Dixon Maierhoffer Surkan Group
Todd Dixon, MA, CFP®, CIM®, FCSI
Portfolio Manager
Barry Maierhoffer, CPA, CMA, CFP®
Senior Wealth Advisor
Mike Surkan, B.Admin, CFP®, CIM®
Associate Portfolio Manager
Michael Vanderhooft
Lesley MacKinnon
Ryan Gilewich
Alexandra Klatt
Our partners
We partner with CIBC experts to help address all of your wealth needs.
JoAnne Hadesbeck, CFP, RRC, FMA
Financial Planning Specialist
As a Financial Planning Specialist, JoAnne works alongside your Investment Advisor and CIBC Wealth Partners at the Regina Wood Gundy branch. She joined CIBC in 1984 and has held various positions throughout the years, including the past 20 in financial advice and planning. She believes in a holistic and comprehensive approach to financial planning and has extensive experience working with high net worth clients, both personal and corporate.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.
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.
Carly Nichol, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, I help individuals and families navigate the complexities of estate planning with confidence by providing personalized guidance, flexibility, and peace of mind. I offer specialized trust and estate solutions tailored to each client’s unique goals and circumstances. Working collaboratively with colleagues across the CIBC group of companies, I help clients understand their options, answer their questions, and make informed decisions about preserving and transferring their wealth. By taking the time to understand what matters most, I provide thoughtful, customized support to help clients achieve their estate planning objectives and create lasting legacies.
JoAnne Hadesbeck, CFP, RRC, FMA
As a Financial Planning Specialist, JoAnne works alongside your Investment Advisor and CIBC Wealth Partners at the Regina Wood Gundy branch. She joined CIBC in 1984 and has held various positions throughout the years, including the past 20 in financial advice and planning. She believes in a holistic and comprehensive approach to financial planning and has extensive experience working with high net worth clients, both personal and corporate.
Colin Aldorfer, BA, B.Comm.
Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.
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.
Carly Nichol, TEP
As a Senior Trust and Estate Consultant, I help individuals and families navigate the complexities of estate planning with confidence by providing personalized guidance, flexibility, and peace of mind. I offer specialized trust and estate solutions tailored to each client’s unique goals and circumstances. Working collaboratively with colleagues across the CIBC group of companies, I help clients understand their options, answer their questions, and make informed decisions about preserving and transferring their wealth. By taking the time to understand what matters most, I provide thoughtful, customized support to help clients achieve their estate planning objectives and create lasting legacies.