Rochelle Wilson, CIM
Rochelle Wilson has over 25 years of experience in the financial services industry, and provides clients with comprehensive wealth management services.
She began her career at CIBC Wood Gundy in 1997, after attending Carleton University and McMaster University. She started by joining her parents’ team, and they worked alongside one another for 13 years. After her parents retired, Rochelle continued on her own with the same commitment to her clients.
Currently, Rochelle holds credentials through the Canadian Securities Institute, including her CIM designation. She has completed the Professional Financial Planner course and holds her life insurance license.
Rochelle is passionate about guiding her clients through their financial, retirement and estate planning needs. She prides herself on delivering a disciplined wealth management process and a high level of service, always ensuring that her client’s needs come first. Rochelle helps her clients achieve their financial goals by providing them with innovative solutions designed to meet their specific needs. She offers more than just investment advice. By leveraging the expertise of her partners across the CIBC group of companies, she can provide clients with access to a full range of products and services.
On a personal note, Rochelle and her husband Steve have been married for 21 years and they have two sons, Josh and Jack. Because of their love of hockey, she has dedicated time and resources to volunteer with the local hockey organization. Rochelle also is an active contributor to Ancaster Community Services, donating resources and efforts to help seniors and those in need. As well, through CIBC Miracle Day, she raises funds for Max’s Big Ride, a not-for-profit organization created to fundraise, raise awareness and advocate for better outcomes for those living with Duchenne muscular dystrophy.
Leslie Cipriani
Leslie joined the team in 2006 after graduating with honours from the Finance program at Sheridan College. She ensures clients receive the highest level of service, and helps to meet their expectations. She also assists in achieving client's investment goals, working closely with Rochelle Wilson.
David Coate, CA, CPA, CFP
Estate Planning Specialist
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Kim Ellens, MTI
Trust and Estate Consultant
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim 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. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Mark Jankovics, CFP®, CIM®, FCSI, CIWM
Financial Planning Specialist
Mark has started in the financial service industry in 2005. He has held senior financial planning and wealth planning positions with major Canadian banks working exclusively with High-Net-Worth clients. Mark uses his knowledge and
experience to help Canadian families achieve their financial goals and peace of mind.
As a Financial Planning Specialist, Mark's goal is to simplify the emotional and financial complexities of wealth through meaningful conversations and provide confidence through knowledge and optimized wealth solutions to help clients make better financial decisions at any stage of their lives.
David Coate, CA, CPA, CFP
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Kim Ellens, MTI
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim 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. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.