Kelly G. Larmand
Kelly follows a very disciplined and proven investment approach not only to grow, but also protect your assets.
Kelly takes into consideration your goals, your financial situation and your tolerance for risk. He develops a tailormade,comprehensive plan for YOU. Kelly is a Bachelor of Laws graduate (LL.B.) and holds the Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, financial planning, portfolio design and management. Kelly is also qualified to provide insurance products. In addition, Kelly is a member of the Law Society of Ontario.
Tomas Rincon, CIM®, PFP, QAFP
Tomas will be working closely with Kelly to help identify customized services and solutions to meet all of your personal, family and business financial needs. He comes with over a decade of Banking experience having worked for some of Canada's largest banks in International Private Banking, Asset Management and Wealth Management. He holds the Chartered Investment Manager Designation as well as numerous Financial Planning designations. Tomas specializes in portfolio management and custom-made financial planning.
Your wealth and aspirations are unique and require a personalized approach. Our goal is to look beyond the surface and create a true financial portrait that reflects your goals and values and helps develop your lasting legacy.
Zohal (Zoe) Neekzad
Zoe has been with CIBC Wood Gundy for over 10 years. A licensed professional, she comes with a wealth of knowledge and assists Kelly with implementing investment strategies. She understands the financial goals of our clients and is geared towards providing them with excellent service. She is particularly interested in trans-generational investment dynamics.
Carol Cadeau
With over 20 years of experience in the financial industry, Carol is a friendly, reliable contact person for our clients and provides them with requested information and dependable service to suit their individual needs.
In her free time, Carol enjoys many outdoor activities such as hiking and skiing. She can often be found with her nose buried in a book or out walking the family dog. She lives just north of Barrie.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek
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.
Jamie Golombek
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.
Andrew Duncan, CFP, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Andrew Duncan, CFP, PFP, CIM
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
Geoff Booth
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
Iain Gallagher
Managing Director, CIBC Mid-Market Investment Banking
Managing Director, Mid-Market Investment Banking
Iain has more than 15 years of experience advising public and private companies, and private equity funds on M&A and fundraising transactions. Iain has advised clients across a wide range of sectors and industries including Niche Manufacturing (equipment, consumer goods, building materials), Business Services (healthcare, equipment rental, managed clothing) and Specialist Distribution (grocery, fuel, industrial products). Iain also brings significant cross border M&A experience.
Prior to joining CIBC, Iain worked for 4 years with the corporate finance group of an international professional services firm in Toronto. His has also held investment banking and corporate development roles residing in Ireland, the United States and the Netherlands. Iain holds a B. Sc. (Management) from Trinity College, Dublin and an MBA (First Class Hons.) from the Michael Smurfit Graduate School of Business, University College Dublin.
Iain Gallagher
Managing Director, Mid-Market Investment Banking
Iain has more than 15 years of experience advising public and private companies, and private equity funds on M&A and fundraising transactions. Iain has advised clients across a wide range of sectors and industries including Niche Manufacturing (equipment, consumer goods, building materials), Business Services (healthcare, equipment rental, managed clothing) and Specialist Distribution (grocery, fuel, industrial products). Iain also brings significant cross border M&A experience.
Prior to joining CIBC, Iain worked for 4 years with the corporate finance group of an international professional services firm in Toronto. His has also held investment banking and corporate development roles residing in Ireland, the United States and the Netherlands. Iain holds a B. Sc. (Management) from Trinity College, Dublin and an MBA (First Class Hons.) from the Michael Smurfit Graduate School of Business, University College Dublin.