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

The Daniels Investment Group

  • Home
  • About us
  • Testimonials
  • Services
    • Our solutions
    • Alternative investing
    • Investment Consulting Service
  • Market insights
    • Market viewpoint
    • Research reports
    • Blog
  • Community
    • Our involvement
  • Contact us
 

About us

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About us

CIBC Wood Gundy

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.

Our Team

We simplify wealth for our clients by helping them organize their financial house and keep it that way. Through exceptional client service, our mission is to build life-long relationships with our clients.

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Bryce Daniels

Bryce Daniels, BA, B.Comm.

Wealth Advisor

Tel:

(639) 220-0193
Opens in your telephone provided application.

Email:

bryce.daniels​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Bryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B.Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.

Melissa Janis

Melissa Janis, B.Comm.

Financial Associate

Tel:

(306) 975-3808
Opens in your telephone provided application.

Email:

melissa.janis​@cibc.com
Opens in your email provided application. Opens in a new tab.

Melissa is a dedicated Financial Associate and the second longest serving member of The Daniels Investment Group. She earned her B.Comm in Finance from the University of Saskatchewan and has since become a vital part of the team. As the primary point of contact for clients, Melissa's enthusiasm, professionalism, and meticulous attention to detail ensure that all inquiries are addressed efficiently, either by her or the most qualified team member. In 2024, Melissa was honored with the CIBC Annual Achievers Award, a testament to her exceptional performance and dedication. Outside of work, she enjoys watching her kids play sports and maintains an active lifestyle herself.

Ebube Azoro

Ebube Azoro, BA

Client Associate

Tel:

(306) 657-4421
Opens in your telephone provided application.

Email:

ebube.azoro​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ebube holds a bachelor’s degree in business economics from the University of Saskatchewan. Since the completion of his degree in 2019, he has been involved in a variety of roles where he excelled in providing strategic solutions to meet the needs of various stakeholders.

Ebube transitioned to the financial services industry in 2023 upon his completion of the Canadian Securities Course. Currently, industry registered as an investment representative, he is the newest member of The Daniels Investment Group and assists with a wide range of operating activities including trade execution and account maintenance.

Ebube is a fitness enthusiast who maintains an active lifestyle during his leisure time. He also enjoys spending time with friends and family.

Colton Daniels

Colton Daniels, CPA, CA, CIM

Wealth Advisor
Associate Portfolio Manager

Tel:

(306) 385-2125
Opens in your telephone provided application.

Email:

colton.daniels​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Colton is a second generation Chartered Accountant in the Daniels family, and the first legacy advisor to have joined The Daniels Investment Group after graduating from the University of Saskatchewan and spending years working for accounting firms in both Saskatoon and Red Deer. He is able to develop strong relationships with clients and works closely with them to provide tailored investment strategies and solutions to get them to their goals. A strong financial background makes Colton the best of both worlds, providing investment advice and tax minimization strategies to clients.

 

Outside of work, Colton is an avid squash player often competing in tournaments and league play. He and his wife, Brittney enjoy camping and gardening during the summer, and curling up with a good book or movie in the winter.  Ever the extrovert, Colton loves spending time with good friends and sits on the Board for Saskatchewan Young Professionals and Entrepreneurs helping plan and host events.

Bryce Daniels

Bryce Daniels, BA, B.Comm.

Wealth Advisor

Tel:

(639) 220-0193
Opens in your telephone provided application.

Email:

bryce.daniels​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Bryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B.Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.

Melissa Janis

Melissa Janis, B.Comm.

Financial Associate

Tel:

(306) 975-3808
Opens in your telephone provided application.

Email:

melissa.janis​@cibc.com
Opens in your email provided application. Opens in a new tab.

Melissa is a dedicated Financial Associate and the second longest serving member of The Daniels Investment Group. She earned her B.Comm in Finance from the University of Saskatchewan and has since become a vital part of the team. As the primary point of contact for clients, Melissa's enthusiasm, professionalism, and meticulous attention to detail ensure that all inquiries are addressed efficiently, either by her or the most qualified team member. In 2024, Melissa was honored with the CIBC Annual Achievers Award, a testament to her exceptional performance and dedication. Outside of work, she enjoys watching her kids play sports and maintains an active lifestyle herself.

Ebube Azoro

Ebube Azoro, BA

Client Associate

Tel:

(306) 657-4421
Opens in your telephone provided application.

Email:

ebube.azoro​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ebube holds a bachelor’s degree in business economics from the University of Saskatchewan. Since the completion of his degree in 2019, he has been involved in a variety of roles where he excelled in providing strategic solutions to meet the needs of various stakeholders.

