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About the Speakers

Carissa Lucreziano
Vice President, Financial and Investment Advice, Personal and Small Business Banking

Carissa Lucreziano is the Vice President, Financial and Investment Advice for CIBC. In her role, she champions a best-in-class advice experience for CIBC’s clients. Her team is responsible for enabling advisors with industry-leading advice and expertise to deliver an exceptional client experience. To establish a gold standard for financial and investment advice in the industry, her team advocates for advisors to ensure all of the client’s goals are weaved together into a holistic plan, while building genuine connections and trust with clients. Carissa joined CIBC in 2002 and has experience supporting and educating advisors in CIBC Asset Management and leading national strategic initiatives at CIBC Imperial Service. She also holds the Certified Financial Planner designation.

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Jamie Golombek
Managing Director, Tax and Estate Planning, Private Wealth Management

Jamie joined CIBC in 2008. Leading the Tax and Estate Planning team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He received his B.Com. from McGill University, earned his CPA 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 quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show. Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.

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