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

The Jonas Kelly Wealth Management Group

  • Home
  • About Us
    • Who We Are
    • Why Us
    • My Philosophy
  • Services
  • Market insights
  • Contact us
  • Integrated Approach

Who We Are

Address 1 Lombard Place 20th Floor, Suite 2000 Winnipeg MB, R3B 3N9
Telephone Number (204) 946-9810
Email Email us
Email Email
Telephone Number Tel

Who We Are

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with 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 more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

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

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Jonas Kelly

Jonas Kelly

Senior Wealth Advisor

Tel:

(204) 946-9810

Email:

jonas.kelly@cibc.com

With a degree in Economics and extensive experience in the investment industry, my background allows me to provide unique and professional insight into my clients' financial affairs.

My philosophy is very simple. For me, success means helping people preserve and build wealth so they can do the things they enjoy doing. Working with my core team, supplemented further by our partners, I have access to a broad variety of investment research and information that influences the financial landscape.

Born and raised in Winnipeg, I reside here with my wife and family. We enjoy spending time with friends, family and clients and we lead a fairly active and engaged lifestyle here in the community.

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Kristen Baloun

Administrative Assistant

Tel:

(204) 946-9805

Email:

kristen.baloun@cibc.com

Kristen joined Wood Gundy as an Administrative Assistant in 2025, and comes to us with 8 years of experience at CIBC in various administrative and service roles. Kristen is responsible for the vast administrative details of our clients and their accounts, and is dedicated to providing superior client service. 

 

Outside of work, Kristen enjoys gardening, camping, and spending as much time as possible with her husband, family and friends. 

Jonas Kelly

Jonas Kelly

Senior Wealth Advisor
(204) 946-9810
Opens in your telephone provided application.
jonas.kelly​@cibc.com
Opens in your email provided application. Opens in a new tab.

With a degree in Economics and extensive experience in the investment industry, my background allows me to provide unique and professional insight into my clients' financial affairs.

My philosophy is very simple. For me, success means helping people preserve and build wealth so they can do the things they enjoy doing. Working with my core team, supplemented further by our partners, I have access to a broad variety of investment research and information that influences the financial landscape.

Born and raised in Winnipeg, I reside here with my wife and family. We enjoy spending time with friends, family and clients and we lead a fairly active and engaged lifestyle here in the community.

Kristen Baloun

Administrative Assistant
(204) 946-9805
Opens in your telephone provided application.
kristen.baloun​@cibc.com
Opens in your email provided application. Opens in a new tab.

Kristen joined Wood Gundy as an Administrative Assistant in 2025, and comes to us with 8 years of experience at CIBC in various administrative and service roles. Kristen is responsible for the vast administrative details of our clients and their accounts, and is dedicated to providing superior client service. 

 

Outside of work, Kristen enjoys gardening, camping, and spending as much time as possible with her husband, family and friends. 

 
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Our partners

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

Christopher Mahussier

Christopher Mahussier, CFP, FCSI

Financial Planning Specialist

As a Financial Planning Specialist, Christopher partners with families and individuals who are committed to their financial success. He believes that success is by choice, not by chance. He advises to help people make informed financial decisions that reflect their goals and values.

An accredited professional with over a decade of experience, he supports the CIBC Wood Gundy team by providing customized financial plans and sound planning strategies to high net worth clients. Christopher has earned the CFP® and FCSI® designations, demonstrating his commitment to life-long learning.

In addition, he is very active within the Winnipeg community, supporting a number of charities and philanthropic causes.

When at home, he enjoys reading biographies and non-fiction, listening to music, and spending time with his wife of over 10 years, Brenna; their daughter, Emma; and the cat, Snickers.

Christopher Mahussier

Christopher Mahussier, CFP, FCSI

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Financial Planning Specialist, Christopher partners with families and individuals who are committed to their financial success. He believes that success is by choice, not by chance. He advises to help people make informed financial decisions that reflect their goals and values.

An accredited professional with over a decade of experience, he supports the CIBC Wood Gundy team by providing customized financial plans and sound planning strategies to high net worth clients. Christopher has earned the CFP® and FCSI® designations, demonstrating his commitment to life-long learning.

In addition, he is very active within the Winnipeg community, supporting a number of charities and philanthropic causes.

When at home, he enjoys reading biographies and non-fiction, listening to music, and spending time with his wife of over 10 years, Brenna; their daughter, Emma; and the cat, Snickers.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.