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 as well as quantitative data, now a fundamental part of the scientific critique in many areas of science. The same broad thinking led her to responsible investing, building portfolios by including an environmental, social, and governance (ESG) overlay to invest conscionable while mitigating risks for her clients. For her, building relationships is key to her success and yours. Stories are so important because her approach is much more than just numbers, and her clients are all seen as individuals. The numbers are still there – steady positive returns in keeping with the fluxes of the market – supporting your story with the stability of sound finances. Bringing more than 25 years of experience in financial management, she is passionate about working with people, helping them to have a better life through solid wealth strategies. Through her leadership, her team continues to provide the excellent results her clients have come to expect. 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. 

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.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.