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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Bacon Bedard Investment Group

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About us

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About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

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Janice Bacon

Janice Bacon

Senior Wealth Advisor

Tel:

(519) 823-4402

Email:

janice.bacon​@cibc.ca
Linkedin Twitter

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

Christopher Bedard

Senior Wealth Advisor

Tel:

(519) 823-4401

Email:

christopher.bedard​@cibc.ca
Linkedin Twitter

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

Client Associate

Tel:

(519) 823-4424

Email:

melissa.binnie​@cibc.ca

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.

Janice Bacon

Janice Bacon

Senior Wealth Advisor

Tel:

(519) 823-4402

Email:

janice.bacon​@cibc.ca

  • Linkedin
  • Twitter

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

Christopher Bedard

Senior Wealth Advisor

Tel:

(519) 823-4401

Email:

christopher.bedard​@cibc.ca

  • Linkedin
  • Twitter

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.

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Melissa Binnie

Client Associate

Tel:

(519) 823-4424

Email:

melissa.binnie​@cibc.ca

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.

Our partners

We partner with CIBC experts to help address all of your wealth needs.

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Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Joel Azzopardi

Joel Azzopardi, BA

Senior Private Banking Advisor

Joel provides clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. He starts by understanding the financial goals of his clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. With this knowledge Joel can assemble a team that will structure a solution to best meet the short, medium and long-term goals of clients. He has been with CIBC since 2011.

Jeffrey Klompus

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

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

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.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist

Email:

jordan.crampton​@cibc.ca

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.

Jamie Golombek

Jamie Golombek

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.

Benjamin Tal

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.

Alla Klein

Alla Klein, MBA

Senior Private Banking Advisor

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

Joel Azzopardi

Joel Azzopardi, BA

Senior Private Banking Advisor

Joel provides clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. He starts by understanding the financial goals of his clients, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. With this knowledge Joel can assemble a team that will structure a solution to best meet the short, medium and long-term goals of clients. He has been with CIBC since 2011.

Jeffrey Klompus

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

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

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.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist

Email:

jordan.crampton​@cibc.ca

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.

Jamie Golombek

Jamie Golombek

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.

Benjamin Tal

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.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.