Deirdrea has been helping clients meet their financial goals for over 25 years. Deirdrea specializes in providing investment management strategies for her clients by utilizing the principles of portfolio management. Her extensive industry experience and professional contacts enable her to provide clients with prudent and knowledgeable advice in the field of investing, risk management and estate planning. She and her team combine the financial planning process with long-term investment strategies to help clients meet their financial and retirement goals.

In addition to the experience she brings to managing conservative investment portfolios, Deirdrea believes in maintaining the highest industry standards. Deirdrea is committed to ongoing education, she also holds a Bachelor of Business Administration degree from the University of Regina. Over and above being licensed to sell securities, she holds special accreditation to trade stock options. Deirdrea has also completed the Level II Insurance License.

Deirdrea participates in the Saskatoon community with her involvement in projects and events such as: Bust a Move for Breast Health, Mike Weir Golf Tournament, World Cup Hockey Tournament and the Soup Sisters.

Throughout his career, Jordan has built a reputation for providing attentive, client-focused investment advice. He is known for maintaining strong, ongoing relationships with clients who value the frequent communication, excellent service, and thoughtful guidance he provides. Jordan believes that truly understanding his clients and their families is essential not only for delivering effective advice, but also for establishing the trust necessary for clients to feel confident in their financial decisions.

Jordan joined CIBC Wood Gundy five years ago when he became the successor to a distinguished advisor with over 35 years of experience. Many of the individuals he serves today have worked with only two advisors throughout their lives, and Jordan is proud to continue this legacy of trusted service. As he welcomes new clients from diverse backgrounds, he is mindful that not everyone has had positive experiences with investment professionals in the past. Jordan is committed to rebuilding trust and delivering the high standard of care that every client deserves.

Prior to joining CIBC Wood Gundy, Jordan spent nearly five years with another leading financial institution in the province where he advised clients in a similar capacity. He holds a Bachelor of Commerce degree and has earned the Chartered Investment Manager (CIM®) designation. Jordan is currently pursuing the Portfolio Manager title to further enhance his ability to serve clients with advanced investment strategies.

Outside of the office, Jordan enjoys staying active and exploring Canada’s natural beauty. He is also passionate about giving back to the academic community, coaching the university finance team as they prepare for their annual competition with JDC West.

When Nicole began her career in the financial services industry she quickly discovered a passion for building meaningful client relationships and guiding people toward their financial aspirations. Nicole is passionate about delivering tailored advice and solutions that reflect each client’s unique goals and circumstances.

Born and raised in Saskatoon, SK, Nicole holds a Bachelor of Commerce degree with a major in Finance from the University of Saskatchewan. During her university studies, she developed a keen interest in global markets and international trends, which led her to earn a Certificate of International Business alongside her degree. Nicole is a committed to ongoing professional development. She has completed various industry courses, including the Canadian Securities Course and Wealth Management Essentials.

Outside of work, Nicole enjoys golfing, hiking, or working in her garden. She values quality time with family and friends and has a love for travel, always eager to explore new destinations.

Khrystyna is a highly dedicated and proactive professional with over six years of experience in public-facing roles. Specializing in account administration, she collaborates closely with Jordan to ensure the efficient and accurate maintenance of client accounts. Khrystyna excels in a fast-paced environment and remains well-informed on evolving industry regulations. Her exceptional organizational skills and keen attention to detail enable seamless execution of account openings, documentation, and reporting processes.

Khrystyna holds a Bachelor of Commerce degree with distinction from the Edwards School of Business at the University of Saskatchewan, majoring in Finance. She is passionate about building strong client relationships and has completed various industry courses, further enhancing her expertise in the investment sector and enriching the client experience.

Outside of her professional pursuits, Khrystyna enjoys spending time outdoors—whether walking her dog, biking, or relaxing at the lake. She is also an avid reader, enjoys cooking, and plays the piano. Originally from Englefeld, Saskatchewan, Khrystyna now resides in Saskatoon but frequently visits her hometown to connect with family and friends.