Lisa Applegath, CIM®
Lisa started in her business to help manage money, but she quickly realized that her purpose was helping people, and really truly this is what the Applegath Group does. Lisa helps people create a vision for themselves to follow their dreams. She likes to say that she designs a life path for her clients and then she walks it...right beside them.
She founded the Applegath Group and continues to be recognized in many of the country’s leading media channels.
Today, Lisa has achieved the CIM designation, and is a Senior Wealth Advisor and Portfolio Manager.
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Tom Trimble, CIM, CIMA
As a Portfolio Manager, I specialize in synthesizing large volumes of data and conducting deep research to uncover the relationships between complex variables. This analytical approach enables a comprehensive understanding of context, which is essential for sound decision-making.
Achieving optimal outcomes requires viewing the full picture. By integrating insights from across the Life Wheel, I support better decision-making through strategic asset allocation, the evaluation of new investment opportunities, and the ongoing balancing of portfolios.
This pursuit of clarity and performance extends beyond investment strategy. The intersection of design and functionality—whether in financial instruments or engineered systems—is a consistent source of professional inspiration. Performance, precision, and focus are the underlying principles that guide my approach.
Whether managing high-stakes investment decisions or contributing to a collaborative team environment, the goal remains the same: deliver consistent, high-performance results rooted in context and insight.
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Matt Hennebury, CIM
With an economics degree from Western University, Matt began his career as a stock and options trader at a major U.S firm. However, witnessing the challenges investors faced in self-directed brokerages—where he was unable to guide them—became a turning point. He realized that true success in wealth management goes beyond numbers; it’s about helping people navigate financial decisions, family relationships, and their long-term goals with confidence.
For over a decade, Matt has been a Wealth Advisor with The Applegath Group, where he takes pride in being part of a team that prioritizes people, not just portfolios.
By fostering long-term relationships built on trust and tailored advice, Matt helps individuals and families make informed financial choices that align with their values, aspirations, and legacies. His mission is to provide clarity and peace of mind in an increasingly complex financial landscape, empowering clients to achieve their goals with confidence.
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Susy Fossati
Susy brings over 20 years of experience in marketing, event planning, and client service to TAG, where she has been a key team member since 2000. Her long-standing collaboration with Lisa and Tom spans more than 25 years, contributing to a deeply refined approach to client experience.
Known for her poise, Susy ensures every aspect of the client journey is thoughtful and polished—from events and meetings to digital strategy and communication. Her education in fine art, luxury event planning, and etiquette, including training at the Institute Villa Pierrefeu in Switzerland, gives her a unique perspective on creating meaningful, elegant experiences.
At TAG, she leads client services including marketing, events, communication, appointment coordination, and high-touch support..
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Mara Draper
Mara has been a committed professional in the industry since 2013 and is currently advancing her skills through additional industry courses. She holds a diploma in Medical Administration from Metro College of Technology and completed a continuing education program in Administration with the Toronto District School Board.
As our team’s administrator, Mara ensures smooth daily operations with precision and care. Her attention to detail
and dedication to service play a key role in delivering a seamless client experience.
She supports clients with withdrawals, deposits, annual contributions, statements, tax documents, and general account updates.
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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.
Meghan Meade-Flynn, B.Comm.
Senior Private Banking Advisor
Meghan has considerable experience working with small business owners and high-net-worth individuals, providing them with the financial advice necessary to help them achieve their goals. She and her associate work closely with partners from across the CIBC Group of Companies to provide answers to our client’s immediate questions and provide recommendations on how to best position their financial resources for the future. Meghan has been with CIBC since 2010, and prior to that spent a number of years working with a boutique financial institution in Ireland where she developed her true passion for client service.
Kerry Harris, MTI
Senior Manager, Trusts and Estates
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.
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.
Meghan Meade-Flynn, B.Comm.
Meghan has considerable experience working with small business owners and high-net-worth individuals, providing them with the financial advice necessary to help them achieve their goals. She and her associate work closely with partners from across the CIBC Group of Companies to provide answers to our client’s immediate questions and provide recommendations on how to best position their financial resources for the future. Meghan has been with CIBC since 2010, and prior to that spent a number of years working with a boutique financial institution in Ireland where she developed her true passion for client service.
Kerry Harris, MTI
Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.