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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

TRAINOR SPOONER Advisory Group

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Meet the Team

Address 635 Fitzgerald Avenue Suite 101 Courtenay BC, V9N 2R4
Telephone Number (250) 703-5386
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Working for You

Who We Are, Working Together for You


As investors ourselves we understand your goals, concerns and fears when it comes to investing your hard-earned wealth. We work with clients to make sure our conversations are relevant and clear, to help make better decisions together.


We focus on, and work with you to focus on what is controllable and look past what is not.

 

We are Portfolio Managers, having obtained the Chartered Investment Manager (CIM)® accreditation. This allows us to implement and oversee the day-to-day investment decisions on behalf of clients; with time spent with clients focused on ensuring they are on track to meet their financial goals and addressing changes that direct and impact the journey along the way. As Portfolio Managers, we are certified to have the necessary skills and proficiency, endorsed and supported by our firm, to evaluate and manage all aspects of our clients' investment portfolios.  

The team would not be complete without the support and dedication of our client administrative team members, who work closely with clients for administrative, cash flow and reporting requests.

 

We stand for:

lightbulb and cog image together to show thoughtful and disciplined approach Thoughtful and disciplined investment processes.
open door image to show accessibility and transparency, inclusivity and openness Accessibility and transparency, inclusivity and openness.
two text bubbles together to show mutual respect, listening and being heard Relationships build on mutual respect, listening and being heard.
image of three people together to show team approach, working together A team approach to your wealth management journey.
 

Tricia K. Spooner, B.Comm., CIM®

Portfolio Manager
Senior Wealth Advisor
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Libby Spragg

Financial Associate
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Kari Larsen

Administrative Assistant
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Rob Trainor, LLB, CIM

Portfolio Manager
Senior Wealth Advisor
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Tricia K. Spooner, B.Comm., CIM®

Portfolio Manager
Senior Wealth Advisor
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Libby Spragg

Financial Associate
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Kari Larsen

Administrative Assistant
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Rob Trainor, LLB, CIM

Portfolio Manager
Senior Wealth Advisor
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Tricia K. Spooner, B.Comm., CIM®

Portfolio Manager
Senior Wealth Advisor
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Learn more
 

Rob Trainor, LLB, CIM

Portfolio Manager, Senior Wealth Advisor
(250) 703-5388
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rob.trainor@cibc.com
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Rob has been building long term relationships for over 30 years, first as a business owner and for well over a decade as a Portfolio Manager. Rob believes that all successful investors share a number of similar traits and as your trusted financial partner he ensures clients have access to the information, strategies and planning needed to be successful and achieve their stated goals.

Rob is a graduate of the Canadian Coast Guard and holds a law degree from the University of Victoria, as well as the Canadian Investment Management (CIM) designation. Rob is an avid outdoors enthusiast and spends his free time Nordic or backcountry skiing in the winters and mountain biking year-round. Rob is a Level II Nordic ski and hockey coach and had the honour of coaching the Chinese National Special Olympic Nordic Team at the Vancouver Olympics in 2010.

Rob likes to give back, and leveraging his love of cycling has raised over $85,000 dollars for cancer research over the past seven years participating in a single day, 400km ride from Kelowna to Vancouver. In 2022, Rob is planning to ride a bike unsupported on dirt trails from Canada to Mexico, with target completion in four weeks, and to raise $100,000.00 for cancer research along the way.

Each year Rob joins with the team at TRAINOR SPOONER Advisory Group in walking for the Coldest Night of the Year (#CNOY) to raise money to combat homelessness in the Comox Valley.

Rob, his wife Colleen and their two adult children were all born and raised in the Comox Valley and have always called it home.

 

Tricia K. Spooner, B.Comm., CIM®

Portfolio Manager, Senior Wealth Advisor
(250) 703-5385
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tricia.spooner@cibc.com
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Tricia, alongside Rob Trainor, have formed the TRAINOR SPOONER Advisory Group of the CIBC Wood Gundy Courtenay office.

Tricia brings a diverse background and additional, unique perspective to the team. Tricia’s passion and focus is providing investment management advise in which the client is central to the strategy. Her success as an advisor is best articulated by her clients’ testimonials and their confidence in knowing they are meeting their wealth management, retirement and estate planning goals.

Tricia has been building a successful advisory practice with CIBC Wood Gundy for over a decade. Tricia is pleased to call the Comox Valley home, with fond memories of living here as a youngster (remembering having [rather wearing!] black licorice ice cream at the Jolly Giant on Comox Avenue) and now being closer to family and being grateful every day for its outdoor playground, including the amazing trail network to fuel her passion of mountain biking.

 

 

Libby Spragg

Financial Associate
(250) 703-5386
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Libby has been with CIBC Wood Gundy since 2012. She worked as the Courtenay office operational powerhouse for four years before transitioning to the TRAINOR SPOONER Advisory Group, where she supports the team in her current role of Financial Associate.


Upon obtaining her BSc in Human Geography from the University of Wales-Swansea, Libby worked within the financial industry in Belfast, Northern Ireland. This experience ignited Libby’s passion to focus her career with CIBC upon moving to Canada. Libby had traveled to Canada and fell in love with the Canadian landscape, culture and people.

Libby holds a strong attention to detail and prides herself on a deep knowledge of both our clients and industry procedures. Libby offers a friendly professional approach, focusing on client service to ensure all client needs are met and expectations are exceeded. Libby is industry registered to place trades upon clients’ request.
 

Libby and her spouse Cam have lived in the Comox Valley since 2007. They place importance on shopping local and love the wide range of high quality food and drink to be enjoyed on Vancouver Island. Travel and live music is a passion, along with their two rescue chihuahuas Missy and Dee Dee.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist
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Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.