Rahul Arora
I was born and raised in India and moved to Canada in 2011 to attend Medicine Hat College, where I met my wonderful wife Harman and got married in 2018. I became an Accountant, but instead of just working with numbers, I wanted to help people see their numbers working for them. So when the opportunity came my way to work as an Investment Advisor, I knew this profession was for me.
I am thankful for living in a beautiful city like Calgary and want to give back to this community. I want to have a positive effect on the families I meet daily and to be their first choice in helping them with their financial needs.
As a CERTIFIED FINANCIAL PLANNER® professional, I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently. I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
I hold a Chartered Investment Manager CIM® designation and specialize in strategic investment management for business owners, executives & professionals. I apply a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions with clients.
Mukund Gokulka
Mukund handles all client inquiries and assists with account opening, documentation, transfers and other administrative tasks. His commitment to delivering exceptional client service provides a premium experience throughout.
Mukund enjoys driving down to the mountains and hiking whenever he gets a chance!
Julia Garner, CFP®, CLU
Estate Planning Specialist
Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.
Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner® and Chartered Life Underwriter®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.
Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.
Julia Garner, CFP®, CLU
Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.
Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner® and Chartered Life Underwriter®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.
Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.
Laurie Johnston, B.Comm., PFP, MTI
Senior Trust and Estate Consultant
Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney, can require time and an understanding of investments and taxes. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.
Laurie Johnston, B.Comm., PFP, MTI
Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney, can require time and an understanding of investments and taxes. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.
Matthew Makarenko, CFP®
Financial Planning Specialist
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
Matthew Makarenko, CFP®
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
Kristina Weenink, B.Comm.
Private Banking Advisor
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
Kristina Weenink, B.Comm.
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.