Allie O'Neill
With a career spanning over 16 years in the financial industry, Allie O’Neill brings both expertise and warmth to her role as a CERTIFIED FINANCIAL PLANNER® professional. Originally from London, Ontario, she began her journey in finance as a bank teller and has since held a variety of positions in personal and business banking, lending, and private wealth management. This experience gives her a unique ability to understand and address the full spectrum of her clients’ financial needs.
Allie moved to Alberta more than a decade ago and now calls Carstairs home, where she lives with her husband and their active nine-year-old son. Her commitment to empowering families in Central Alberta is at the heart of her work, she takes pride in providing clear, personalized advice and ongoing support to help clients achieve their goals.
Community involvement is important to Allie. You’ll often find her cheering at the rink for her son’s minor hockey games or participating in local curling events. When summer arrives, she enjoys golfing and spending time at her family’s trailer in Rocky Mountain House. Allie holds a Bachelor of Arts in Political Science from the University of Windsor and is dedicated to continual growth, both personally and professionally.
Allie is excited to help you navigate your financial journey with confidence and care.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Ian de Verteuil, MBA
Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Mareike Johnson
Financial Planning Specialist
Mareike is a committed financial planning specialist with over 10 years of experience in guiding clients and their families toward achieving their financial goals. She offers holistic and innovative solutions to address the complex financial challenges her clients encounter. Through a disciplined engagement process, Mareike develops a deep understanding of each client's unique situation, enabling her to recommend customized and tailored strategies that effectively meet their needs.
Mareike holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and is fluent in German.
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.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Ian de Verteuil, MBA
Ian de Verteuil has close to 30 years of experience on the buy- and sell-side of the investment business. He started with a Canadian equities and debt securities dealer in 1987, and over his career as an equity analyst covered a variety of sectors.
Based on external surveys, Ian ranked as Canada's best analyst in Banking, Insurance, Consumer Products, Breweries and Distilleries at various times over a 20-year period.
Ian holds a Bachelor of Science degree in Chemistry from McGill University and an MBA from Western University.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Mareike Johnson
Mareike is a committed financial planning specialist with over 10 years of experience in guiding clients and their families toward achieving their financial goals. She offers holistic and innovative solutions to address the complex financial challenges her clients encounter. Through a disciplined engagement process, Mareike develops a deep understanding of each client's unique situation, enabling her to recommend customized and tailored strategies that effectively meet their needs.
Mareike holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and is fluent in German.
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.