Ken Gaskell, CIM, FMA, DMS, CIWM, CFP®
Tel:
(250) 260-6304Email:
ken.gaskell@cibc.caKen is a Senior Portfolio Manager and a valued member of the Gaskell Slimmon Advisory Group. With over 25 years of experience in the investment industry, Ken is dedicated to unlocking your financial potential alongside his expert team.
Are you feeling overwhelmed by the complexities of investment decisions? Ken, in collaboration with the Gaskell Slimmon Advisory Group, excels at simplifying the investment landscape, transforming intricate concepts into clear and actionable strategies. They understand the struggles of uncertainty and guide clients towards confident financial choices.
One of the key obstacles Ken and the advisory group overcome is the fear of market volatility. They recognize that navigating unpredictable market conditions can be daunting, leaving investors anxious and unsure about their next steps. Through their comprehensive risk management strategies, they instill confidence, enabling you to weather market fluctuations while capturing lucrative opportunities.
Ken and the group also empathize with the frustration of generic investment approaches that fail to consider individual needs. They believe in the power of personalized solutions tailored to your unique financial circumstances and aspirations. By taking the time to understand your goals, risk tolerance, and investment preferences, they create customized investment strategies that align with your specific requirements.
With Ken Gaskell and the Gaskell Slimmon Advisory Group, you gain a dedicated partner who is committed to empowering your financial journey. They excel at providing clarity in complex situations, minimizing risk while maximizing growth potential, and delivering tailored solutions that align with your goals.
Unleash your financial potential today by partnering with Ken Gaskell and the Gaskell Slimmon Advisory Group – the experts who empower your financial journey and set you on a path to prosperity.
Les Slimmon, PFP, CIM®, FCSI
Tel:
(250) 260-6307Email:
leslie.slimmon@cibc.comI am a Senior Wealth Advisor and Associate Portfolio Manager with the
Gaskell Slimmon Advisory Group. I began my career in the financial
service industry in 1994. In addition to wealth management, I also
specialize in helping business owners achieve their financial goals.
I am a graduate of the University of Regina with an Associate Diploma in
Business Administration and hold a Life Insurance license along with the
PFP, FCSI and CIM designations.
My approach to wealth management is to ensure your portfolio is well
diversified and has exposure to a broad range of asset classes, delivering solid
investment returns while minimizing volatility.
As a Wealth Advisor, I provide my clients with convenience, flexibility and
peace of mind through the services and the financial solutions I offer. The financial
solutions I provide are personally tailored to you and always firmly grounded in
prudent financial advice.
Once I understand my clients’ goals, I engage my 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.
Taryn Mulligan
Tel:
(250) 260-6317Email:
taryn.mulligan@cibc.comBorn and raised in South Africa, Taryn Mulligan has always been driven by her passion for finance and wealth management. With an career spanning 27 years, she has amassed a wealth of experience in the industry, representing esteemed global and national private client wealth management companies throughout her journey.
In her native South Africa, Taryn was a registered Portfolio Manager, overseeing and optimizing client portfolios. Her responsibilities extended to providing investment advice and adeptly guiding clients through the complexities of financial markets. Her deep understanding of wealth management intricacies and unwavering dedication to client satisfaction have consistently set her apart.
In early 2022, Taryn embraced a significant life and career change by relocating to the picturesque Okanagan region with her husband and three sons. Eager to contribute her expertise to the Canadian market, she pursued and achieved qualification to provide investment advice within the Canadian regulatory environment. Taryn continues to expand her knowledge and expertise in Canadian products, driven by an unwavering commitment to professional growth and a relentless pursuit of excellence.
Taryn's vast experience, her relentless pursuit of exceptional service, and her remarkable dedication to her profession have quickly made her a highly valued asset to our team. As she continues to make her mark, Taryn will assume greater responsibilities within our team, further elevating our ability to deliver unparalleled value to our clients.
Outside of her professional endeavors, Taryn finds solace in cherishing moments with her family, exploring the captivating landscapes of the Okanagan region, and forging connections with individuals from all walks of life. An avid hiker, she embraces the abundance of outdoor activities that the region offers, nourishing her spirit and maintaining a healthy work-life balance.
Tracy Bell
Tel:
(250) 260-6307Email:
tracy.bell@cibc.comTracy is an indispensable member of our team, serving as our efficient Administrative Assistant. Tracy's seasoned expertise in administrative support plays a crucial role in the smooth functioning of our advisory group. Her proficiency in managing schedules, coordinating communications, and handling administrative tasks ensures seamless operations.
Tracy's proficiency and professionalism contribute to the overall effectiveness and professionalism of our services.
Ken Gaskell, CIM, FMA, DMS, CIWM, CFP®
Senior Portfolio Manager
Senior Investment Advisor
Ken is a Senior Portfolio Manager and a valued member of the Gaskell Slimmon Advisory Group. With over 25 years of experience in the investment industry, Ken is dedicated to unlocking your financial potential alongside his expert team.
