My name is Josh Melchers. I joined CIBC Wood Gundy in 2020 and have over a decade of experience in Finance and Accounting. Prior to joining Wood Gundy, I was a Senior Financial Advisor in our CIBC Retail Banking group and prior to that I worked as a Chartered Professional Accountant with KPMG.

In 2013, I graduated from the HBA program at the Ivey Business School, which is also where I met my beautiful wife. From there I started my career at KPMG in Toronto where I earned my Chartered Professional Accountant designation. Since then, I have also earned my CFP®, CIM®, and CFA® Program Level 1.

My wife and I welcomed our daughter into our family in 2021 and our son in 2024, who joined us along with our rescue dog and cat. When I am not spending time with my family, I also enjoy running (having completed over 5 half marathons and 2 ultra-relays), playing hockey, squash, and golf.

I have a passion for working with clients to develop sound investment strategies and comprehensive financial plans to help meet their goals. I look forward to getting to know you and sharing more about the great services that we offer!

With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.

As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.

In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.

Jordan Crampton s’est joint à CIBC Wood Gundy en 2010 ― peu de temps après avoir obtenu un baccalauréat ès arts ― en tant qu’adjoint au sein de l’équipe Planification successorale. Cette occasion lui a permis d’en apprendre autant que possible sur les services financiers et le secteur de l’assurance, et grâce à ces connaissances, il est en mesure d’aider les clients et les conseillers dans le cadre de ses fonctions actuelles. M. Crampton a à cœur de mettre à profit son interprétation et ses compétences techniques à chaque relation professionnelle et de veiller à ce que notre équipe offre la solution appropriée à chaque client.

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

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.