Mark W. Rosychuk, BA (Hons) Economics, CIM
Mark is the lead 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 Chartered Investment Manager (CIM®) 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 M. Rosychuk
David is a Senior 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 another financial institution in 2011 and joined the Rosychuk Investment Group in 2017. 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.
William H. Rosychuk, B.Comm., CPA
In Loving Memory
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Eric Schenstead, CLU, TEP, CFP®
Estate Planning Specialist
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 Rovansek, B.Admin, PFP, TEP
Wealth Strategist
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.
Caroline Obee
Senior Trust and Estate Consultant
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Eric Schenstead, CLU, TEP, CFP®
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 Rovansek, B.Admin, PFP, TEP
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.
Caroline Obee
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.