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

The McCleary Toews Financial Group

  • Home
  • About us
    • Our Team
    • Our Clients
    • Our Process
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    • Our Commitment
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The McCleary Toews Financial Group

Where our mission is to develop a unique, personalized investment strategy that allows you to be comfortable while achieving your goals. We believe capital preservation, conservative growth and tax efficiency are fundamental to long-term wealth management. We are committed to providing superior service and ensuring strong, lasting relationships with our clients.

This site is designed as a brief introduction to our team for those who have been referred to us or have otherwise learned of our services. We are very proud that we have built our business through referrals and long term inter-generational relationships. We truly appreciate when a client has the trust and confidence to recommend our Team to their family, friends and colleagues. We encourage visitors to this site to either phone or email us for detailed information or for an appointment to discuss their unique individual circumstances.

Trent McCleary

Trent McCleary

Senior Wealth Advisor

(306) 778-2920
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trent.mccleary@cibc.ca
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Karen Toews

Karen Toews

Wealth Advisor

(306) 975-3806
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karen.toews@cibc.ca
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Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

Our Team

 
Terri Feltham

Terri Feltham

Financial Associate
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Ryder Klaplak

Ryder Klapak, B.Comm.

Client Associate
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Almira Seidel

Administrative Assistant
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Trent McCleary

Trent McCleary

Senior Wealth Advisor
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Karen Toews

Karen Toews

Wealth Advisor
LinkedIn
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Jaime Millsap

Jaime Millsap, B.Comm.

Investment Associate
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Sheri Sondrol-Anderson

Sheri Sondrol-Anderson, B.Mgt, PFP

Investment Advisor
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Terri Feltham

Terri Feltham

Financial Associate
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Ryder Klaplak

Ryder Klapak, B.Comm.

Client Associate
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Learn more

Contact us

Address

The McCleary Toews Financial Group Address
410 22nd Street E.
Suite 1070
Saskatoon, SK S7K 5T6
Telephone number: (306) 778-2920
Toll-free: 1 (800) 561-3800
Fax: (306) 975-3809

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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.