Brodie Wagner, CFA, CIM
Tel:
(780) 429-8930Email:
brodie.wagner@cibc.comAs a Portfolio Manager, Brodie takes an in-depth approach to understand your unique situation and provides purposeful recommendations to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning. Brodie joined our team in 2013, but began his career in the investment industry in 2007 after completing his Bachelor of Commerce degree at the University of Alberta. He also holds the Chartered Financial Analyst and Chartered Investment Manager designations. Brodie forges long-lasting partnerships with clients and embodies a collaborative, holistic approach. Brodie and his wife Kim, have two children, Nixon and their new baby girl Hartley.
Sarah Michaud, CIM
Tel:
(780) 429-8949Email:
sarah.michaud@cibc.comAs a Portfolio Manager, Sarah provides you and your family with confidence and peace of mind. Sarah creates quality connections with clients and makes a point of being there for them when it matters most. She is focused on bringing client's long-term goals closer by providing intelligent, high impactful wealth solutions. She is knowledgeable in portfolio management, financial planning, as well as tax and insurance strategies. Sarah brings with her 20 years of experience in the investment industry; she is licensed with the Alberta Insurance Council and also holds the Chartered Investment Manager designation.
Sarah and her husband, Loren, have two children and a Standard Poodle named Juno. Together they live on an acreage east of Edmonton. They are involved in their community and love to travel, cook (translation: eat) and enjoy the great outdoors.
As a Portfolio Manager, Brodie takes an in-depth approach to understand your unique situation and provides purposeful recommendations to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning. Brodie joined our team in 2013, but began his career in the investment industry in 2007 after completing his Bachelor of Commerce degree at the University of Alberta. He also holds the Chartered Financial Analyst and Chartered Investment Manager designations. Brodie forges long-lasting partnerships with clients and embodies a collaborative, holistic approach. Brodie and his wife Kim, have two children, Nixon and their new baby girl Hartley.
As a Portfolio Manager, Sarah provides you and your family with confidence and peace of mind. Sarah creates quality connections with clients and makes a point of being there for them when it matters most. She is focused on bringing client's long-term goals closer by providing intelligent, high impactful wealth solutions. She is knowledgeable in portfolio management, financial planning, as well as tax and insurance strategies. Sarah brings with her 20 years of experience in the investment industry; she is licensed with the Alberta Insurance Council and also holds the Chartered Investment Manager designation.
Sarah and her husband, Loren, have two children and a Standard Poodle named Juno. Together they live on an acreage east of Edmonton. They are involved in their community and love to travel, cook (translation: eat) and enjoy the great outdoors.