Ebube transitioned to the financial services industry in 2023 upon his completion of the Canadian Securities Course. Currently, industry registered as an investment representative, he is the newest member of The Daniels Investment Group and assists with a wide range of operating activities including trade execution and account maintenance.

Ebube is a fitness enthusiast who maintains an active lifestyle during his leisure time. He also enjoys spending time with friends and family.

Colton Daniels

Colton Daniels, CPA, CA, CIM

Wealth Advisor
Associate Portfolio Manager

Tel:

(306) 385-2125
Opens in your telephone provided application.

Email:

colton.daniels​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Colton is a second generation Chartered Accountant in the Daniels family, and the first legacy advisor to have joined The Daniels Investment Group after graduating from the University of Saskatchewan and spending years working for accounting firms in both Saskatoon and Red Deer. He is able to develop strong relationships with clients and works closely with them to provide tailored investment strategies and solutions to get them to their goals. A strong financial background makes Colton the best of both worlds, providing investment advice and tax minimization strategies to clients.

 

Outside of work, Colton is an avid squash player often competing in tournaments and league play. He and his wife, Brittney enjoy camping and gardening during the summer, and curling up with a good book or movie in the winter.  Ever the extrovert, Colton loves spending time with good friends and sits on the Board for Saskatchewan Young Professionals and Entrepreneurs helping plan and host events.

Bryce Daniels

Bryce Daniels, BA, B.Comm.

Wealth Advisor

Tel:

(639) 220-0193
Opens in your telephone provided application.

Email:

bryce.daniels​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Bryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B.Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.

Colton Daniels

Colton Daniels, CPA, CA, CIM

Wealth Advisor

Associate Portfolio Manager

Tel:

(306) 385-2125

Email:

colton.daniels​@cibc.com

Opens in your telephone provided application. Opens in your email provided application.
Linkedin
Opens in a new tab.

Colton is a second generation Chartered Accountant in the Daniels family, and the first legacy advisor to have joined The Daniels Investment Group after graduating from the University of Saskatchewan and spending years working for accounting firms in both Saskatoon and Red Deer. He is able to develop strong relationships with clients and works closely with them to provide tailored investment strategies and solutions to get them to their goals. A strong financial background makes Colton the best of both worlds, providing investment advice and tax minimization strategies to clients.

 

Outside of work, Colton is an avid squash player often competing in tournaments and league play. He and his wife, Brittney enjoy camping and gardening during the summer, and curling up with a good book or movie in the winter.  Ever the extrovert, Colton loves spending time with good friends and sits on the Board for Saskatchewan Young Professionals and Entrepreneurs helping plan and host events.

Bryce Daniels

Bryce Daniels, BA, B.Comm.

Wealth Advisor

Tel:

(639) 220-0193

Email:

bryce.daniels​@cibc.com

Opens in your telephone provided application. Opens in your email provided application.
Linkedin
Opens in a new tab.

Bryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B.Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.

Melissa Janis

Melissa Janis, B.Comm.

Financial Associate

Tel:

(306) 975-3808

Email:

melissa.janis​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Melissa is a dedicated Financial Associate and the second longest serving member of The Daniels Investment Group. She earned her B.Comm in Finance from the University of Saskatchewan and has since become a vital part of the team. As the primary point of contact for clients, Melissa's enthusiasm, professionalism, and meticulous attention to detail ensure that all inquiries are addressed efficiently, either by her or the most qualified team member. In 2024, Melissa was honored with the CIBC Annual Achievers Award, a testament to her exceptional performance and dedication. Outside of work, she enjoys watching her kids play sports and maintains an active lifestyle herself.

Ebube Azoro

Ebube Azoro, BA

Client Associate

Tel:

(306) 657-4421

Email:

ebube.azoro​@cibc.com

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Ebube holds a bachelor’s degree in business economics from the University of Saskatchewan. Since the completion of his degree in 2019, he has been involved in a variety of roles where he excelled in providing strategic solutions to meet the needs of various stakeholders.

Ebube transitioned to the financial services industry in 2023 upon his completion of the Canadian Securities Course. Currently, industry registered as an investment representative, he is the newest member of The Daniels Investment Group and assists with a wide range of operating activities including trade execution and account maintenance.

Ebube is a fitness enthusiast who maintains an active lifestyle during his leisure time. He also enjoys spending time with friends and family.

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Our partners

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

Michelle Unick

Michelle Unick, CFP, FMA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.

She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.

As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.

Colin Aldorfer

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.

Kennedy Pocock

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her 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.

Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.

Michelle Unick

Michelle Unick, CFP, FMA

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.

She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.

As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.

Colin Aldorfer

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.

Kennedy Pocock

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her 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.

Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.

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 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.