Janice Bacon
Tel:
(519) 823-4402Email:
janice.bacon@cibc.ca
Janice is a Senior Wealth Advisor who began her career in the financial industry in 2000 and between she and Chris they have over 55 years of experience. Born and raised in Guelph, Janice is proud to call this city her home. Actively involved in community charities, she currently sits on the board of directors for Guelph General Hospital & is Past President of the Kiwanis Club of Guelph. Over the past years, she has served on the board of directors for St. Joseph's Health Foundation and Sunrise Riding and Learning Centre & Big Brothers Big Sisters of Guelph. Her commitment to the Guelph community earned her a spot in 2011 among Guelph's Top Forty Under Forty and in 2021 she was named one of Canada's top 50 Women in Wealth by Wealth Professional Canada Magazine. Janice is registered with IIROC for both the financial and insurance sides of the business, and hold the designations of EPC, CPCA, and CIM.
Christopher Bedard
Tel:
(519) 823-4401Email:
christopher.bedard@cibc.ca Christopher Bedard is a Senior Wealth Advisor with 40 years of experience in the financial industry. Formerly a financial editor at RBC Dominion Securities, he joined CIBC Wood Gundy as a Wealth Advisor in 2006. Chris has earned a BA and a BFA from York University and holds the FCSI and EPC certifications. Actively involved in the community, he is a former Kinsman and Past President of the Kwanis Club of Guelph and Past President of Junior Achievement Guelph. Chris is a strong believer that if you make a living in a community, then you should give back to that community. In his spare time, he reads 7 newspapers a day and walks his dog.
Melissa Binnie
Tel:
(519) 823-4424Email:
melissa.binnie@cibc.caMelissa has joined the Bacon Bedard Team in September 2018, but began her journey in the financial industry in 2010 starting in the retail sector of CIBC after completing the Business Marketing program at Fanshawe College. She has always enjoyed working with the public and has over 20 years of customer service experience. Melissa holds credentials from the Canadian Securities Institute and is registered with IIROC to execute trades along with your other daily administrative needs. Melissa is always continuing to advance her financial skills to ensure that our clients are receiving the highest quality service possible. Melissa enjoys a variety of activities in her spare time including yoga, hiking, camping, and loves to spend time with her husband Cory and two beautiful daughters Iyla and Chloe.
Janice is a Senior Wealth Advisor who began her career in the financial industry in 2000 and between she and Chris they have over 55 years of experience. Born and raised in Guelph, Janice is proud to call this city her home. Actively involved in community charities, she currently sits on the board of directors for Guelph General Hospital & is Past President of the Kiwanis Club of Guelph. Over the past years, she has served on the board of directors for St. Joseph's Health Foundation and Sunrise Riding and Learning Centre & Big Brothers Big Sisters of Guelph. Her commitment to the Guelph community earned her a spot in 2011 among Guelph's Top Forty Under Forty and in 2021 she was named one of Canada's top 50 Women in Wealth by Wealth Professional Canada Magazine. Janice is registered with IIROC for both the financial and insurance sides of the business, and hold the designations of EPC, CPCA, and CIM.
Christopher Bedard is a Senior Wealth Advisor with 40 years of experience in the financial industry. Formerly a financial editor at RBC Dominion Securities, he joined CIBC Wood Gundy as a Wealth Advisor in 2006. Chris has earned a BA and a BFA from York University and holds the FCSI and EPC certifications. Actively involved in the community, he is a former Kinsman and Past President of the Kwanis Club of Guelph and Past President of Junior Achievement Guelph. Chris is a strong believer that if you make a living in a community, then you should give back to that community. In his spare time, he reads 7 newspapers a day and walks his dog.
Melissa has joined the Bacon Bedard Team in September 2018, but began her journey in the financial industry in 2010 starting in the retail sector of CIBC after completing the Business Marketing program at Fanshawe College. She has always enjoyed working with the public and has over 20 years of customer service experience. Melissa holds credentials from the Canadian Securities Institute and is registered with IIROC to execute trades along with your other daily administrative needs. Melissa is always continuing to advance her financial skills to ensure that our clients are receiving the highest quality service possible. Melissa enjoys a variety of activities in her spare time including yoga, hiking, camping, and loves to spend time with her husband Cory and two beautiful daughters Iyla and Chloe.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Jamie Cote, MBA, CFP, CIM
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Jordan Crampton, CFP, CLU
Email:
jordan.crampton@cibc.caShortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
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.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Jamie Cote, MBA, CFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
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.