Derek S. Williamson, CIM®
Derek has been an Advisor in Wealth Management since 1993. His career at CIBC Wood Gundy has spanned more than 20 years. Derek has a BA from the University of Western Ontario and a Chartered Investment Manager designation.
Derek firmly believes in pragmatic and established methods of portfolio management to help clients meet their financial goals. As a Senior Wealth Advisor to high-net worth families and corporations, Derek uses his experience and professionalism to apply a steady hand and counsel clients to success.
Nicholas Cribb, CIM®
Nick has a diploma in Business Finance from Sheridan College. He has been in the investment industry for more than 10 years and started his role at CIBC Wood Gundy in 2016. Nick obtained the Chartered Investment Manager (CIM) designation in 2021. When Nick is not assisting Derek in helping clients meet their financial goals, he can be found playing hockey, spending time with friends and family, and enjoying his home in Georgetown, Ontario.
Jason Fernandes
Jason began his career with CIBC Personal Banking in 2021, where he built his skills providing clients with personalized banking solutions and dedicated support. In 2023, he joined CIBC Wood Gundy. His focus on being organized plays into his strengths of paying attention to detail while assuring clients of a smooth and seamless experience. Jason has a bachelor’s degree in commerce and has completed the Canadian Securities Course.
Raj Dhawan, MBA, CLU, CFP®
Financial Planning Specialist
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
Nunzio Rucchetta
Estate Planning Specialist
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Evdokiya Yakub Aga
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
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.
Lorna Low, CPA, CA, TEP
Wealth strategist
Lorna is a Chartered Accountant (CPA, CA) and Trust and Estate Practitioner (TEP) and has completed the CICA in-depth tax course. She has over 30 years’ experience as a tax specialist working exclusively with high/ultra-high net worth individuals. Lorna has a wide range of practical experience, having worked as a Tax Manager at a big 4 accounting firm, and as a Regional Tax Manager in Private Wealth Management at Canada’s largest financial institutions. Drawing on her experience, Lorna develops tailored tax and wealth strategies and solutions for high net-worth clients, estate and post mortem tax planning for Estate Executors/Trustees.
Raj Dhawan, MBA, CLU, CFP®
Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.
As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.
Nunzio Rucchetta
Nunzio believes that a solid estate plan is a key component to a comprehensive financial plan. With over years 20 experience Nunzio assists Investment Advisors and clients with the analysis of estate and insurance needs. He works with our clients to help ensure they reach their underlying goals of maximizing their wealth from a tax perspective, building a comfortable retirement and creating a legacy for future generations.
Evdokiya Yakub Aga
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.
Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
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.
Lorna Low, CPA, CA, TEP
Lorna is a Chartered Accountant (CPA, CA) and Trust and Estate Practitioner (TEP) and has completed the CICA in-depth tax course. She has over 30 years’ experience as a tax specialist working exclusively with high/ultra-high net worth individuals. Lorna has a wide range of practical experience, having worked as a Tax Manager at a big 4 accounting firm, and as a Regional Tax Manager in Private Wealth Management at Canada’s largest financial institutions. Drawing on her experience, Lorna develops tailored tax and wealth strategies and solutions for high net-worth clients, estate and post mortem tax planning for Estate Executors/Trustees.