Leanne Mamchur, CFA, FMA
Financially successful individuals who partner with us tend to value security and simplicity.
By creating comfort in wealth management, they and the people they care about the most, are in the center of our concern. To enable this relationship, a team of experts are collaborating, adjusting and aiming for betterment to enhance many aspects of their lives.
Dedicated cooperation is key within your team of experts. The relationship is much like a trusted relative and a family connection. Our aim is to created added freedom for you to use your time for what is important to you.
I have over 20 years experience, am a trusted author on finance, a Senior Wealth Advisor, a Portfolio Manager and am part of the CIBC Family office offering to serve Canada’s most complex families. Within the family office, I works with Private Banking, Commercial, the Director of Wealth Strategies as well as our Private Client’s very own trusted external experts including their Accountants, Lawyers, Business Valuators, etc.
Continually improving my craft is important to me. I am an avid reader and in addition I hold the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) designation as well as the Financial Management Advisor (FMA) designation. In addition, I am fluently bilingual in Spanish due to an exchange to Quito, Ecuador.
Originally from northern Saskatchewan, I moved to Alberta in 1998 and have lived in Calgary since 2009 with my husband Pablo and our two daughters, Ivanna and Delia. In my free moments, I enjoy philanthropy, baking bread with my girls, traveling, snorkeling in pools, tobogganing, biking, the backcountry, art and playing the piano.
Lucio Riccio, CFP, RRC, B.B.A.
Senior Wealth Strategist
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
Amun Whig, B.Comm., CA
Managing Director, CIBC Mid-Market Investment Banking
Managing Director, Mid-Market Investment Banking
Amun’s experience includes numerous successful divestures, management-led buyouts, public and private financings and acquisition transactions in a variety of industries, including: energy services, telecommunications, aerospace, transportation, contract manufacturing, business services, consumer products and food.
Amun's investment banking experience goes back to 2004. He has spent the last 15 years specializing in private company, mid-market M&A and corporate finance transactions.
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.
Julia Garner, CFP®, CLU
Estate Planning Specialist
Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.
Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner® and Chartered Life Underwriter®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.
Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.
Lucio Riccio, CFP, RRC, B.B.A.
Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.
Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.
Amun Whig, B.Comm., CA
Managing Director, Mid-Market Investment Banking
Amun’s experience includes numerous successful divestures, management-led buyouts, public and private financings and acquisition transactions in a variety of industries, including: energy services, telecommunications, aerospace, transportation, contract manufacturing, business services, consumer products and food.
Amun's investment banking experience goes back to 2004. He has spent the last 15 years specializing in private company, mid-market M&A and corporate finance transactions.
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.