Jamie Golombek
Managing Director, Tax and Estate Planning
CIBC Private Wealth Management
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As a member of the CIBC Retail Markets team, Jamie works closely with advisors, sharing his expert insights on tax and estate issues.
Jamie is quoted frequently in the national media, writes a weekly column called "Tax Expert" in the National Post and is a monthly columnist for both Advocis' FORUM Magazine and Advisor’s Edge Report. |
Before joining CIBC in 2008, Jamie worked for a major Canadian mutual fund company and prior to that, at Deloitte & Touche, where he specialized in both personal and corporate tax planning. He received his B.Comm. from McGill University, earned his CA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations. Jamie is the past chair of the Investment Funds Institute of Canada's Tax Working Group as well as a member of the Ontario Institute of Chartered Accountants, the Illinois CPA Society, the Estate Planning Council of Toronto, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners. In September 2006, Jamie was awarded the Institute of Chartered Accountants of Ontario's Award of Distinction, which honours those CAs who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives. In his spare time, Jamie teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto. |
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