Matthew brings over 12 years of experience in financial planning and advice.  He is a Certified Financial Planner (CFP) and is actively pursuing the Certified International Wealth Manager designation (CIWM). 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.

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 the field of advisory. 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.

As a first-generation Canadian, Samson has seen the struggle people like his parents face when they come to this wonderful country looking to establish a better life for them and their family. All too often, resources like financial literacy and financial strategy are out of their reach or are limited.

Samson’s aim professionally is to ensure that you and your family have a smooth and effortless banking experience. Building a relationship is his priority and, once he understands your story, he partners with expert professionals across CIBC to provide you with tailored solutions best suited to your unique needs.

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's ultimate goal is to provide clients and their families with confidence and peace of mind, by providing professional executor and power of attorney services for property or trustee.  She also supports other individuals that may be appointed for these roles in her capacity to act as agent on their behalf.  Laurie brings a wealth of knowledge and nearly 25 years of experience.