Brent Strachan
Investment Advisor
Brent Strachan is a Wealth Manager within the Wood Gundy Private Wealth Team. He has the Portfolio Manager and Chartered Investment Manager (CIM) designations. He runs his own Canadian Equity Predictable Growth Fund with the limited discretionary authority of the Portfolio Manager designation. he has been with CIBC for 18 years as a member of the Strachan Financial Group, beginning his career with Merrill Lynch Canada as an associate in 1999. Strachan Financial began with Valerie Strachan in 1986 and has been in operation serving clients ever since
Denise Brunner
Administrative Assistant
Denise Brunner has been with CIBC Wood Gundy since 2006 and with the Strachan Financial Group since 2017. Her main priority is ensuring that the Client Profiles are up to date and client requests are done in a timely manner.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
John Rovansek, B.Admin, PFP
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
John Rovansek, B.Admin, PFP
Wealth Strategist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Eric Schenstead, CLU, TEP, CFP®
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
Eric Schenstead, CLU, TEP, CFP®
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.