Aaron Bauer, CFP®, CIM®, PFP, FCSI
A graduate of the Haskayne School of Business with a Bachelor of Commerce dual degree in Finance and Risk Management & Insurance, Aaron began his career in the investment industry with CIBC Wood Gundy in 2005. As a Portfolio Manager and Certified Financial Planner (CFP) and a holder of the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations, Aaron is committed to understanding his client's individual needs and circumstances to provide exceptional service and premier wealth management advice. Aaron also holds the Fellow of the Canadian Securities Institute (FCSI) designation which is reserved for a group of experienced financial services professionals who meet the highest standards for education, ethics and industry experience.
Away from the office, Aaron enjoys spending time with his wife and two daughters, traveling, playing hockey, golf, squash and tennis. Aaron volunteers as an in-class presenter for Junior Achievement, which focuses on providing programs for youth to develop financial literacy and entrepreneurial skills. In 2019, Aaron was recognized by the Lethbridge Chamber of Commerce as one of Lethbridge's Top 40 Under Forty.
Laural McDonald, CFP
The planning process includes a review of the client's goals and objectives and a summary of their current financial situation. It also addresses one or more of the following areas: capital needs, investment planning, retirement planning, education planning, estate and trust planning, and risk management needs and coverage.
Laurie Johnston, B.Comm., PFP, MTI
As a CIBC Senior Trust and Estate Consultant, Laurie's goal is to provide you and your family with confidence and peace of mind.
CIBC Trust Corporation offers services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in efficiently executing that role.
Laurie has been in the financial services industry since 1999, and with CIBC since 2012.
Jamie Golombek, CPA, CFP, CLU
Jamie Golombek is Managing Director, Tax and Estate Planning, CIBC Wealth Advisory Services, where he works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.
Mr. Golombek is quoted frequently in the national media as an expert on taxation. He writes a weekly column, "Tax Expert", in the National Post, and has appeared as a guest on CBC Newsworld and The National. He regularly appears as a personal financial expert on CTV's The Marilyn Denis Show.
Mr. Golombek received his B.Comm. from McGill University, earned his Chartered Accountant designation in Ontario and qualified as a U.S. Certified Public Accountant in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
The planning process includes a review of the client's goals and objectives and a summary of their current financial situation. It also addresses one or more of the following areas: capital needs, investment planning, retirement planning, education planning, estate and trust planning, and risk management needs and coverage.
Laurie Johnston, B.Comm., PFP, MTI
Senior Trust And Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Laurie's goal is to provide you and your family with confidence and peace of mind.
CIBC Trust Corporation offers services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others in efficiently executing that role.
Laurie has been in the financial services industry since 1999, and with CIBC since 2012.
Jamie Golombek, CPA, CFP, CLU
Managing Director Tax And Estate Planning
Jamie Golombek is Managing Director, Tax and Estate Planning, CIBC Wealth Advisory Services, where he works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.
Mr. Golombek is quoted frequently in the national media as an expert on taxation. He writes a weekly column, "Tax Expert", in the National Post, and has appeared as a guest on CBC Newsworld and The National. He regularly appears as a personal financial expert on CTV's The Marilyn Denis Show.
Mr. Golombek received his B.Comm. from McGill University, earned his Chartered Accountant designation in Ontario and qualified as a U.S. Certified Public Accountant in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
Investment Advice
Financial Planning
Estate Planning
Business Transition Planning