Richard Julé, CIM®
Senior Wealth Advisor, Portfolio Manager
Rich Julé is a Senior Wealth Advisor and Senior Portfolio Manager with The Julé Group at CIBC Wood Gundy Inc. Rich began as an investment advisor in 1985, driven by a passion to assist his clients in achieving their life ambitions and positively impacting their financial outcomes and those of their families. Over the decades Rich has successfully managed the wealth of entrepreneurs, professionals, and successful investors through a variety of economic and market conditions to meet their lifestyle and legacy objectives.
Rich holds a Chartered Investment Manager (CIM®) designation. The (CIM®) designation signifies his advanced knowledge in discretionary investment and portfolio management services.
Rich was born and raised in Saskatchewan. His parents were teachers who valued education and had, among other things, an ongoing interest in investing. This prompted Rich at age 13 to begin learning about saving, investing, and the capital markets. After high school he expanded that education, which helped him realize how helpful he could be to others. For Rich, being a Wealth Manager was the perfect balance of research, continual education, and helpfulness. He had found his calling. Outside of his wealth management business, Rich treasures time with family and friends. He and his wife Schelina are proud parents to seven children and five grandchildren. They also enjoy staying active, travelling, attending sporting events, supporting the arts, and giving back to the community. Rich and Shelina’s community support initiatives are listed within the Julé Group’s website community page.
Kavan Kamboz, B.B.A., CIM®, CFP®, FCSI
Associate Wealth Advisor, Associate Portfolio Manager
Kavan has been with The Julé Group since 2017. Prior to that, he achieved a Finance Degree and a Certificate in Economics from the University of Regina. He also holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) designations, and the FCSI® Certification. In addition, he has his insurance license and has earned the title of Associate Portfolio Manager. Further, Kavan is a member of The Julé Group’s Investment Committee and is engaged in investment management, client reviews, and daily market research.
Kavan enjoys the company of his family and friends and working on projects around his house. He also has a passion for sports, outdoor activities, and adventurous travel. While traveling, he chooses to stay in hostels so he can meet and learn about people from all over the globe. He spends his vacation time hiking, socializing, and relaxing on the beach. He has visited 18 countries and has plans to explore many more.
Davin Johnston, B.B.A., CIM®
Associate Investment Advisor
Davin joined The Julé Group in 2019, after achieving a bachelor’s degree in Finance from the University of Regina. He holds a Chartered Investment Manager (CIM®) designation. Davin is also a member of The Julé Group’s Investment Committee and is engaged in investment management, client reviews, and daily market research.
Outside of the office, Davin enjoys going to the gym, playing slow-pitch baseball, reading, playing guitar, and learning to speak Greek. He is also a huge NFL fan and a faithful supporter of the Los Angeles Chargers. Davin and his wife Christina, value spending time with friends, family, and their very loved cat Marmalade. Davin has found giving back to his community through CNIB and CIBC Run for the Cure very rewarding and plans to continue to serve his community.
Tara Delongchamp
Client Associate
Tara joined CIBC in 2017. During this time, she acquired extensive experience in administration and client support, while also developing relationships with many clients. She has passed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (CPH).
Tara has over a decade of training as a flautist and is a member of the U of R Wind Ensemble. Other than her love for the flute, she enjoys reading, traveling, and spending summer weekends at the beach or camping with friends and family. In addition, she champions Run for the Cure by leading yearly fundraising events and participating in the race.
Kaitlyn Leach
Client Associate
Kaitlyn joined The Julé Group in 2022, after completing her bachelor’s degree in Finance from the University of Regina. She has a banking background with administrative and client relationship experience.
Kaitlyn, along side her husband Daniel, enjoy spending summer weekends at the family cabin, going camping with the family, going boating, and reading. She also loves traveling and has an extensive list of places she would like to visit, including Europe and the Caribbean.
Robin Richardson
Administrative Assistant
Robin recently joined The Julé Group in 2024, after completing her bachelor’s degree in Economics from the University of Regina. She has a background in administration and program support, and enjoys working in client focused environments. She is currently taking the Canadian Securities Course and is looking forward to furthering her financial education.
Outside of work, Robin enjoys traveling and has visited 11 countries. Eleven countries are not enough for her, and she hopes to visit Ireland or New Zealand next. When she cannot travel, she loves to explore the world through food by learning to cook cuisine inspired by places she has been and wants to visit. She also enjoys reading mystery novels, practicing yoga, and learning to speak French in her free time. Robin, along with her husband Josh, have acquired an expansive collection of over 150 boardgames and can often be found on the weekends challenging friends and family to matches.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application.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.
JoAnne Hadesbeck, CFP, RRC, FMA
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.As a Financial Planning Specialist, JoAnne works alongside your Investment Advisor and CIBC Wealth Partners at the Regina Wood Gundy branch. She joined CIBC in 1984 and has held various positions throughout the years, including the past 20 in financial advice and planning. She believes in a holistic and comprehensive approach to financial planning and has extensive experience working with high net worth clients, both personal and corporate.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.