Brodie has over 15 years of experience in financial services and stands as a seasoned Portfolio Manager who brings a wealth of expertise to the table. He adopts a comprehensive approach, delving into the intricacies of your unique situation to provide purposeful recommendations aimed at optimizing the structure of your financial affairs. Brodie's knowledge encompasses tax planning, wills, insurance, estate, and trust planning. He is known for his ability to forge enduring partnerships with clients. His approach ensures the development of a personalized and well-rounded financial strategy tailored specifically to help meet your unique needs.  Brodie is a Chartered Financial Analyst® Charterholder and holds the Chartered Investment Manager® designation, outlining his dedication as an Investment Advisor.

Contact: Brodie.Wagner@cibc.ca | (780) 429-8930

Monal joined our team in March 2021, and she brings experience of customer service by working in bank retail.

Driven by passion and dedication she takes pride in providing the best service possible. Monal completed her graduation from NAIT with major in finance. Monal enjoys spending time with her husband and family. She likes to paint, cook and dive into a good book. 

Shelby joined the team with five years of experience in financial services, including three years as a Banking Advisor at a major financial institution. A Business Commerce graduate from MacEwan University, Shelby brings both a client-first mindset and a strong operational foundation to the group. She is currently working towards her Chartered Investment Manager (CIM®) designation, reflecting her commitment to growing alongside the team and deepening her expertise in portfolio management.
Shelby plays an integral role in ensuring that every client interaction is seamless and well-prepared. From meeting preparation and account maintenance to clear, timely communication, she is often the first point of contact — and her attention to detail means clients always feel informed and looked after.
Contact: Shelby.Samoil@cibc.com | (780) 669-3577