Jonas Kelly
Senior Wealth Advisor
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.
Leticia Fereguetti
Client Associate
As a Client Associate, I provide dedicated organizational and specialized support to you, our client, as well as the rest of the team.
In my role, I act as the primary contact regarding account administration, and day-to-day client service requests. I believe that client needs are first and foremost, and will handle your requests in a timely, friendly, and professional manner.
I have experience in client service, customer relations, database management, and retail banking. I hold a Bachelor of Business Administration degree from the University of Winnipeg, with a double major in Marketing and Human Resources, and I am licensed as an Investment Representative.
Christopher Mahussier
Financial Planning Specialist
As a Certified Financial Planner, Christopher helps clients navigate the complexities of wealth. He guides clients through a goals and values-based financial planning process, helping them make informed financial decisions that reflect what their wealth is for, inclusive of their financial independence, legacy, and social capital.
An accredited professional with over a decade of experience, he supports CIBC Private Wealth by providing customized financial plans and sound planning strategies to high-net-worth clients in Winnipeg. Christopher has earned the CFP®, FCSI®, and MFA-P™ designations.
Jonas Kelly
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.
Leticia Fereguetti
As a Client Associate, I provide dedicated organizational and specialized support to you, our client, as well as the rest of the team.
In my role, I act as the primary contact regarding account administration, and day-to-day client service requests. I believe that client needs are first and foremost, and will handle your requests in a timely, friendly, and professional manner.
I have experience in client service, customer relations, database management, and retail banking. I hold a Bachelor of Business Administration degree from the University of Winnipeg, with a double major in Marketing and Human Resources, and I am licensed as an Investment Representative.
Christopher Mahussier
As a Certified Financial Planner, Christopher helps clients navigate the complexities of wealth. He guides clients through a goals and values-based financial planning process, helping them make informed financial decisions that reflect what their wealth is for, inclusive of their financial independence, legacy, and social capital.
An accredited professional with over a decade of experience, he supports CIBC Private Wealth by providing customized financial plans and sound planning strategies to high-net-worth clients in Winnipeg. Christopher has earned the CFP®, FCSI®, and MFA-P™ designations.