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.
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.
Stephanie Edwards-Flota, CIM®, CFP®
Associate Wealth Advisor, Portfolio Manager
Stephanie has 16 years of extensive investment industry experience. She holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. In addition, she has her insurance license and is a Portfolio Manager. Stephanie is also a member of The Julé Group’s Investment Committee and is actively involved in our stock and equity ETF screening, model portfolio monitoring, and portfolio rebalancing. Stephanie also manages the team and client communications when Rich is in meetings.
Stephanie enjoys being a hockey mom to her son and supporting her daughter in the performing arts. She also enjoys travelling and has an extensive list of countries she plans to visit. At the top of her list are Italy, Greece, Croatia, Spain, and the Maldives.
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, he has his insurance license and earned the title of Associate Portfolio Manager. Additionally, Kavan is a member of The Julé Group’s Investment Committee and is involved in monitoring our Alternative Investment Strategies, our preferred Institutional Managers, and fixed-income ETF exposures. He is also 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 travelling, 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®
Client Associate
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 oversees our administration team and our client’s Wealth Management and Financial Reviews. Davin is a member of The Jule Group’s Investment Committee and is monitoring our short list of preferred Mutual Fund positions.
Davin enjoys being active, travelling, reading, playing guitar, and spending summer weekends at the family cabin. To stay active, he runs, goes to the gym, and plays on a recreational slow-pitch baseball team. While at the lake, he stays busy socializing, boating, and jet-skiing. His favorite travel destinations thus far are Italy and The Netherlands but he hopes to travel to his next bucket list destination, Greece, very soon.
Tara Delongchamp
Administrative Assistant
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 Blumhagen
Administrative Assistant
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek
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.