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.

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He 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.

Evelyn brings more than 25 years of experience in the financial services industry to her role as Senior Private Banking Advisor. A dedicated relationship manager for high net worth individuals and their families, she draws on her background as a Financial Advisor in Business Banking and Imperial Service. In her role with CIBC Professional Banking, Evelyn spent many years specializing in meeting the financial needs of Healthcare Professionals. She has also completed the Professional Financial Planning course, the Canadian Securities Course and the Wealth Management Essentials Course. 

Evelyn's wealth management experience allows her to provide in depth financial advice to her clients. Through a team of specialists, she provides a complete range of financial solutions including investment planning and management, business banking, estate and trust advisory services, business succession planning, tax sheltering opportunities and domestic and international trusts to meet the specific needs of her clients. 

Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.

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 Private Banking Advisor, Greg provides his clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. Together with his Associate, Greg works closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions; but also provide recommendations on how to best position their financial resources for the future. Greg’s clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.