The Schenstead Estate Planning Team
By establishing trusted relationships, Eric Schenstead has served the Clients of CIBC Wood Gundy effectively, working in collaboration with their professional advisors and by keeping the following business philosophy in mind:
- To listen to the client and their advisors,
- To understand the aims and hopes that they have, and
- To develop a customized strategy to help our Clients better attain their aims and hopes in an efficient manner,
- Thereby delivering peace of mind, through confident, professional planning that meets our client's personal objectives.
"Estate Planning," as practiced by Eric may best be summarized as: " the lifelong accumulation, management and enjoyment of valuable assets, followed by a orderly transition to others, according to a written plan."
Eric Schenstead, CLU, TEP, CFP
Estate Planning Specialist
Eric Schenstead is an Estate Planning Specialist with a wealth of insurance and estate planning expertise gained through over 25 years experience in the insurance and wealth management business. Eric provides this service to Investment Advisors and their selected clients in the Prairie Region for the CIBC Wood Gundy. Eric has attained the following professional designations, which demonstrate his ongoing commitment to education in order to better serve our clients. They are the:
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Trust and Estate Practitioner (TEP)
Eric is committed to assisting the Investment Advisors and their allied professionals in providing tailored estate planning solutions that benefit their clients.
"Providing our clients the protection, confidence and dignity to navigate life's altering events"
Jacqueline Pinfold
Estate Planning Assistant
Jacqueline Pinfold has 25 years experience in the insurance, investment, and legal industries. Jacqueline has been with CIBC Wood Gundy for just over one year, working as the Estate Planning Assistant for Eric Schenstead. Prior to that, she worked with one of our key suppliers, Manulife Financial, as a Senior Insurance Marketing Consultant, and Great West Life. Jacqueline also has several years' experience working as an Investment Advisor Assistant in the Edmonton area.