Vice President, Investment Advisor
Toll Free: (800) 267-8886
Fax: (613) 239-2917
Fraser Sutherland provides distinctive wealth management services to private clients, businesses, estates, complex trusts, professional athletes, charitable groups and non-profits. Using his due diligence process, he invests clients' capital to meet their long-term objectives while being mindful of their risk tolerances. Fraser is a graduate of Queen's University and has been advising clients on their investment portfolios since 2003. He is actively involved in the community with commitments to the CIBC Miracle Day campaign, the Sunshine Foundation of Canada,The Ottawa Boys & Girls Club and the National Capital YMCA / YWCA
LANA ROBINSON, CPWA®, CFP CIBC PRIVATE BANKING, WEALTH ADVISOR
Lana offers comprehensive financial planning to our clients and their families. Her full service approach to planning addresses areas such as Estate, Tax and Retirement Planning, Wealth preservation strategies, Cross-Border issues and Philanthropy. Her objective in preparing a full plan is to address issues of immediate concern to the client (e.g., a pending business sale) and to identify issues and opportunities that the client may not be aware of, such as a U.S. Estate Tax liability or the potential to eliminate taxation on an inheritance from a relative outside Canada
ESTATE PLANNING SPECIALIST
Richard was part of the original team that launched Insurance and Estate Planning Services for CIBC Wood Gundy. From 1998 to the present time, Richard has been working as an Estate Planning Specialist in Ontario. Richard prepares customized reports for our clients focusing on Estate Analysis and Estate Tax Reduction Strategies, Insurance Solutions (Life, Disability, Critical Illness, Long Term Care, Group Benefits and Annuities) Tax Sheltered Investment Strategies and Planned Giving Strategies.
SUJATHA RAM & LYNN RYAN
Sujatha and Lynn have a combined 30 years of financial services experience and work alongside Fraser to address account administration, research and trading needs.