Pat Marshall, CIM, CFP

Wealth strategist

Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans. 

Laural McDonald, CFP

Wealth Strategist

The planning process includes a review of the client's goals and objectives and a summary of their current financial situation. It also addresses one or more of the following areas: capital needs, investment planning, retirement planning, education planning, estate and trust planning, and risk management needs and coverage.

Matthew Makarenko, CFP®

Financial Planning Specialist

Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.

In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.

Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.

Julia Garner, CFP®, CLU

Estate Planning Specialist

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.

Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner^® and Chartered Life Underwriter^®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.

Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

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.

Ryan Romanko, CFP, CLU

Estate Planning Specialist

Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

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. 

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.

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

Kristina Weenink, B.Comm.

Private Banking Advisor

Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her 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.