OUR TEAM
We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.
Steven Torhjelm, CFP
Senior Investment Advisor
With over 20 years of experience in the financial services industry, Steven is committed to providing exceptional hands-on service to his clients. As a CIBC Wood Gundy Investment Advisor, he works closely with his clients to help navigate the complexities of wealth management, by providing investment solutions tailored to their individual needs.
Steven believes that long-term planning is key to the preservation and growth of his clients' wealth as they navigate the various business cycles together. By capitalizing on the strengths of CIBC, he has access to in-depth research, analysis, and best-in-class investment solutions.
Through his personal experience coupled with the breadth of support offered through the CIBC group of companies, Steven provides personalized solutions to his clients' investment, insurance, retirement, and estate planning needs.
Heike Pauli, CIM
Investment Advisor Assistant
Heike has been in the Canadian financial services industry since 1998. She is fully licensed and her focus includes providing excellent client service, trading and all other administrative aspects of the business. Heike shows a strong commitment to building strong client relationships.
When not at the office, she spends lots of time with her son and actively volunteers with her community association and various other organizations.
She is passionate about spending time in the mountains, hiking on trails and in the backcountry.
Steven Torhjelm, CFP
With over 20 years of experience in the financial services industry, Steven is committed to providing exceptional hands-on service to his clients. As a CIBC Wood Gundy Investment Advisor, he works closely with his clients to help navigate the complexities of wealth management, by providing investment solutions tailored to their individual needs.
Steven believes that long-term planning is key to the preservation and growth of his clients' wealth as they navigate the various business cycles together. By capitalizing on the strengths of CIBC, he has access to in-depth research, analysis, and best-in-class investment solutions.
Through his personal experience coupled with the breadth of support offered through the CIBC group of companies, Steven provides personalized solutions to his clients' investment, insurance, retirement, and estate planning needs.
Heike Pauli, CIM
Heike has been in the Canadian financial services industry since 1998. She is fully licensed and her focus includes providing excellent client service, trading and all other administrative aspects of the business. Heike shows a strong commitment to building strong client relationships.
When not at the office, she spends lots of time with her son and actively volunteers with her community association and various other organizations.
She is passionate about spending time in the mountains, hiking on trails and in the backcountry.