios and developing new business by providing service directly to clients.
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.
Gregory Bannon, FCSI
Gregory Bannon, CIM, CFP , FCSI, Investment Advisor, Portfolio Manager
I embrace a disciplined wealth management approach for my clients, enriched through a personal relationship. My goal is to be a coach, keeping emotions out of investment decisions and finding investment opportunities in volatile markets. Always providing integrity, trust and excellence throughout the growth of your portfolio! Let your money work for you long after you “stop working!”
Gregory has been in the financial services industry for 37 years. He holds the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified Financial Planner (CFP) designations.
Growing up on a farm and working hard ever since he could reach the tractor pedals, Greg has approached his work with intensity and respect. Opening his first brokerage account as a teenager, he made many mistakes that taught him valuable lessons on being selective and patient. Since then, he has developed a real passion for investing, discovering opportunities even during volatile markets, and always with an end game in mind of seeing his client's hard earned money protected and continuing to work for them long after they have finished working.
Greg has been happily married for 33 years and has four adult children with whom he enjoys playing tennis, volleyball and travelling as time allows. Outside of work, Greg serves on the executive committee of the Meadowvale Badminton Club and volunteers weekly as a leader with the AWANA club at his church in Oakville.
Amanda Pacheco
Amanda has significant knowledge in the financial services industry with more than 25 years of experience. She is a graduate of the Finance program at Sheridan College in Oakville and is a Registered Representative with CIRO. She assists the Investment Advisor in managing existing investment portfolios and developing new business by providing service directly to clients.
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.