Lori D. Johnson, FCSI, CIM®
Associate Portfolio Manager
I am dedicated to the enhancement and preservation of my client's assets. My wealth management process begins by collaborating with you, and evolves through the decisions we make together. A wealth management strategy progresses to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
I have been in the financial industry for over 30 years and have built my practice on successfully providing my clients with highly customizable portfolio’s with a suitable level of risk to deliver clients objectives. Myself and my team believe in strong client relationships with a high touch service.
Through a disciplined stock selection process with complements from the industry’s top conviction driven money managers, I have provided exceptional growth to my clients portfolios.
Let me and my team help you towards your goals and assist you to confidently realize your aspirations. Reach out today!
Fayth Gobeil, CIM®, FCSI
Financial Associate
Fayth has a significant educational background, earning a Bachelor of Arts degree from Université de Saint-Boniface; along with industry courses and the Chartered Investment Manager (CIM®) designation. Along with her education, Fayth has been in the investment industry since 2009 and has amassed a great deal of knowledge and experience. Her education along with her experience ensures she understands that each client’s unique needs and circumstances are equally important. She prides herself on being timely and accurate so that our recommendations and your decisions are handled in a prompt and effective manner.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nancy Regina, CFP, RRC
Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application.Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.
She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.
Kim Ellens, MTI
Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim 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. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Laural McDonald, CFP®
Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application.Laural Has been providing Financial and Estate Planning advice for more than 25 years. Laural is a certified financial planner and a member of The Canadian Institute for Financial Planners and an affiliate of the Trust and Estate Practitioners.
As a Wealth Strategist, Laural takes an in-depth approach to understand your unique situation and provides recommendations to optimize how your financial affairs are structured with specific emphasis on tax optimization and estate and trust planning.
Kevin Townsend, B.Comm., PFP
Senior Private Banking advisor
Opens in your telephone provided application. Opens in your email provided application.As a Private Banking Advisor, I believe my personable and dependable nature cultivates an environment where my clients feel appreciated and supported. As trust is the foundation of all enduring partnerships, I make it my responsibility to remain objective and advocate for my client's best interest. I’m knowledgeable and I leverage my diverse professional experience to bring a unique perspective to each interaction. I’m genuinely caring and demonstrate this with responsiveness, transparency and attention to detail. Once I understand your vision, I'll use a holistic approach by partnering with our collaborative network of experienced professionals to develop a comprehensive wealth plan for you and your family. I also engage your external advisors to make sure everyone is aligned, so you can enjoy peace of mind and focus your life on what matters most.
Christopher Mahussier, FCSI, CFP®, MFA-P™
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.As a Certified Financial Planner, Christopher partners with families and individuals who are committed to their financial success. 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. Christopher is active within the Winnipeg community, supporting a number of charities and philanthropic causes.