Ryan Michalczuk, B.Comm (Hons), CIM
Senior Wealth Advisor
Portfolio Manager
Ryan joined CIBC in 2000. Early in his career, Ryan held several management and leadership roles at CIBC. In 2012 he joined CIBC Wood Gundy to specialize in working with high net worth, sophisticated clients with complex needs.
Ryan has achieved the prestigious Charted Investment Manager (CIM) designation and is a licensed Portfolio Manager. As a Portfolio Manager, Ryan is able to offer his clients Discretionary Investment Management Services. This takes away the day-to-day management of investments from clients to allow them to spend time on the more important things in life.
Kyle Haig
Client Associate
Kyle joined the CIBC family of companies in 2015, before branching out to Wood Gundy in 2017. Kyle is essential in providing all administrative duties behind the scenes including account opening, trading and rebalancing, updates, transfers, as well as managing our CIBC Wood Gundy online account service for clients.
Kristen Marentette
Administrative Assistant
Kristen joined CIBC in 2004, exploring various branch and leadership roles and transitioned over to Wood Gundy in 2019.
Kristen is passionately committed to providing outstanding customer service, and works tirelessly to ensure that our client base is taken care of in every facet of our business.
She upholds a strong commitment to our clients by effectively resolving problems and quickly processing administrative transactions, with great attention to detail.
Ryan Michalczuk, B.Comm (Hons), CIM
Ryan joined CIBC in 2000. Early in his career, Ryan held several management and leadership roles at CIBC. In 2012 he joined CIBC Wood Gundy to specialize in working with high net worth, sophisticated clients with complex needs.
Ryan has achieved the prestigious Charted Investment Manager (CIM) designation and is a licensed Portfolio Manager. As a Portfolio Manager, Ryan is able to offer his clients Discretionary Investment Management Services. This takes away the day-to-day management of investments from clients to allow them to spend time on the more important things in life.
Kyle Haig
Kyle joined the CIBC family of companies in 2015, before branching out to Wood Gundy in 2017. Kyle is essential in providing all administrative duties behind the scenes including account opening, trading and rebalancing, updates, transfers, as well as managing our CIBC Wood Gundy online account service for clients.
Kristen Marentette
Kristen joined CIBC in 2004, exploring various branch and leadership roles and transitioned over to Wood Gundy in 2019.
Kristen is passionately committed to providing outstanding customer service, and works tirelessly to ensure that our client base is taken care of in every facet of our business.
She upholds a strong commitment to our clients by effectively resolving problems and quickly processing administrative transactions, with great attention to detail.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
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.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Nick Comly, B.B.A.
Senior Private Banking Advisor
Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.
Michael Burns, BA, CFP, CIM
Financial Planning Specialist
Michael supports our Investment Advisors in delivering comprehensive and holistic financial planning solutions to our high-net-worth clients. Developing a comprehensive financial plan requires expertise in many areas, and with 15 years of experience delivering financial planning solutions to high-net-worth clients, Michael assists clients in achieving their financial goals over time. On a personal note, Michael enjoys coaching, playing and cheering on his three sons at the hockey rink.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
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.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.