Bill McTavish, MBA, CIM
Bill has enjoyed over 20 years in the financial services and investment industry serving high-net-worth individuals, family offices and foundations. As a Chartered Investment Manager, Bill strives to assist clients achieve their financial goals in a reasonable and predictable manner.
Bill uses his vast experience in wealth management and financial services to make his clients' ambitions a reality. Many of his clients seek not only to preserve and grow their own individual wealth, but wish to do the same for their future generations. Bill collaborates with renowned portfolio managers from around the world with established mandates and track records to ensure that their hard earned multi-generational wealth will be protected and grow in a predictable manner. He perceives a transparent, clearly defined investment process as the best means to help his clients achieve their investment goals and make their ambition a reality.
When Bill is not working, he has a very busy family life with his wife Gisela cheering on their youngest two kids in Hockey, Volleyball, Tennis and Baseball events throughout Alberta, BC and Florida. They also like to spend time at Lake of the Woods in NW Ontario.
Cynthia Wright
Cynthia has over 20 years of investment industry and financial services experience. Her primary role is client account administration with a strong knowledge of regulatory requirements within the industry.
Cynthia will handle any inquiries or requests you may have in a prompt manner including administrative concerns, transactions in your accounts or questions regarding RSP, RIF or RESP contributions and withdrawals.
She is licensed to execute trading in equities, fixed income, mutual funds, and foreign currencies.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Lucio Riccio, BA, CFP®, FEA, TEP
Senior Wealth Strategist
Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.
With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.
Julia Garner, CFP®, CLU, CHS
Senior Estate Planning Specialist
Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 12 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.
Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner®, Chartered Life Underwriter®, and Certified Health Insurance Specialist. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.
Julia and her family enjoy spending time in the mountains, travelling, and cooking.
Kristina Weenink, B.Comm.
Private Banking Advisor
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
Lucio Riccio, BA, CFP®, FEA, TEP
Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.
With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.
Julia Garner, CFP®, CLU, CHS
Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 12 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.
Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner®, Chartered Life Underwriter®, and Certified Health Insurance Specialist. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.
Julia and her family enjoy spending time in the mountains, travelling, and cooking.
Kristina Weenink, B.Comm.
Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.