Frank Grisdale, FCSI, CIM®
Frank started in the investment business in 1987 at the Wood Gundy office in Edmonton. In 2009 he was recruited to manage the Kitchener Waterloo and Guelph offices for CIBC Wood Gundy, which luckily for he and his wife Louise, allowed them to live close to their daughter Mackenzie. Shortly after his arrival in Kitchener Waterloo, Frank founded the Surprise Movie Night fundraiser for K.W. Counselling, held annually at the Princess Cinema, which has raised over $100,000. He is also a strong supporter of the Humane Society KW Stratford Perth and the Hamilton Burlington SPCA organizations. Frank is also an accomplished fine art photographer. He has had solo exhibitions in Edmonton, Munich, and Tokyo. His work can be found in private, corporate, institutional, and government collections around the world. Being from Edmonton, his favorite team is the Edmonton Oilers, so he sympathizes with Toronto Maple Leaf fans.
Frank holds the Chartered Investment Manager designation and is a Fellow of the Canadian Securities Institute.
Alex Heber
Julie Goode
Advisory board
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Jamie Cote, MBA, CFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.
Jeffrey Klompus, CFP, RRC
Wealth Strategist
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Jamie Cote, MBA, CFP, CIM
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.
Jeffrey Klompus, CFP, RRC
Jeffrey is an accredited professional with over 25 years of experience providing financial planning and advice to clients. He is passionate about creating and delivering customized financial plans and sound strategies to help high net worth clients manage their wealth. He provides advice on sophisticated wealth strategies for clients including areas such as integrated personal and business wealth planning, inter-generational wealth transfer, and tax optimization strategies.