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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

The Jackson Group

  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Extended Team
    • Our Process
    • Service Map
    • Testimonials
  • Early Retirement
    • Integrated Planning
    • Pensions and Benefits
    • Retirement Packages
    • Partial Retirement
    • Tax Strategy
  • Wealth Management
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
    • Estate Planning
  • Education
    • Special Reports
    • Discovery Course
    • Market Updates
  • Contact us
  • Blog

Our Extended Team

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7643
Email Email us
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Our Extended Team

Who We Are > Our Extended Team

Taking Retirement Planning One Step Further

While the pool of resources within CIBC adds depth to our offering, our extended team of specialists adds value to our process on a continuous basis.

With both financial planning and estate expertise readily available to us, we are able to provide retirement advice that is detailed and well rounded. Our retirement plans involve a high level of financial insight and reflect considerations for your estate and the preservation of your wealth. In other words, our extended team’s contribution allows us to deliver fully integrated planning solutions to our clients.

Our extended team is made up of the following specialists:
 

 

 

 

 

 

Jordan CramptonJordan Crampton, CFP
Estate Planning Specialist
T. 519 640-7736 | jordan.crampton@cibc.ca

 

 

 

 

Brian LawsonBrian Lawson, CFP, CIM, RRC
Financial Planning Specialist
T. 519 709-5647 | brian.lawson@cibc.ca

 

 

 

 

David CoateDavid Coate, CPA, CA
Associate Estate Planning Specialist
T. 519 640-7761 | david.coate@cibc.ca

 

 

 

 

Nick ComlyNick Comly
Senior Private Banking Advisor
T. 519 661-2697 | nick.comly@cibc.com

 

 

 

 

Bryan HeadBryan Head, CIM, CFP
Private Banking Advisor
T. 519 660-3711 | bryan.head@cibc.com

 

 

 

 

Lori StrongLori Strong
Senior Trust and Estate Consultant
T. 519 432-1594 | lori.strong@cibc.com

 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.