Professional Experience

Jeremiah specializes in creating comprehensive wealth strategies for affluent individuals/families, professionals and business owners to deliver client focused and goal based customized solutions that help build, grow and protect wealth. He focuses on ensuring clients have a well-diversified portfolio that’s objective and transparent with exposure to a broad range of securities and investment styles with a special attention to risk, fees and tax efficiency.
                                   Education

Jeremiah is a Chartered Investment Manager(CIM), an industry standard for discretionary portfolio management and a Personal Financial Planner (PFP) with 13 years of investment and wealth management experience dedicated to building trusted
relationships through integrity, accountability and responsibility to client’s unique values and goals.

Dedicated to continual learning, Jeremiah has obtained the Fellow of Canadian Securities Institute (FCSI) designation, which is reserved for a group of experienced professionals who meet the highest standards for education, ethics and industry experience. Jeremiah is also licensed to advise in insurance (LLQP) and registered to trade and advise in options & derivatives. He graduated from St. Mary’s University,
Halifax, Nova Scotia with a Bachelor of Commerce

Personal Information

Jeremiah is a firm believer in giving back to community and enjoys solving problems centered around education, equality and diversity. He is active in community programs notably Junior Achievement and Rotary Club International and has served as soccer coach at youth and adult levels to great degree of successes.

His time away from work is spent with family and friends. He and wife Joeline were born and raised in Kenya and both are fluent in three languages. They have two young boys, Zayne & Leo who keep them busy in the community. In his spare time, he engages living a healthy lifestyle playing soccer, gym, running , reading and traveling.

As a member of our Private Wealth team, John works with high-net-worth and ultra-high-net-worth families to help address their unique needs. Using a collaborative approach, John delivers meaningful insights and recommendations to ensure a smooth transition of family wealth.

He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes. John collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of sound wealth management plans and recommendations.

He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash flow management, wealth transfer strategies, estate and gift planning, business transition planning and charitable giving.

John has over 25 years of experience in the Financial Services Industry. John has held senior positions with leading full-service investment brokerage firms. John also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction. Prior to entering the financial industry, he enjoyed 16 years with the City of Calgary Engineering Department. John holds a Bachelor of Arts degree from the University of Toronto and a Diploma in Applied Arts from Fashawe College. He also holds the Personal Financial Planner (PFP) designation, and the Tax and Estate Practitioner (TEP) designation.

Rick focuses on working with clients to create long-term personal financial plans.
He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as clients' other professional advisors.
Rick is an accredited financial planner and has served high net worth families for over 15 years.
In his free time Rick enjoys golf, cycling & hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab named Lincoln.

As an Estate Planning Specialist with CIBC Private Wealth Management for over 25 years, and prior experience in the insurance and investment industry, Eric brings a diversity of knowledge to the wealth planning conversation.  Eric is a Chartered Life Underwriter and a Trust and Estate Practitioner, which provides him with a varied and broad perspective of these issues.

For some clients, the financial planning process seeks to address the immediate life-risks, those which professionals in every field face. These are the financial costs and disruption caused by disability, illness and/or an early passing.  For these core clients, we address these traditional risks, by applying selected insurance products to protect the financial security of them and their family.

When addressing the concerns of our affluent clients, Eric will seek to enhance and then preserve the value of their assets from the taxation and fees which will diminish the value of their assets.  This process may employ a variety of strategies, including the strategic use of specifically structured life insurance products which would provide a shelter for assets from taxation during one’s lifetime, and would further enhance and preserve the estate values for the benefit of their family and selected charities.

As a CIBC Senior Trust and Estate Consultant, Caroline's goal is to provide you and your family with confidence and peace of mind through services as a professional executor, power of attorney for property or trustee and also support someone else appointed for these roles.

CIBC Private Wealth Management focuses on providing financial stewardship to some of Canada’s wealthiest and most established families, successful entrepreneurs and professionals, top executives from both private and public corporations, as well as private holding companies, trusts, estates, and charitable foundations.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.