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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Victoria

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About us

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

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Our investment advisors are some of Canada's most well educated and experienced wealth management professionals. Together with their client service support teams and partners, our advisors have the resources and expertise to help manage every aspect of their client's financial affairs while delivering an elite level of service. Our advisors take the time to listen and truly understand their client's goals and objectives and help them create a clear plan that delivers what they need. Click here for a list of our advisors.

John Onslow

District Branch Manager

(250) 388-5131
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john.onslow@cibc.com
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Carly Ley

Associate Branch Manager

(250) 361-2218
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Anna Somkuti

Branch Administrator

(250) 361-2206
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anna.somkuti@cibc.ca
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Cassandra Quan-Neville

Branch Administrator

(250) 361-2233
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Cassandra.Quan-Neville@cibc.com
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Pat Marshall

Pat Marshall, CIM, CFP

Wealth strategist

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Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans. 

Rob Parry

Rob Parry, CFP, FICB, RRC

Senior Private Banking Advisor

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A key part of Rob's role is to provide clients and their families with convenience, flexibility and peace of mind through the services and financial solutions that CIBC Private Banking offers. Once he understands clients' goals, Rob engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position clients' financial resources for today and for the future. Along with his Associate, Rob offers highly personalized, proactive attention, along with timely, professional advice.

Rhonda Yates

Rhonda Yates

Private Banking Advisor

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Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

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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.

CIBC Business Banking – We understand that successful business owners have banking needs that are different from the average Canadian. That's why you require the services of a business advisor who can offer specialized advice and expertise through a personal relationship.

CIBC Commercial Banking – CIBC is committed to partnering with some of Canada's best managed companies. Our comprehensive approach provides industry expertise, innovative ideas and strategic solutions designed to create, protect and realize stakeholder value.

CIBC Private & Retail Banking – Focuses on creating both simple and specialized financial strategies through single and multi-currency solutions to meet day-to-day banking, cash management and credit management needs of our clients.

CIBC Trust – Specializes in estate and trust planning and administration, and has been meeting the estate trusts and needs of Canadians for more than 90 years.

CIBC Wealth Advisory Services – Maintains a team of seasoned Wealth Advisors across the country with extensive expertise and accreditation in wealth planning.

CIBC Financial Planning – Financial Planning Consultants provide customized financial and investment planning expertise to CIBC clients whose investment needs require an in-depth personalized approach. They combine the expertise of its Financial Planning consultant with "best in class" solutions and investment tools to provide truly customized recommendations to meet our clients' unique financial goals.

Mid-Market Investment Banking - Offers specialized services in divestitures, acquisitions and management buyouts and raising capital for companies valued between $10 million and $100 million.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.