Gordon Mestern, CFA
Gordon has over 40 years of experience in the investment industry. An Associate of the UK Society of Investment Professionals, and a Portfolio Manager, in addition to his competency as an Investment Advisor, he is qualified to advise on insurance-related investments and products. His experience has taught him to focus on the fundamentals and to manage clients money from a risk management basis.
Married with two daughters, Gordon includes jogging, skiing, hiking, swimming and walking his dog Skipper as among his favourite pursuits. He loves travelling with his family.
Kenny Crandlemire, CFA
Kenny Crandlemire celebrated his five year anniversary with the Mestern Group this past March. He is a passionate advocate for Canadian founders. He has spearheaded The Mestern Group's activity in the entrepreneurial community in Ottawa. He is a fierce network builder, continuously searching for new contacts/resources, and nurturing existing ones, all in the name of supporting our clients.
Kenny is a Chartered Financial Analyst® (CFA) Charterholder. He obtained the designation while being a key contributor to the team's investing, business development, and wealth planning activities. Kenny also holds an Honours Bachelor of Commerce degree, which he obtained at University of Ottawa’s Telfer School of Management.
Kenny grew up in Ottawa and is bilingual. In his personal life, he enjoys spending time with his wife (Stephanie), son (Leo), daughter (Lena) and pug (Yoda), as well as his family and friends. He loves playing basketball and supporting his favourite sports organization, the Toronto Raptors.
Erica O’Keeffe
With more than 25 years of experience in the financial services industry, Erica has developed a broad base expertise. She has held a range of positions with national and international firms, and is recognized by colleagues and former employers for her proactive approach, strong interpersonal skills, and dedication to client service.
Originally from Toronto, Erica holds a degree in Communications from George Brown College. She has also completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH). She is dedicated to ongoing professional development and has completed additional coursework at York University's Schulich School of Business.
Outside of her professional pursuits, Erica enjoys exploring Ottawa and its surrounding areas and values spending time quality time with friends.
Juliette Lisi
Juliette is originally from Toronto and a recent graduate of the University of Ottawa, holding a Joint Honours degree in Sociology and Communications. She is currently pursuing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) to further enhance her knowledge in the financial sector.
Throughout university, Juliette built her community engagement skills at Ottawa Community Housing, which prepared her to excel in a client-focused environment.
In her spare time, Juliette enjoys exploring new coffee shops, spending time outdoors, and connecting with friends and family.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Fred Kyriazis, CPA, CA
Estate Planning Specialist
I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.
I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.
Susan Wood, CPA, CA
Director and Senior Wealth Strategist
Susan Wood has over 25 years of experience in the financial services industry. Her background includes experience in public practice, investment banking, commercial banking, private banking and financial planning. Working throughout Eastern Canada, she collaborates with advisors, accounting/legal professionals and their affluent clients to provide in depth and customized planning solutions.
In her role as Wealth Strategist, she provides comprehensive financial planning information and recommendations to clients with specific emphasis on tax optimization, will, estate and trust planning.
Lizanne Ranger, CFP®, RRC, FCSI
Senior Private Banking Advisor
As a Sr. Private Banking Advisor, it is important I understand your values, dreams and goals and to provide you with the financial stewardship to help realize them. I start by understanding your financial goals—whether it's cash and credit management, investments or planning—and develop services customized to your unique needs.
You'll enjoy convenience, flexibility and peace of mind from your CIBC Private Banking team, so you can focus on other things, without worrying about your finances. My associate and I offer highly personalized and proactive attention, along with timely, professional and reactive services.
Milan Stipancevic, CFP®, CIM®, FCSI
Senior Private Banking Advisor
Having learned the importance of trust and reliability early on, I’ve applied this to all my relationships and take great pride in providing my clients with a high level of service. Ensuring a positive client experience for you and your family is my priority. Through a discovery process, I will take the time to understand what is important to you.
Whether it be complex planning strategies, lending needs or simple banking questions, I endeavour to address each in a timely and efficient manner. With my team of CIBC experts, we use a holistic approach to create a personalized plan tailored to your unique needs.
Outside of work, I enjoy spending time with family, travelling and playing music.
Chantal Dubé
Senior Trust and Estate Consultant
As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Fred Kyriazis, CPA, CA
I am an Estate Planning Specialist with CIBC Private Wealth Management. As a Chartered Professional Accountant, my focus over the years has been working with private business owners, professionals and farmers in developing strategies to help minimize their tax burden at various stages in their lives, including business transitions and estate planning.
I have developed a holistic approach to estate planning and provide my clients with solutions that will help them achieve their goals as it relates to their estate by minimizing the impact that taxes can have on a family’s estate.
Susan Wood, CPA, CA
Susan Wood has over 25 years of experience in the financial services industry. Her background includes experience in public practice, investment banking, commercial banking, private banking and financial planning. Working throughout Eastern Canada, she collaborates with advisors, accounting/legal professionals and their affluent clients to provide in depth and customized planning solutions.
In her role as Wealth Strategist, she provides comprehensive financial planning information and recommendations to clients with specific emphasis on tax optimization, will, estate and trust planning.
Lizanne Ranger, CFP®, RRC, FCSI
As a Sr. Private Banking Advisor, it is important I understand your values, dreams and goals and to provide you with the financial stewardship to help realize them. I start by understanding your financial goals—whether it's cash and credit management, investments or planning—and develop services customized to your unique needs.
You'll enjoy convenience, flexibility and peace of mind from your CIBC Private Banking team, so you can focus on other things, without worrying about your finances. My associate and I offer highly personalized and proactive attention, along with timely, professional and reactive services.
Milan Stipancevic, CFP®, CIM®, FCSI
Having learned the importance of trust and reliability early on, I’ve applied this to all my relationships and take great pride in providing my clients with a high level of service. Ensuring a positive client experience for you and your family is my priority. Through a discovery process, I will take the time to understand what is important to you.
Whether it be complex planning strategies, lending needs or simple banking questions, I endeavour to address each in a timely and efficient manner. With my team of CIBC experts, we use a holistic approach to create a personalized plan tailored to your unique needs.
Outside of work, I enjoy spending time with family, travelling and playing music.
Chantal Dubé
As an experienced estate professional, I believe that a key component of wealth management is an estate plan that protects your assets, preserves your legacy, and ensures your estate is efficiently distributed. With the support of a team, I provide customized estate, trust, and incapacity solutions. Prior to joining CIBC Trust Company, I worked in the financial services industry for over 15 years before finding my vocation in estate and trust administration. In my former role as a Trust Officer, I was responsible for managing the administration of complex accounts. I am also a member of the Society of Trust and Estate Practitioners (STEP Canada) and became a Certified Estate and Trust Administrator in 2020. With a career focused on building client relationships, my goal is to provide you and your family with confidence and peace of mind.