B.K. Milne, CFA, CMT
Senior Investment Advisor
Senior Portfolio Manager
B.K. sets a rigorous tone of entrepreneurial efficiency and operational excellence within the Forge team. B.K.'s steady hands with years of experience in client planning are behind the critical evaluation and development of your investment portfolio. B.K.'s knowledge and experience propel the Forge team to excellence within the CIBC Wood Gundy regulatory framework.
Bruce Szarka, CIM, FEA
Wealth Advisor
Bruce knows business. An entrepreneur to the core, Bruce's experience in both life and career prove invaluable every day at Forge. He will work with you directly to understand your individual circumstances and plan solutions to meet your financial future. As a consumer of the financial services industry for many years, Bruce knows the intricacies of being on both sides of the client/advisor relationship, and is ready to apply that nuanced knowledge to support your goals.
Sarah Hart, PFP
Investment Advisor
Sarah embodies the core values of relationships and loyalty in both her professional and personal life. Throughout her 16-year tenure with CIBC, Sarah has prioritized client relationships and collaborating with industry professionals to offer robust solutions tailored to her clients’ needs. Clients receive the benefits from Sarah's extensive background in leadership, personal advisory and business banking , and this experience forms the basis for Sarah’s holistic approach when managing the wealth of her clients.
Waleed Latif, CFA
Associate Investment Advisor
Waleed is invaluable behind the scenes. Holding double degrees in Commerce and Sociology, his flexible thinking makes Waleed a go to numbers analyst for the team. His acuity with technology drives Waleed to bring life to modelling systems designed to consistently hone Forge's insights for you.
Matthew Moore, CFA
Associate Investment Advisor
Matt is responsible for security selection and investment analysis. With over five years of experience as an Equity Research Associate, he has a strong foundation in financial modeling, valuation techniques, and in-depth market analysis, which he leverages to generate actionable investment recommendations. He earned a double major in Finance and Economics from Syracuse University and is a CFA Charterholder.
Laure Fair
Client Associate
Laure knows Forge, which means Laure will know you. As one of the longest serving team members, Laure is the go to navigator for any and all client inquiries. She will go above and beyond your expectations, delivering on needs not even on your horizon. With a breadth of administrative management experience and education behind her, Laure is key to Forge's high level, responsive service.
Pauline Doyle
Client Associate
Pauline is always two steps ahead. Her highly anticipatory work ethic seamlessly brings the details home. She meets logistical challenges with enthusiasm and an appetite to get it right. Her meticulous approach to administrative systems means that she ensures every client and Forge team member are taken care of.
Brenda Marcellus, CIM
Client Associate
Brenda sees inspiration in expert trade execution. Her Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP) professional designations, combined with her CIRO registration, gives Brenda a unique skill set that benefits clients and helps bring focus to Forge's trading team. Her past financial customer service experience ensures she's always providing sound advice, expert execution, and administrative peace of mind.
Heather Mook
Administrative Assistant
Heather sees clients, not products. During her 10 years in the financial service industry, she’s mastered the craft and fine detail of client service. Heather is a key back-up for all of the Forge team; assisting with client documentation and reporting. She’s always one step ahead of the ask; maintaining quality and consistency in all client interactions.
Elzabiet Ghirmay
Administrative Assistant
Elza thrives on organization, and works diligently behind the scenes to support the Forge Advisory Group. She assists with creating presentations, generating reports and ensuring our Social Medial presence is current and relevant.
Eric Berge
Client Associate
Eric enjoys problem solving. Holding a science degree and progressing towards CFA designation, he has an analytical and quantitative mindset that is always on the lookout for opportunities to streamline processes to assist with decision making. His in-depth understanding of financial concepts paired with strong technological proficiency makes him a valued resource for Forge clients and team members.
Cheung Kin Long
Client Associate
Kin is passionate about creating value for our clients. Holding two degrees, a Bachelor of Law, and a Bachelor of Business Administration, he is actively curious and is always learning, seeking opportunities to enhance and support Forge's client service. His previous financial customer service and compliance experience enables him to bring resourceful and in-depth knowledge to meet client needs..
Heather MacDonald
Administrative Assistant
Heather has 18 years of experience as a Portfolio Associate at institutional investment firms. Her knowledge in portfolio maintenance, compliance, marketing support, and equity trading are key in supporting the Forge’s clients and its team.
B.K. Milne, CFA, CMT
B.K. sets a rigorous tone of entrepreneurial efficiency and operational excellence within the Forge team. B.K.'s steady hands with years of experience in client planning are behind the critical evaluation and development of your investment portfolio. B.K.'s knowledge and experience propel the Forge team to excellence within the CIBC Wood Gundy regulatory framework.
Bruce Szarka, CIM, FEA
Bruce knows business. An entrepreneur to the core, Bruce's experience in both life and career prove invaluable every day at Forge. He will work with you directly to understand your individual circumstances and plan solutions to meet your financial future. As a consumer of the financial services industry for many years, Bruce knows the intricacies of being on both sides of the client/advisor relationship, and is ready to apply that nuanced knowledge to support your goals.
Sarah Hart, PFP
Sarah embodies the core values of relationships and loyalty in both her professional and personal life. Throughout her 16-year tenure with CIBC, Sarah has prioritized client relationships and collaborating with industry professionals to offer robust solutions tailored to her clients’ needs. Clients receive the benefits from Sarah's extensive background in leadership, personal advisory and business banking , and this experience forms the basis for Sarah’s holistic approach when managing the wealth of her clients.