Aaron Cooper, CFP®
I am dedicated to helping individuals, families, and business owners navigate the complexities of wealth accumulation and preservation. With over a decade of experience in the financial service industry, I aim to deliver sophisticated, high-touch financial strategies tailored to each client's unique life journey. I believe that true financial peace of mind requires looking at the complete picture, rather than focusing solely on market trends.
My career path has led me to CIBC Wood Gundy where I can provide robust investment solutions and elite client care, delivering a level of service that can consistently exceed client expectations. My market insights with an and approachable, collaborative style, ensures clients can feel informed, empowered, and valued. Together we can create a comprehensive plan to address:
Investment Goals
Designing robust, risk-adjusted portfolios tailored for long-term growth and capital preservation.
Retirement Goals
Crafting strategic income blueprints to ensure clients can transition into retirement with confidence and clarity.
Estate Goals
Formulating legacy and wealth-transfer strategies that protect assets and honor family wishes across generations.
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.
Rick McBryer
Financial Planning Specialist
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.
Caroline Obee
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.
We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.
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”.
Ryan Romanko, CFP, CLU
Estate Planning Specialist
Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.
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.
Rick McBryer
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.
Caroline Obee
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.
We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.
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”.
Ryan Romanko, CFP, CLU
Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.