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

Dixon Maierhoffer Surkan Group

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Address 1801 Hamilton Street Suite 420 Regina SK, S4P 4B4
Telephone Number (306) 721-1717
Email Email us
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Telephone Number Tel

Trust - Service - Value

A provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

The Dixon Maierhoffer Surkan Group can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.

Capitalizing on the strengths of CIBC, we have access to other financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.

Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, we can help meet all aspects of your financial situation throughout your lifetime.

 

 

Dixon Maierhoffer Surkan Group

Todd Dixon

Todd Dixon, MA, CFP®, CIM®, FCSI

Senior Wealth Advisor
Portfolio Manager
LinkedIn
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Barry Maierhoffer, CPA, CMA, CFP®

Senior Investment Advisor
Senior Wealth Advisor
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Mike Surkan

Mike Surkan, B.Admin, CFP®, CIM®

Wealth Advisor
LinkedIn
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Michael Vanderhooft

Michael Vanderhooft

Associate Investment Advisor
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Lesley MacKinnon

Lesley MacKinnon

Client Associate
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Ryan Gilewich

Ryan Gilewich

Client Associate
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Alexandra Klatt

Alexandra Klatt

Administrative Assistant
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Learn more
 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more
 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

JoAnne Hadesbeck

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

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

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.

JoAnne Hadesbeck

JoAnne Hadesbeck, CFP, RRC, FMA

Financial Planning Specialist
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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

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist
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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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 

Contact us

Address

Dixon Maierhoffer Surkan Group Address
1801 Hamilton Street
Suite 420
Regina, SK S4P 4B4
Telephone number: (306) 721-1717
Toll-free: 1 (800) 667-3661
Fax: (306) 569-8616
 

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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.