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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Middlebrook Advisory Group

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About us

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 231-3361
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Email Email
Telephone Number Tel

About us

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Mark Middlebrook

Mark Middlebrook

Senior Wealth Advisor

Portfolio Manager

Tel:

(403) 231-3361

Email:

mark.middlebrook@cibc.com

Mark has been partnering with clients to provide real wealth solutions since 1999. He brings extensive experience in creating and executing comprehensive wealth plans. Mark works within a team of professionals dedicated to advising our clients, and focuses on solutions unique to their family, business, and estate considerations. Mark is a born and raised Calgarian, and a proud supporter of his local community. He enjoys spending his spare time with his wife and daughter. You can find them curling, taking in a Flames game, or walking Calgary’s wonderful river paths.

Mark Middlebrook

Mark Middlebrook

Senior Wealth Advisor
Portfolio Manager
(403) 231-3361
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mark.middlebrook​@cibc.com
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Mark has been partnering with clients to provide real wealth solutions since 1999. He brings extensive experience in creating and executing comprehensive wealth plans. Mark works within a team of professionals dedicated to advising our clients, and focuses on solutions unique to their family, business, and estate considerations. Mark is a born and raised Calgarian, and a proud supporter of his local community. He enjoys spending his spare time with his wife and daughter. You can find them curling, taking in a Flames game, or walking Calgary’s wonderful river paths.

 
Erich Roseneck

Erich Roseneck

Associate Investment Advisor
(403) 266-0101
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Erich.Roseneck@cibc.com
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Erich has been with CIBC Wood Gundy since 2018. He works with our clients to help them achieve their financial goals through both investment management and more in-depth wealth planning to meet their specific needs. Erich is a born and raised Calgarian, graduating from the University of Calgary in 2013. Prior to joining CIBC Wood Gundy, he worked in software and oil & gas. In his spare time, he enjoys snowboarding, reading, and travelling with his wife and son.

 
Diamond Whittaker

Diamond Whittaker

Client Associate
(403) 776-6286
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diamond.whittaker@cibc.com
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Diamond graduated in 2014 with a Bachelors Degree in Commerce and has over 11 years of administrative experience in the financial industry. She came to CIBC Wood Gundy in 2022 after relocating from Ontario with her husband. Diamond is responsible for the vast administrative needs of our team, the details of our clients and their accounts and is dedicated to providing superior client service. When not at work you can find her baking, painting, or hiking with her husband and dog.

 

Asher Laughton

Client Associate
(403) 355-3160
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asher.laughton@cibc.com
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Asher is the newest member of the team, joining CIBC Wood Gundy in September 2024. He recently graduated MRU with a degree in financial analysis and a minor in financial services. Asher has completed the initial round of exams, and continues to expand his knowledge and practice in the investment industry. Asher supports the team in administrative activities, supporting clients on all their account needs. He cheers on the Calgary Flames and enjoys reading, sports and travelling in his free time.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Laurie Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Laurie Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant
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Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.