Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Private wealth partners
  • Strategic partner
  • Services
  • Market insights
  • Community
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Calgary Central

  • Home
  • Private wealth partners
  • Strategic partner
  • Services
  • Market insights
  • Community
  • Contact us
 

Private wealth partners

Private wealth partners

Email Email
Telephone Number Tel

Our estate & wealth planning partners

Wilson Estate Planning

Wilson Estate Planning is a team of professionals working closely with CIBC Wood Gundy Investment Advisors to help their clients navigate through the complex issues of estate planning. As a CIBC Wood Gundy Estate Planning Specialist, Blaine Wilson believes that a holistic team approach to planning will yield the best results for clients. They work collaboratively with Wood Gundy investment advisors to provide value-added and uniquely customized strategies that will help to build and safeguard the personal or corporate wealth of our clients. They provide expertise in tax- efficient inter-generational wealth transfer solutions, including estate creation and preservation, risk management, business succession funding, estate-friendly investing, charitable giving, retirement income planning and tax minimization.

 

Julia Garner

Julia Garner, CFP®, CLU

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application.

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 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® and Chartered Life Underwriter®. 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 husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Laurie Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant

Opens in your telephone provided application. Opens in your email provided application.

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Kristina Weenink

Kristina Weenink, B.Comm.

Private Banking Advisor

Opens in your telephone provided application. Opens in your email provided application.

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

Lucio Riccio, CFP, RRC, B.B.A.

Senior Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application.

Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.

Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.

  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.