Jennifer Tozser
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Meet The Team
Jennifer Tozser, CFP, CFA
Investment Advisor
jennifer.tozser@cibc.ca(403) 266-0196
After graduating from the University of Western Ontario in 1996, Jennifer moved to Calgary. In 1997, she started her career in the financial services industry. In addition to completing courses offered by the Canadian Securities Institute, Jennifer has also attained the Certified Financial Planning designation in 2000 and the Chartered Financial Analyst designation in 2004. Jennifer enjoys working with clients on a long-term basis to help them achieve their personal and financial goals, the cornerstone of which is a financial plan. In her career to date, Jennifer has written more than 300 financial plans for a diverse group of clients at various stages of their life. Jennifer has been married to her husband, Oliver, for 10 years and has two children, Damon and Max.
Rumaan Fatema, B.Sc.
Investment Advisor Assistant
rumaan.fatema@cibc.ca(403) 266-0178
Rumaan has been with CIBC Wood Gundy since 2005. Her accomplishments include a Bachelor of Science degree from the University of Calgary, the Canadian Securities Course and the Conduct and Practices Handbook. Rumaan specializes in the vast administrative duties of the team and is readily available to respond to any questions or concerns.
Jane Chan-Lai, B.Comm.
Investment Advisor Assistant
jane.chan-lai@cibc.ca(403) 260-8741
After graduating from McGill University, Jane worked for another financial institution in the Stock Transfer Department. In 1988 she joined CIBC Wood Gundy and since then she has been a great resource. She holds her Canadian Securities Course, Conduct and Practices Handbook and Options. Jane is a valuable employee as her experience and knowledge are a great asset for the team.
