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

Davis Graham

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Our team

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5003
Email Email us
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Telephone Number Tel

Our team

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 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Davis Graham

Davis Graham, B.Sc., CIM, FMA, CIWM

Investment Advisor

Portfolio Manager

Senior Wealth Advisor

Tel:

(780) 498-5003

Email:

davis.graham@cibc.ca

In addition to earning a Bachelor of Science from the University of Alberta, Davis holds the Certified Investment Management and Certified International Wealth Manager designations - amongst the highest attainable in the financial service profession.  He has more than twenty years of experience providing services in the areas of portfolio design and management, financial planning, estate planning, insurance, and business succession planning.  Davis offers a comprehensive service platform to help his clients - business owners, professionals, and retirees - manage their personal and business finances.

Deniece Von Gertzen

Deniece Von Gertzen

Administrative Assistant

Tel:

(780) 970-5335

Email:

deniece.von.gertzen@cibc.ca

Deniece has been providing administrative and professional support services in the financial services industry since 1981. Her personable, yet professional approach complements her vast experience in the field, and makes her an invaluable member of the team and our firm.

Davis Graham

Davis Graham, B.Sc., CIM, FMA, CIWM

Investment Advisor
Portfolio Manager
Senior Wealth Advisor
(780) 498-5003
Opens in your telephone provided application.
davis.graham​@cibc.ca
Opens in your email provided application. Opens in a new tab.

In addition to earning a Bachelor of Science from the University of Alberta, Davis holds the Certified Investment Management and Certified International Wealth Manager designations - amongst the highest attainable in the financial service profession.  He has more than twenty years of experience providing services in the areas of portfolio design and management, financial planning, estate planning, insurance, and business succession planning.  Davis offers a comprehensive service platform to help his clients - business owners, professionals, and retirees - manage their personal and business finances.

Deniece Von Gertzen

Deniece Von Gertzen

Administrative Assistant
(780) 970-5335
Opens in your telephone provided application.
deniece.von.gertzen​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Deniece has been providing administrative and professional support services in the financial services industry since 1981. Her personable, yet professional approach complements her vast experience in the field, and makes her an invaluable member of the team and our firm.

 
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Our partners

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

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

John Rovansek

John Rovansek, B.Admin, PFP

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

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

 
 
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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.