Jordan Turcotte, B.Comm.
Investment Advisor
Jordan was born, raised, and educated in Saskatoon, where he has been involved in the community from an early age. At 18, Jordan became the youngest board member of his neighbourhood association when he represented Briarwood for over 4 years. While completing his bachelor’s degree in finance with great distinction, he represented the University of Saskatchewan across Canada and internationally. This representation included winning first place in JDC West, a Canadian business school competition, as well as being selected by his classmates to represent the University of Saskatchewan in the world’s largest finance students’ conference in New York City, in his final year of studies.
Jordan has been working in the wealth management industry for 7 years, where he has worked with a diverse set of clients that include young professionals, business owners, and retirees. Jordan's clients appreciate his communication, listening, effective investment strategies, and his ability to keep focused on their long-term goals. In his personal life, Jordan enjoys spending time with family and friends, as well as time outdoors where he rock climbs, hikes, and bikes.
Jordan Turcotte, B.Comm.
Jordan was born, raised, and educated in Saskatoon, where he has been involved in the community from an early age. At 18, Jordan became the youngest board member of his neighbourhood association when he represented Briarwood for over 4 years. While completing his bachelor’s degree in finance with great distinction, he represented the University of Saskatchewan across Canada and internationally. This representation included winning first place in JDC West, a Canadian business school competition, as well as being selected by his classmates to represent the University of Saskatchewan in the world’s largest finance students’ conference in New York City, in his final year of studies.
Jordan has been working in the wealth management industry for 7 years, where he has worked with a diverse set of clients that include young professionals, business owners, and retirees. Jordan's clients appreciate his communication, listening, effective investment strategies, and his ability to keep focused on their long-term goals. In his personal life, Jordan enjoys spending time with family and friends, as well as time outdoors where he rock climbs, hikes, and bikes.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Eric Schenstead, CFP, CLU, TEP
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”.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.
Kennedy Pocock, PFP, B.Comm.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.
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.
Michelle Unick, CFP, FMA
Financial Planning Specialist
Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.
She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.
As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.
Eric Schenstead, CFP, CLU, TEP
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”.
Colin Aldorfer, BA, B.Comm.
Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.
Kennedy Pocock, PFP, B.Comm.
As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.
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.
Michelle Unick, CFP, FMA
Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.
She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.
As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.