Richard Julé, CIM®
Senior Wealth Advisor, Portfolio Manager
Rich Julé leads The Julé Group, where he aims to make a meaningful impact by helping clients achieve their desired financial, lifestyle, and legacy goals. He has been an investment advisor, wealth advisor, and portfolio manager since 1985. In fact, Rich has successfully managed money during market crashes, bull and bear markets, and recessions. Additionally, he holds the Chartered Investment Manager (CIM®) designation.
Rich was honoured to be included in the Globe and Mail's Report on Business, Canada's Top Wealth Advisors 2021. This honour was bestowed by the Globe and Mail, in partnership with SHOOK Research. This announcement was made in the Globe and Mail’s inaugural ranking of the country’s most effective financial advisors.
His team members were selected based on their character, specialized skills, and their passion for excellence. The Julé Group has developed an investment and wealth management process that carefully considers their client’s wealth, risk tolerance and capacity, debt strategy, tax minimization strategy, and cost management before developing an individualized wealth management plan. Their portfolios are globally diversified with a blend of proprietary screened investments. We have successfully built wealth and retirement assets, while also, facilitating work-optional lifestyles, philanthropy, and planning investment legacies.
Rich and his wife, Schelina, are committed to making a difference in their communities. They support numerous local, national, and international charities through their foundation. They have a passion for travel, sports, outdoor activities, and the arts. However, nothing is more important than the time they spend with family and friends.
Tara joined CIBC in 2017. During this time she has acquired extensive experience in administration and client support, while also developing relationships with many clients. She is currently taking the Canadian Securities Course with plans to expand her financial education.
Tara is a flautist with over a decade of training. She enjoys performing with the flute, reading, and spending summer weekends at the beach or camping with friends and family. She is also fond of travelling and hopes to visit Scotland next.
Kaitlyn has completed her bachelor’s degree in Finance from the University of Regina. She has a banking background with administrative and client relationship experience. She is currently taking the Canadian Securities Course with plans to further her finance education. Kaitlyn enjoys reading, boating, spending summer weekends at the family cabin, and camping with her family. She also loves traveling and has an extensive list of places she would like to visit, including Europe and the Caribbean.
We partner with CIBC experts to help address all of your wealth needs.
Managing Director Tax and Estate Planning
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
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
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.