Padget Lofgren is a Senior Investment Advisor with CIBC Wood Gundy. He has been an Investment Advisor since 1979, providing advice concerning financial and retirement planning, portfolio strategies, insurance and estate planning. His clients include individuals, institutions, business owners, and family trusts.

Padget can be found most weekends working at the family farm near Camrose.

Randy Lewis moved from New Brunswick to begin his career in financial services in 1999 and has worked with Padget since 2004. He is dedicated to a high level of client service to help clients achieve their financial goals. Randy has completed the Canadian Securities Course and the Conduct Practices handbook, allowing him to assist in securities trading. In addition, he is certified in Derivatives Fundamentals and Options Licensing, Wealth Management Essentials, and Professional Financial Planning.

In his spare time, Randy enjoys camping and hiking in the Rocky Mountains with his family.

Brooke specializes in ensuring all new and existing client needs are met in an effective and timely manner. She provides assistance for new account opening, documentation, transfers, and client relations. In April 2022, Brooke graduated from the University of Alberta with a Bachelor of Commerce degree. With a new found passion for the investment industry, she is now planning to complete her Canadian Securities Course in 2023. Outside of work, Brooke enjoys travelling with friends and experimenting new recipes.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.