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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Brock Martin

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About us

Address 42 Wyndham Street North Suite 201 Guelph ON, N1H 4E6
Telephone Number (519) 823-4406
Email Email us
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Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Brock A. Martin

Brock Martin, CIM

Portfolio Manager

Tel:

(519) 823-4406

Email:

brock.martin@cibc.com

Linkedin

Looking for a physical and intellectually challenging career, I joined the Canadian Armed Forces directly from high school in the Officer program leading to Pilot wings. This career certainly fulfilled my desire to push my limits and abilities.

Upon graduation, I bid for a Search & Rescue position. I was drawn to the independent flying and the ability to have immediate results in the lives of those I might rescue. I wanted to make a difference to people.

After 10 years of service and many successful missions, I left the Canadian Forces as a Captain with an honorable discharge in 1989. I went on to fly commercially and finished my flying career providing humanitarian relief with the Red Cross in Kenya, Sudan and Ethiopia.

I completed a Diploma in Business Administration at Wilfrid Laurier University graduating in 1991 and changed careers entirely to become a Financial Advisor. I was one of the founding Advisors of one of Canada's leading financial advisory firms in 1995. In 1996, I completed my CFP (Certified Financial Planner) and have recently completed my CIM (Chartered Investment Manager). Today I am an Investment Advisor and Portfolio Manager with CIBC Wood Gundy having joined the CIBC team in 2014.

Today, I still want to make a difference in people's lives. I focus my business and expertise on meeting the needs of my pre- and post-retirees, including maximizing retirement income, minimizing taxes and helping them create effective estate plans.

Monica Davies

Monica Davies

Associate Investment Advisor

Email:

monica.davies@cibc.ca

Monica Davies became part of Brock Martin's team in 1995 and went on to obtain her Personal Financial Planner designation in 2000. Since joining Brock's team, Monica has been instrumental in the development and progression of the practice. Monica works closely with all of our clients, in all aspects of their wealth management requirements, liases and co-ordinates with all other team members, while continuing to manage the day-to-day operations of the business.

Brock A. Martin

Brock Martin, CIM

Portfolio Manager
(519) 823-4406
Opens in your telephone provided application.
brock.martin​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Looking for a physical and intellectually challenging career, I joined the Canadian Armed Forces directly from high school in the Officer program leading to Pilot wings. This career certainly fulfilled my desire to push my limits and abilities.

Upon graduation, I bid for a Search & Rescue position. I was drawn to the independent flying and the ability to have immediate results in the lives of those I might rescue. I wanted to make a difference to people.

After 10 years of service and many successful missions, I left the Canadian Forces as a Captain with an honorable discharge in 1989. I went on to fly commercially and finished my flying career providing humanitarian relief with the Red Cross in Kenya, Sudan and Ethiopia.

I completed a Diploma in Business Administration at Wilfrid Laurier University graduating in 1991 and changed careers entirely to become a Financial Advisor. I was one of the founding Advisors of one of Canada's leading financial advisory firms in 1995. In 1996, I completed my CFP (Certified Financial Planner) and have recently completed my CIM (Chartered Investment Manager). Today I am an Investment Advisor and Portfolio Manager with CIBC Wood Gundy having joined the CIBC team in 2014.

Today, I still want to make a difference in people's lives. I focus my business and expertise on meeting the needs of my pre- and post-retirees, including maximizing retirement income, minimizing taxes and helping them create effective estate plans.

Monica Davies

Monica Davies

Associate Investment Advisor
Opens in your telephone provided application.
monica.davies​@cibc.ca
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Monica Davies became part of Brock Martin's team in 1995 and went on to obtain her Personal Financial Planner designation in 2000. Since joining Brock's team, Monica has been instrumental in the development and progression of the practice. Monica works closely with all of our clients, in all aspects of their wealth management requirements, liases and co-ordinates with all other team members, while continuing to manage the day-to-day operations of the business.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

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.

Lori Strong

Lori Strong, MTI, TEP

Senior Trust and Estate Consultant

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lori Strong

Lori Strong, MTI, TEP

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.