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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Robert Trickey

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Our Team

Address 502 Victoria Street Nelson BC, V1L 4K8
Telephone Number (250) 352-1454
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Our team

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

Robert Trickey

Investment Advisor
(250) 352-1454
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robert.trickey@cibc.ca
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Rob Trickey is an Investment Advisor for CIBC Wood Gundy based in Nelson, British Columbia.

Rob has over 25 years' experience in successfully advising high net worth families, entrepreneurs and corporations. Rob has been recognized within predecessor firms through Executive and President Council designations. He has also been a member on the National Advisory Council to Management. Rob was previously the Branch Manager of the Kootenay Branches for over 15 years. Rob is also active within the community through various boards and charitable organizations and has served two terms as the finance chair for the Castlegar and District Public Library.

 

Douglas Turner

Associate Investment Advisor
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douglas.turner@cibc.ca
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Doug works alongside Rob in the daily management of our clients' portfolios. He assists in communicating timely advice to clients and may contact you on Rob's behalf to discuss potential recommendations. With markets so volatile and information coming so rapidly, Doug is an extremely valuable asset to the team.

 

Donna Bontje

Client Associate
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donna.bontje@cibc.ca
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Donna handles the administrative aspects of our clients' accounts such as: issuing cheques, registering securities, processing transfers from other institutions, solving administrative concerns and answering inquiries concerning account balances, statements or dividends. Donna has been with the team since 1993, and has the experience and the necessary contacts to get things done efficiently and correctly.

 

Breanna Trickey

Administrative Assistant
(250) 352-1466
(250) 448-5463
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breanna.trickey@cibc.com
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist

Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist
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Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.