Our team
We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.
Gordon Webster, CMT, CIM
Tel:
(416) 369-8960Email:
gordon.webster@cibc.comGordon has 25 years of experience in the investment industry with his early years spent as a bond trader in London, UK at a couple of major international banks. In 2004, he returned to Canada and after a couple years as a proprietary equity trader, moved to the advising side (2007). As a wealth advisor, he could leverage his depth of experience to assist others in meeting their financial goals.
Gordon is a Certified Financial Planner, Portfolio Manager, holds the Chartered Market Technician designation as well as being licensed in options and insurance. While he has also earned a BA (Hons) Economics from Queen’s University (Kingston, ON) and an MSc in International Securities, Investment and Banking from Reading University (Reading, UK).
Originally from North Vancouver, Gordon continues to embrace the outdoors and international adventure. In recent years, this has been hiking Kilimanjaro with his family, visiting art galleries in Europe, playing soccer, or, along with his wife, supporting their son in his water polo and sailing pursuits.
Tessa Collins-Pearce, CIM, FCSI
Tel:
(416) 369-2218Tessa and Gordon formed the Webster Collins Group, based on a common philosophy of creating custom tailored solutions for clients. Tessa made a career change to financial services after moving to Canada in 2000 and is options and insurance licensed. With an entrepreneurial background from the U.K. and training from the top financial institutions in Canada, Tessa works primarily with business owners and incorporated professionals who are considering transition/succession planning for the business, risk management and executive retirement solutions.
We offer an extensive suite of corporate solutions through various stages of business growth, from Group RRSPs and employee benefit packages to key man insurance for a growing business. Mid-stage planning includes executive retirement solutions such as IPPs and RCAs and for the maturing business, CIBC M & A can help structure a tax efficient transition. We introduce our key partners at CIBC to help business owners consider their options for both a healthy retirement lifestyle and partners in selling/transitioning their business to the next generation. We can help clients and their families with tax efficient solutions and wealth protection for each stage of business development.
Gordon Webster, CMT, CIM
Portfolio Manager
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Gordon has 25 years of experience in the investment industry with his early years spent as a bond trader in London, UK at a couple of major international banks. In 2004, he returned to Canada and after a couple years as a proprietary equity trader, moved to the advising side (2007). As a wealth advisor, he could leverage his depth of experience to assist others in meeting their financial goals.
Gordon is a Certified Financial Planner, Portfolio Manager, holds the Chartered Market Technician designation as well as being licensed in options and insurance. While he has also earned a BA (Hons) Economics from Queen’s University (Kingston, ON) and an MSc in International Securities, Investment and Banking from Reading University (Reading, UK).
Originally from North Vancouver, Gordon continues to embrace the outdoors and international adventure. In recent years, this has been hiking Kilimanjaro with his family, visiting art galleries in Europe, playing soccer, or, along with his wife, supporting their son in his water polo and sailing pursuits.
Tessa Collins-Pearce, CIM, FCSI
Portfolio Manager
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Tessa and Gordon formed the Webster Collins Group, based on a common philosophy of creating custom tailored solutions for clients. Tessa made a career change to financial services after moving to Canada in 2000 and is options and insurance licensed. With an entrepreneurial background from the U.K. and training from the top financial institutions in Canada, Tessa works primarily with business owners and incorporated professionals who are considering transition/succession planning for the business, risk management and executive retirement solutions.
We offer an extensive suite of corporate solutions through various stages of business growth, from Group RRSPs and employee benefit packages to key man insurance for a growing business. Mid-stage planning includes executive retirement solutions such as IPPs and RCAs and for the maturing business, CIBC M & A can help structure a tax efficient transition. We introduce our key partners at CIBC to help business owners consider their options for both a healthy retirement lifestyle and partners in selling/transitioning their business to the next generation. We can help clients and their families with tax efficient solutions and wealth protection for each stage of business development.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lorna Low, CPA, CA, TEP
Lorna provides comprehensive financial planning advice and recommendations to clients, with a specific emphasis on tax efficiency, wills, and estate and trust planning. Lorna begins with a detailed and holistic discovery process, and reviews the client’s current situation to learn about the family and to understand the family’s unique goals. She then reviews existing estate and tax plans and assesses the family’s financial position. Lorna draws upon her experience and with her clients in mind, she provides comprehensive wealth planning advice and recommendations to assist clients in achieving their vision of financial security. This may involve advising clients on tax, estate, retirement, trusts, and succession planning. Above all, she aims to helps clients understand the benefits of an integrated approach to wealth management. Lorna works closely with the family's other Advisors to effectively identify and recommend appropriate strategies.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Lorna Low, CPA, CA, TEP
Wealth strategist
Lorna provides comprehensive financial planning advice and recommendations to clients, with a specific emphasis on tax efficiency, wills, and estate and trust planning. Lorna begins with a detailed and holistic discovery process, and reviews the client’s current situation to learn about the family and to understand the family’s unique goals. She then reviews existing estate and tax plans and assesses the family’s financial position. Lorna draws upon her experience and with her clients in mind, she provides comprehensive wealth planning advice and recommendations to assist clients in achieving their vision of financial security. This may involve advising clients on tax, estate, retirement, trusts, and succession planning. Above all, she aims to helps clients understand the benefits of an integrated approach to wealth management. Lorna works closely with the family's other Advisors to effectively identify and recommend appropriate strategies.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
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.