William is a Senior Wealth Advisor and leader of the Rosychuk Investment Group, a distinguished wealth management team within CIBC Wood Gundy. William serves a select group of highly successful clients, by designing tailored strategies that reflect their unique circumstances. Over the past 25 years, William has built a team that emphasizes a "Client First" bottom up approach, building portfolios to build and protect wealth, along with providing retirement, estate, and tax planning. He and his team work closely with affluent individuals, families, and corporations.

After a successful career in public practice in industry as a Chief Financial Officer and entrepreneur, William began his career with predecessor firms in1993, and CIBC Wood Gundy since 2002.

William has sat on many volunteer boards. and continues to support various organizations and charities across Canada. He feels very fortunate to be working with his two sons. He is an avid golfer, Oilers and Elks fan, loves to travel and spend time with his family and friends.

Mark is a Senior Wealth Advisor with the Rosychuk Investment Group within CIBC Wood Gundy. Mark advises executives, business owners, entrepreneurs, and affluent families about multiple facets of their financial lives. He works to simplify their wealth through an in-depth and personalized approach.

Mark is skilled in a range of offerings, including estate planning services, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. Mark examines both sides of a client's balance sheet to identify gaps and capitalize on opportunities for a more efficient deployment of capital. Mark recognizes the importance of capital preservation to affluent clients, sensitive to the sacrifices they have made in attaining their wealth. He looks to bring the expansive abilities of the Firm to clients in a warm and personalized manner. Mark values the client relationships that he has sustained over many years and is privileged to serve a very dynamic and accomplished client base.

Mark began his CIBC career in 2009 and joined the Rosychuk Investment Group in 2014. He earned his bachelor's degree in Economics from the University of Alberta, where he was a member of the varsity golf team. Mark holds the Charter Investment Manager designation, a designation recognized by the Canadian securities regulators, those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.

Mark lives in St. Albert, AB with his wife, Karen, and daughters Emma and Brooke.

David is a Wealth Advisor with the Rosychuk Investment Group within CIBC Wood Gundy. David advises executives, business owners, entrepreneurs, and affluent families about multiple facets of their financial lives. David emphasizes the client relationship, in-depth personalization, and committed service, he believes that this helps streamline the complexities and capitalize on the opportunities of wealth.

Within the team, David directs asset allocation, sector diversification, and security and fund selection. He takes a highly personalized approach to addressing the investment needs of affluent clients, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals. David recognizes the importance of capital preservation and down-side risk reduction for the effective stewardship and transfer of wealth. He is skilled in diverse markets across multiple asset classes, encompassing both domestic and international markets, as well as traditional and alternative instruments. David focuses on a personalized approach and believes the investment selection process needs to be a fit for each relationship. As well as helping clients manage their lives in any aspect regarding capital, so they can spend their time doing things near and dear to them.

David began his career with a competing firm in 2011 and joined the Rosychuk Investment Group in 2017. From 2011 to 2017, David was  recognized five times as one of the firm's Top Financial Advisor's. He earned his diplomas in Finance and Management from the Northern Alberta Institute of Technology, where he was a Silver Torch Award Winner as a top collegiate athlete in Golf.

David lives downtown where he is an active member in the community, and in his free time enjoys spending time on the golf course and lake in the summer, and hitting the slopes in the winter.

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.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.