Petra’s insatiable curiosity has led her down many new paths so it’s not surprising that she is somewhat of a pioneer. Her master’s thesis broke ground in its inclusion of qualitative and quantitative data, now a fundamental part of the scientific critique in many areas of science. The same broad thinking led her down the path of responsible investing, earning her the recognition of her peers for financial planning. Building strong relationships is the foundation of success for both her and her clients. Her approach goes beyond numbers as she sees each client as an individual with unique goals. With over 25 years of experience in financial management, she is deeply passionate about helping people improve their lives through solid wealth strategies. On a personal note, Petra is a dynamic individual and enjoys many interests and activities. Biking, hiking, skiing, camping, the outdoors and nature call to her, another reason why environmental screening is so important to her. She is also a lifelong learner and teacher who loves sharing her knowledge and fun with her grandchildren.

Patricia really cares about our clients and often goes beyond good to great customer service. Taking COVID-19 restrictions in her stride, she continued to provide top quality service while also upgrading her education with financial industry courses—for her own personal growth and to serve you better. She is an integral part of the Remy Investment Group team, complementing Petra’s lead with keen understanding of systems and the value of the individual as a part of the whole. Her personal story incudes a son and family who are very important to her. 

Shelby is a dedicated Client Associate at CIBC Wood Gundy, specializing in seamless meeting preparation, efficient account maintenance, and accurate reconciliation. With a strong focus on ensuring clear and effective communication between portfolio advisors, internal partners, and clients, Shelby plays a vital role in delivering an exceptional client experience.

Shelby graduated from MacEwan University with a Bachelor of Commerce, major in International Business and minor in Finance. Bringing over four years of experience in the financial services industry, including three years as a Banking Advisor, Shelby has developed a deep understanding of clients’ diverse financial needs. This background equips her with the expertise to anticipate challenges and enhance every client interaction.

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.