Melissa has been with the Bacon Wealth Advisory Group since 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 25 years of customer service experience. Melissa holds credentials from the Canadian Securities Institute and is industry registered 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 volunteering with Girl Guides Canada, paddle boarding, camping, and enjoying time with her husband Cory and two beautiful daughters Iyla and Chloe.

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.

Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim 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. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.

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.

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.

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.