Are you feeling overwhelmed by the complexities of investment decisions? Ken, in collaboration with the Gaskell Slimmon Advisory Group, excels at simplifying the investment landscape, transforming intricate concepts into clear and actionable strategies. They understand the struggles of uncertainty and guide clients towards confident financial choices.
One of the key obstacles Ken and the advisory group overcome is the fear of market volatility. They recognize that navigating unpredictable market conditions can be daunting, leaving investors anxious and unsure about their next steps. Through their comprehensive risk management strategies, they instill confidence, enabling you to weather market fluctuations while capturing lucrative opportunities.
Ken and the group also empathize with the frustration of generic investment approaches that fail to consider individual needs. They believe in the power of personalized solutions tailored to your unique financial circumstances and aspirations. By taking the time to understand your goals, risk tolerance, and investment preferences, they create customized investment strategies that align with your specific requirements.
With Ken Gaskell and the Gaskell Slimmon Advisory Group, you gain a dedicated partner who is committed to empowering your financial journey. They excel at providing clarity in complex situations, minimizing risk while maximizing growth potential, and delivering tailored solutions that align with your goals.
Unleash your financial potential today by partnering with Ken Gaskell and the Gaskell Slimmon Advisory Group – the experts who empower your financial journey and set you on a path to prosperity.
Les Slimmon, PFP, CIM®, FCSI
Senior Wealth Advisor
Associate Portfolio Manager
I am a Senior Wealth Advisor and Associate Portfolio Manager with the
Gaskell Slimmon Advisory Group. I began my career in the financial
service industry in 1994. In addition to wealth management, I also
specialize in helping business owners achieve their financial goals.
I am a graduate of the University of Regina with an Associate Diploma in
Business Administration and hold a Life Insurance license along with the
PFP, FCSI and CIM designations.
My approach to wealth management is to ensure your portfolio is well
diversified and has exposure to a broad range of asset classes, delivering solid
investment returns while minimizing volatility.
As a Wealth Advisor, I provide my clients with convenience, flexibility and
peace of mind through the services and the financial solutions I offer. The financial
solutions I provide are personally tailored to you and always firmly grounded in
prudent financial advice.
Once I understand my clients’ goals, I engage my 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.
Born and raised in South Africa, Taryn Mulligan has always been driven by her passion for finance and wealth management. With an career spanning 27 years, she has amassed a wealth of experience in the industry, representing esteemed global and national private client wealth management companies throughout her journey.
In her native South Africa, Taryn was a registered Portfolio Manager, overseeing and optimizing client portfolios. Her responsibilities extended to providing investment advice and adeptly guiding clients through the complexities of financial markets. Her deep understanding of wealth management intricacies and unwavering dedication to client satisfaction have consistently set her apart.
In early 2022, Taryn embraced a significant life and career change by relocating to the picturesque Okanagan region with her husband and three sons. Eager to contribute her expertise to the Canadian market, she pursued and achieved qualification to provide investment advice within the Canadian regulatory environment. Taryn continues to expand her knowledge and expertise in Canadian products, driven by an unwavering commitment to professional growth and a relentless pursuit of excellence.
Taryn's vast experience, her relentless pursuit of exceptional service, and her remarkable dedication to her profession have quickly made her a highly valued asset to our team. As she continues to make her mark, Taryn will assume greater responsibilities within our team, further elevating our ability to deliver unparalleled value to our clients.
Outside of her professional endeavors, Taryn finds solace in cherishing moments with her family, exploring the captivating landscapes of the Okanagan region, and forging connections with individuals from all walks of life. An avid hiker, she embraces the abundance of outdoor activities that the region offers, nourishing her spirit and maintaining a healthy work-life balance.
Tracy is an indispensable member of our team, serving as our efficient Administrative Assistant. Tracy's seasoned expertise in administrative support plays a crucial role in the smooth functioning of our advisory group. Her proficiency in managing schedules, coordinating communications, and handling administrative tasks ensures seamless operations.
Tracy's proficiency and professionalism contribute to the overall effectiveness and professionalism of our services.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Pat Marshall, CIM, CFP
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Aleks Holtz
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
Anne Leistner, CIM, CFP, RRC, B.B.A.
As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.
Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.
Anne's clients greatly value this level of highly personalized attention and service.
Anne's been with CIBC since 2006 and is fluent in German.
Monika Kriedemann, CFP, CLU
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.
Jamie Golombek
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Pat Marshall, CIM, CFP
Wealth strategist
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Aleks Holtz
Estate Planning Specialist
Aleks is dedicated to providing outstanding support in the areas of insurance and estate planning and works with clients to create strategies that build and protect their wealth. Aleks studied at BCIT specializing in marketing and business management before he joined CIBC Wood Gundy in 2010. Aleks has been working towards completing his CFP and CLU designations.
Anne Leistner, CIM, CFP, RRC, B.B.A.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.
Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.
Anne's clients greatly value this level of highly personalized attention and service.
Anne's been with CIBC since 2006 and is fluent in German.
Monika Kriedemann, CFP, CLU
Financial Planning Specialist
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.