Laura Cameron, CIM, FCSI
Laura Cameron works closely with you and your tax professional to ensure that you get the most from your investments. There is more to building wealth than finding the right investment. It is also important that you are maximizing your after-tax return by being aware of strategies available to you personally. Sometimes, you just don't know what you don't know. Laura has developed a network of highly qualified tax professionals and accountants to guide you through your tax situation, whether straightforward or more complex.
Laura graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration in 1990. She has been with CIBC Wood Gundy for over 25 years. Laura is a Fellow of the Canadian Securities Institute (FCSI) and holds the highly-respected Chartered Investment Manager (CIM®) designation.
Natalie Warren, CIM, CFP®
Natalie works exclusively with Laura to provide support.
Natalie joined Laura Cameron’s team in September 2023 and brings with her 35 years of work experience gained in Trinidad, the United States and Canada. 20 of these years were spent working with clients in the brokerage industry in Canada.
She is responsible for assisting Laura with our clients to help them generate wealth and meet their constantly evolving needs. Natalie has a strong work ethic, attention to detail and enjoys developing relationships and building rapport with clients.
Natalie has a Bachelor of Science in Economics from the University of the West Indies. She is industry registered, insurance licensed and holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) Designations.
Natalie lives in Milton with her husband James. In her spare time, she loves to visit with family and friends, read, cycle and curl.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Indra Bharat, CFP, CIWM, FCSI, FMA
Wealth Strategist
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Yazmeen Moroz, PFP
Senior Private Banking advisor
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages 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.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
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.
Manuel Rebelo, CPCA, TEP
Director, Trust and Estate
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
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.
Indra Bharat, CFP, CIWM, FCSI, FMA
Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Yazmeen Moroz, PFP
As a CIBC Senior Private Banking Advisor, Yasmeen believes a key part of her role is to provide clients and their family with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her client’s goals, she engages 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.
Yasmeen and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services.
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.
Manuel Rebelo, CPCA, TEP
Manuel provides clients and their families with confidence and peace of mind. He and the team at CIBC Trust offer services as a professional executor, power of attorney for property or trustee. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Manuel's team has the expertise to execute or assist others to execute that role effectively and efficiently.
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.