Roland Guenette
For over 30 years, Roland has delivered specialized investment management, as well as financial and tax planning to a diverse group of clients across Canada. Presently managing approximately $700 million, including many multigenerational relationships, he and our team continues to build relationships with clients, while adding strength to their financial future.
A graduate of the University of British Columbia's Faculty of Commerce with a major in Urban Land Economics, Roland's career in the financial world began with a major Canadian trust company, where he specialized in the financing of large real estate projects across Canada. From there, he moved on to commercial banking for many years and eventually oversaw the development of a number of large hotel and golf resorts in both Canada and the Caribbean.
Having recently completed the Institute of Family Enterprise Advisor course curriculum, Roland is always looking for ways to expand his knowledge and create greater results for his clients. Dedicated to our client’s wellbeing, he prides himself on offering insightful services and solutions.
Ryan Hegholz, CFA, CFP®
As an Investment Advisor, Ryan's focus is on developing long term relationships built on trust and communication. Taking the time necessary to know each individual or family situation is the key element to gaining a full picture on their financial wellbeing.
"Our detailed approach is dependent on a thorough understanding of where our clients have come from, where they are and where they want to be. This is the foundation of every client relationship we have."
Ryan graduated with a Bachelor of Commerce from the University of Alberta and has subsequently obtained his Chartered Financial Analyst and Certified Financial Planner designations. With more than 15 years in the investment industry, Ryan has the right mix of education and experience to build sound and thoughtful financial strategies for clients. Prior to joining the Guenette Team at CIBC Wood Gundy in 2010, Ryan spent several years as an Institutional Equity Trader for a global investment management firm and several more years as an analyst / equities trader, for one of Canada's major telecommunications companies.
As part of a veteran team of individuals all dedicated to helping clients experience life's adventures, Ryan enjoys the rewards and challenges that come with being a trusted advisor. He takes a comprehensive approach to wealth management, embracing the fact that it's not just about money, it's about understanding what the money has to accomplish along the way to financial independence.
Edwin Aun, CFP®, TEP
Edwin has been an integral part of CIBC Wood Gundy since 2008. Using his business experience, extensive administrative and market knowledge, Edwin works closely with our team to identify opportunities that help our clients make decisions that can improve their lives and achieve their goals.
While Edwin loves finance, he has a passion for aviation as well. In fact, after completing the Aircraft Maintenance Engineer Program at BCIT, he spent six years as an Aircraft Maintenance Engineer before making the move to CIBC Wood Gundy in 2008. Edwin currently holds the Certified Financial Planner and Trust and Estate Practitioner designation. On the personal side, Edwin’s growing family keeps him busy at home, but they are always on the look-out for their next food and travel adventure.
Firmly believing that anything is possible with the right expertise and proper perspective, Edwin enjoys connecting with people at a personal level, developing their trust and finally, seeing a satisfied client. Nothing is more satisfying than knowing he was a big part in helping them achieve their goals.
Diana Luong
Diana has a passion for the Investment Industry and has over 20 years of industry experience, all with CIBC Wood Gundy.
As a former Senior Branch Administrator and member of the Calgary branch management team, she provided oversight, guidance and approvals for all support staff in the branch, giving her the skills and in-depth knowledge necessary to provide our clients with professional and efficient service. She is a fully licensed Client Associate and is dedicated to continually expanding her knowledge and expertise through ongoing industry education. Diana is committed to excellence and believes in providing exceptional service and building long-term client relationships.
In her free time, Diana volunteers at various local charities and is an avid foodie and gardener.
Genevieve Guenette
Genevieve joined CIBC Wood Gundy after graduating from SAIT with a Diploma in Business Administration with an emphasis on Finance.
Since joining CIBC Wood Gundy in 2008, she has filled a variety of roles and was most recently an integral part of the Calgary branch management team focusing on compliance, training, and operations. She's committed to maintaining her knowledge and expertise in the facets of the financial services industry that affect us most directly to ensure that we are always up-to-date with the most current information. Genevieve values first class client service and strives to enhance and deepen all of our client relationships.
When she's not on her motorcycle or on skis, Genevieve loves to travel and spend time with family and friends. As an avid hockey fan, she is our resident Flames statistician and is on a mission to see a hockey game in every NHL arena.
Jody Patmore
Jody has worked in the financial industry for over 10 years, all with CIBC, originally starting in Penticton, BC. Working directly with Financial Advisors and clients, with their day-to-day banking as well as lending and mortgage needs, Jody grew to realize she saw a bigger picture.
She recently moved back to Alberta, starting at Wood Gundy in February of 2022. Her excellent client service and organizational skills makes her a fantastic addition to our team. Joining our team has brought an even wider span of knowledge for investments, and a whole new range of opportunities to broaden her skills.
Jody is in the process of completing her securities registration and looks forward to the expanded capabilities this will provide.
Jody loves spending all of her spare time in nature, whether it be hiking for a view, exploring old ghost towns, or taking a road trip to see a waterfall.
Ina Anton
Ina moved from Moldova in 2010 after 4 years of work experience as Regional Sales Manager for a Effes Vitanta, a brewery. Attending The Academy of Economic Studies, Ina graduated with a degree in Masters of Business Administration. Being passionate about finances, this brought Ina to Canada, where she worked in property management for several years. Ina moved to Calgary and began working at Wood Gundy in 2019. She began her journey as an assistant, becoming a fully licensed Client Associate in 2022.
Building trusted relationships and providing excellent client service is a great asset to The Guenette Advisory Group, who welcomed Ina to the team in October of 2022.
Outside of work Ina loves to spend her time with family, enjoys outdoor activities and travelling.
Linnea Wrazej
Linnea moved to Calgary to join the Guenette Advisory Group in the fall of 2024, a move that also brought her closer to her hometown, Invermere, BC, and her family. Linnea’s career in wealth management began in Vancouver, BC in 2022 after graduating from McMaster University. During her time at McMaster, she attained a combined undergraduate degree in Arts and Science and Business with an honours thesis focused on the environmental impacts of bitcoin mining. Her passion for learning about the financial world did not conclude with her undergraduate studies, since 2022, she has been actively pursuing the Chartered Financial Analyst (CFA) designation and as of February 2024 she has successfully passed all three levels.
In her free time, Linnea loves to spend her time outdoors in the mountains where she enjoys downhill and cross-country skiing, hiking, and running.