Kurtis Dukelow, B.Comm., RRC
Kurtis’s investment philosophy centres on building well-diversified portfolios with broad asset-class exposure, focused on growth while seeking to minimize volatility. He begins by understanding each client’s values, dreams, and goals, then identifies any gaps and coordinates with CIBC specialists and external professionals to help deliver comprehensive advice. Kurtis’s clients value the convenience, flexibility, and peace of mind provided by their CIBC Wood Gundy team, allowing them to focus on living their lives without worrying about their finances. Outside of work, Kurtis enjoys playing golf and spending time with his family.
Jennifer Grant, BA
Jennifer Grant, BA (Economics) is the Administrative Assistant with Dukelow Wealth Advisory and an important part of the team’s client experience. She earned her BA in Economics from the University of Victoria, started her career with CIBC as a teller in 2013, and joined CIBC Wood Gundy in 2014.
Jennifer works closely with Kurtis to help ensure clients feel supported through attentive service, thoughtful coordination, and a welcoming approach. She is committed to making each interaction smooth, efficient, and positive. Outside of work, Jennifer enjoys spending time with her family.
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Kelsey Draper, BA, CFP®
Wealth Strategist
Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans. Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies.
Kelsey Draper, BA, CFP®
Kelsey's role as Wealth Strategist is to take an in-depth approach with each client, understanding their unique situation and what is important to them. She provides families with a comprehensive financial plan with ideas and recommendations to optimize their financial affairs integrating retirement, tax, will, estate, trust and insurance plans. Kelsey collaborates with external professional advisors, including accountants, lawyers and the CIBC advisory team to implement recommended strategies.
James Amarelo
Financial Planning Specialist
James joined the financial services industry in 2003. In 2010, he acquired his Certified Financial Planning designation (CFP) for the reason that he is passionate promoter of financial literacy and ensuring that clients are on track through various stages of life. Originally from Toronto, he moved to Victoria 10 years ago, and has made this his home with his wife and daughter. James is active in the community. He was the Head Coach of the Victoria Special Olympics Curling team and lead them to the Canadian Nationals in 2020.
James Amarelo
James joined the financial services industry in 2003. In 2010, he acquired his Certified Financial Planning designation (CFP) for the reason that he is passionate promoter of financial literacy and ensuring that clients are on track through various stages of life. Originally from Toronto, he moved to Victoria 10 years ago, and has made this his home with his wife and daughter. James is active in the community. He was the Head Coach of the Victoria Special Olympics Curling team and lead them to the Canadian Nationals in 2020.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.