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Winnipeg
Richardson Building, One Lombard Place
10th Floor
Winnipeg, Manitoba
R3B 3N9
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Tel: (204) 942-0311
Toll Free: +1 (800) 665-6789
Fax: (204) 943-2350

Kobar Hughes Financial Group

Portfolio Manager

B.Comm., CIM, FCSI

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Tel: (204) 946-9809
Toll Free: (866) 896-4522
Fax: (204) 943-2350
peter.kobar@cibc.ca

Kobar Hughes Financial Group

Titles & Designations

  • Portfolio Manager
  • Bachelor of Commerce
  • Canadian Investment Manager
  • Fellow of CSI

Languages Spoken

  • English

Specialties

  • Retirement & Estate Planning Services

Licensed In

  • Alberta
  • Manitoba
  • British Columbia
  • Nunavut
  • Saskatchewan
  • Ontario

Financial Management Advice and Solutions

It is our belief that a good financial plan starts with an understanding of your family's values, beliefs and goals, and to support them with a plan that points the way for future years, and across future generations. Once we understand our clients' goals, we engage our 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. Our approach to portfolio management helps ensure our clients' portfolios are well diversified and have exposure to not only a broad range of asset classes and securities, but also to a variety of investment styles and money managers from around the world.

Wood Gundy Commercial

CIBC Wood Gundy is one of Canada's leading full-service investment management firms
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Tax Planning By Jamie Golombek

Jamie Golombek, CA, CPA, CFP, CLU, TEP, is the Managing Director, Tax and Estate Planning, with CIBC Private Wealth Management. As a member of the CIBC Retail Markets team, Jamie works closely with CIBC Wood Gundy Investment Advisors and other partners within the CIBC group of companies to support our clients and deliver integrated financial planning and advisory solutions.

Jamie is a regular columnist with the National Post, Advocis' FORUM magazine, and Advisor's Edge Report, and he is often quoted in national media as an expert on personal taxation matters. Jamie also provides CIBC with reports on various tax planning topics, including TFSAs, RESPs, and trusts and estates, as well as commentary on the federal budget.

I'd be pleased to provide you with copies of tax planning Special Reports by Jamie Golombek. You can also find links to many of Jamie's articles at www.jamiegolombek.com.

Tax Planning

Curious how changes in IRS rules may affect you? Read tax expert Jamie Golombek's analysis
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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.