Dustin L. Cleghorn, CPA, CA, CIM
Senior Wealth Advisor
Associate Portfolio Manager
As the leader of our wealth management team, Dustin is the primary contact for high and ultra-high net worth clients. He has over a decade of experience in financial services and holds both a Chartered Accountant (CA) designation as well as a Chartered Investment Manager (CIM®) designation. Both equip him with a deep understanding of financial strategy, investment management and overall planning.
He thrives on the trust and responsibility placed in him, ensuring that each client’s financial goals are met with the utmost care and attention. By providing personalized, strategic solutions, he guides the team in delivering exceptional service, helping clients navigate complex financial landscapes and secure their wealth for future generations.
Gary Stewart, FCSI, CIM®
Senior Wealth Advisor
Portfolio Manager
With over 35 years of experience in wealth management, Gary has been a vital part of our team, offering trusted advice and strategic guidance. Gary continues to focus on high-level contributions, providing insights and oversight for our most complex client cases. His deep knowledge of financial markets, estate planning, and investment strategies remains integral to the success of our business. Clients and colleagues still benefit from his wealth of experience and ongoing commitment to helping them achieve long-term financial security.
Travis Leger, MBA
Wealth Advisor
With an MBA and experience in commercial banking as well as private sector, Travis spends his time working side-by-side with Dustin, playing a key role in managing client portfolios and executing financial strategies. As the right-hand person to the lead advisor, he helps ensure each client receives tailored advice and seamless service.
Christine Acres
Client Associate
Christine has over 35 years experience with CIBC, Christine is a professional and the primary point of contact for our clients. Her extensive knowledge and client-focused approach ensure that every inquiry is handled with care and professionalism, making her an invaluable resource for all client needs.
Brenda McGrath
Client Associate
Brenda has over 25 years of experience within CIBC. She manages client communications and schedules meetings, ensuring seamless coordination between clients and advisors. With a focus on efficiency and professionalism, she provides a smooth client experience, making sure every meeting is timely and well-organized.
Kelly Chafe
Financial Associate
With over 25 years of expertise at CIBC, Kelly plays a key role in managing the day-to-day operations and processing for the team. Registered to execute trades, she ensures that all tasks are handled efficiently and accurately, contributing to the smooth functioning of the team’s services. Her extensive experience and dedication make her a vital asset in supporting both clients and advisors.
Catherine McGray
Administrative Assistant
As an integral part of the team, Cathy manages day-to-day operations, ensuring the seamless execution of key administrative tasks such as account opening, updating client paperwork, and online access. She plays a crucial role in maintaining compliance, making sure that all files are onside. Cathy's attention to detail and organizational skills help keep the team's operations running smoothly.
Shoma Thomas
Administrative Assistant
As a valuable addition to the team, Shoma oversees day-to-day operations, including account openings, updating client paperwork, and transferring funds. In her role, she ensures all activities remain compliant with regulatory standards. Though a newer member, Shoma brings fresh energy and a strong commitment to supporting clients and advisors, helping maintain the efficiency and integrity of our services.
Dustin L. Cleghorn, CPA, CA, CIM
As the leader of our wealth management team, Dustin is the primary contact for high and ultra-high net worth clients. He has over a decade of experience in financial services and holds both a Chartered Accountant (CA) designation as well as a Chartered Investment Manager (CIM®) designation. Both equip him with a deep understanding of financial strategy, investment management and overall planning.
He thrives on the trust and responsibility placed in him, ensuring that each client’s financial goals are met with the utmost care and attention. By providing personalized, strategic solutions, he guides the team in delivering exceptional service, helping clients navigate complex financial landscapes and secure their wealth for future generations.
Gary Stewart, FCSI, CIM®
With over 35 years of experience in wealth management, Gary has been a vital part of our team, offering trusted advice and strategic guidance. Gary continues to focus on high-level contributions, providing insights and oversight for our most complex client cases. His deep knowledge of financial markets, estate planning, and investment strategies remains integral to the success of our business. Clients and colleagues still benefit from his wealth of experience and ongoing commitment to helping them achieve long-term financial security.
Travis Leger, MBA
With an MBA and experience in commercial banking as well as private sector, Travis spends his time working side-by-side with Dustin, playing a key role in managing client portfolios and executing financial strategies. As the right-hand person to the lead advisor, he helps ensure each client receives tailored advice and seamless service.