Dudley Daniels, CPA, CA, CIM
Tel:
(306) 975-3812Email:
dudley.daniels@cibc.ca
We partner with people who care about their money and earn their trust by providing a reasoned, tax-efficient process to grow and protect their assets. As a Chartered Accountant, an Investment Advisor with more than 30 years experience and a business owner himself, Dudley understands clients' investment and business needs and concerns. With his accounting and business background, he can liaison with external advisors to provide a comprehensive investment, retirement and estate plan structured to meet individual goals.
Colton Daniels, CPA, CA
Tel:
(306) 385-2125Email:
colton.daniels@cibc.ca Colton is a second generation Chartered Accountant in the Daniels family, born and raised in Saskatoon. He works closely with Dudley to understand clients' needs and provide solutions to help achieve their goals. With his personable nature and infectious laugh, Colton puts clients at ease and builds long-term relationships. He also reaches out to prospective clients with The Daniels Investment Group's unique service offering to build new relationships.
Outside of work, Colton is an avid squash player often competing in tournaments and league play at the YMCA. He and his partner, 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.
Melissa Janis, B.Comm.
Tel:
(306) 975-3808Email:
Melissa.Janis@cibc.caMelissa is the glue for our team and is the initial point of contact for most of our clients. Her enthusiasm, professionalism and attention to detail ensure that our clients' questions are efficiently dealt with, either by herself or by the team member most qualified to do so. Melissa holds a Bachelor of Commerce degree from the University of Saskatchewan, majoring in Finance and Marketing.
Dudley Daniels, CPA, CA, CIM
Senior Wealth Advisor
Portfolio Manager
We partner with people who care about their money and earn their trust by providing a reasoned, tax-efficient process to grow and protect their assets. As a Chartered Accountant, an Investment Advisor with more than 30 years experience and a business owner himself, Dudley understands clients' investment and business needs and concerns. With his accounting and business background, he can liaison with external advisors to provide a comprehensive investment, retirement and estate plan structured to meet individual goals.
Colton is a second generation Chartered Accountant in the Daniels family, born and raised in Saskatoon. He works closely with Dudley to understand clients' needs and provide solutions to help achieve their goals. With his personable nature and infectious laugh, Colton puts clients at ease and builds long-term relationships. He also reaches out to prospective clients with The Daniels Investment Group's unique service offering to build new relationships.
Outside of work, Colton is an avid squash player often competing in tournaments and league play at the YMCA. He and his partner, 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.
Melissa is the glue for our team and is the initial point of contact for most of our clients. Her enthusiasm, professionalism and attention to detail ensure that our clients' questions are efficiently dealt with, either by herself or by the team member most qualified to do so. Melissa holds a Bachelor of Commerce degree from the University of Saskatchewan, majoring in Finance and Marketing.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Michelle Unick, CFP, FMA
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, BA, B.Comm.
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, PFP, B.Comm.
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, CFP, FMA
Financial Planning Specialist
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, BA, B.Comm.
Estate Planning Specialist
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, PFP, B.Comm.
Senior Private Banking Advisor
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.