Trent McCleary, CFP®
Tel:
(306) 778-2920Email:
trent.mccleary@cibc.caTrent is passionate about giving clients peace of mind over their financial affairs and the freedom to focus on their families, their businesses, and themselves. Trent focuses on delivering practical wealth management strategies such as improving net worth, protecting and maximizing the value of clients' estates, minimizing unnecessary taxes, and reducing the costs and risks associated with investing.
Trent has been advisor with CIBC Wood Gundy since 2005. He holds the CERTIFIED FINANCIAL PLANNER® designation and has helped countless families in the community achieve their retirement goals.
Prior to his current career, Trent was a professional hockey player in the NHL. After a career-ending injury in 2000, he transitioned to new opportunities, but his passion for hockey remains strong. Trent and his wife are actively involved in their three children's busy lives, supporting their various activities. He is also committed to giving back, dedicating time to volunteer work and community initiatives.
Jaime Millsap, B.Comm., CFP®
Tel:
(306) 975-3829Email:
jaime.millsap@cibc.comJaime advises successful families in a complex and volatile investment environment, assisting them to fund comfortable retirements and create meaningful legacies while guiding them with clear and straightforward financial advice.
Jaime began her career in 2005 and has learned the value of having a detailed financial plan; this principle has become the foundation of her client's success and peace of mind. Her CERTIFIED FINANCIAL PLANNER® designation underscores her expertise.
Jaime and her husband Trevor have 3 children who are active in hockey, golf and volleyball. This means Jaime has no spare time so she considers driving her kids to and from practices and cooking endless supplies of meals her “hobbies”; if you don’t run into her at the hockey rink you’ll be sure to bump into her at Costco!
Sheri Sondrol-Anderson, B.Mgt, PFP
Tel:
(639) 220-0326Sheri works with individuals and business owners to provide comprehensive advice and solutions through robust partnerships with Retail and Commercial Banking. She believes it is important to understand her client’s goals and ambitions and help make them a reality. She offers flexibility and convenience to her clients so they can focus on what is important to them.
Sheri spent the last 26 years working in the financial services industry and joined CIBC in early 2017 when she moved to Swift Current to be closer to family. She holds the Personal Financial Planning (PFP) designation, Bachelor of Management (Accounting) from the University of Lethbridge and a Business Administration diploma.
Sheri is a lifelong learner who continues studying to maintain leading edge knowledge to benefit her clients. Sheri is from a small town in Saskatchewan and grew up working on the family farm. She loves to travel, enjoys summers at the cottage and spending time with her husband and two daughters.
Shauna Hanna, PFP
Tel:
(306) 975-3806Email:
shauna.hanna@cibc.comShauna works with affluent families and successful businessowners to bring simplicity to the challenges that wealth can bring; whether it’s cash flow planning, saving for children’s future needs, making large purchases or passing along inter-generational wealth. She is also responsible for implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies
Shauna started with Wood Gundy in 2024 and has industry experience dating back to 2007. Her designation as a Personal Financial Planner® demonstrates her depth of knowledge in the field.
Beyond her professional life, Shauna enjoys being outdoors, soaking up the fresh air, and making memories with her friends and family. In addition, she loves to travel, seeking out warm destinations and new experiences during the colder months.
Terri Feltham
Tel:
(306) 657-4422Email:
terri.feltham@cibc.comTerri works with our affluent families to keep everything account related running smoothly, bringing our clients peace of mind and confidence that account administration and management is taken care of in a timely and efficient manner.
Terri joined CIBC Wood Gundy in 2018, holds a Bachelor’s Degree in Economics from the University of Saskatchewan and has 16 years of previous experience in the financial services industry. Terri also has experience as a small business owner and appreciates that prompt and efficient client service is so important to the overall client experience.
In her time away from the office, Terri enjoys spending time with her husband and two grown sons. You might also find her walking, running or biking by the beautiful Saskatchewan River, or trying to hike up or ski down a mountain somewhere.
Ryder Klapak, B.Comm.
Tel:
(306) 975-3816Email:
Ryder.Klapak@cibc.comRyder joined the team in 2022 and has since become a valued member of The McCleary Millsap Financial Group. He is a graduate of the University of Saskatchewan, holding a Bachelor of Commerce degree with a major in Finance.
Ryder has completed several industry courses, including the Canadian Securities Course and the Wealth Management Essentials course, further strengthening his expertise in investments and client service. In his role, Ryder supports advisors with trading, market research, compliance, account administration, documentation and performance reporting. He leverages his passion for the financial industry to help affluent clients build and protect their wealth.
Outside of work, Ryder enjoys spending summers at the lake - golfing, boating, and camping - and staying active during the winter through hockey, snowmobiling and skiing. Originally from small-town Saskatchewan, Ryder now proudly calls Saskatoon home.
Almira Seidel
Tel:
(306) 385-2120Email:
almira.seidel@cibc.comAlmira provides prompt and accurate support to our clients as a first point of contact for the team. She ensures that client needs are addressed efficiently and with exceptional attention to detail.
Almira joined our CIBC Wood Gundy team in 2024, bringing with her over 15 years of experience in the financial services industry. Her extensive background allows her to deliver top-tier administrative support, ensuring every aspect of account management is handled with professionalism and care.
Outside of work, Almira enjoys spending time with her husband and grown children. She also enjoys relaxing in her yard, going to the lake, fishing and golfing. During the winter months, she loves traveling to warm destinations with her husband and close friends.
Trent McCleary, CFP®
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Trent is passionate about giving clients peace of mind over their financial affairs and the freedom to focus on their families, their businesses, and themselves. Trent focuses on delivering practical wealth management strategies such as improving net worth, protecting and maximizing the value of clients' estates, minimizing unnecessary taxes, and reducing the costs and risks associated with investing.
Trent has been advisor with CIBC Wood Gundy since 2005. He holds the CERTIFIED FINANCIAL PLANNER® designation and has helped countless families in the community achieve their retirement goals.
Prior to his current career, Trent was a professional hockey player in the NHL. After a career-ending injury in 2000, he transitioned to new opportunities, but his passion for hockey remains strong. Trent and his wife are actively involved in their three children's busy lives, supporting their various activities. He is also committed to giving back, dedicating time to volunteer work and community initiatives.
Jaime Millsap, B.Comm., CFP®
Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Jaime advises successful families in a complex and volatile investment environment, assisting them to fund comfortable retirements and create meaningful legacies while guiding them with clear and straightforward financial advice.
Jaime began her career in 2005 and has learned the value of having a detailed financial plan; this principle has become the foundation of her client's success and peace of mind. Her CERTIFIED FINANCIAL PLANNER® designation underscores her expertise.
Jaime and her husband Trevor have 3 children who are active in hockey, golf and volleyball. This means Jaime has no spare time so she considers driving her kids to and from practices and cooking endless supplies of meals her “hobbies”; if you don’t run into her at the hockey rink you’ll be sure to bump into her at Costco!
Sheri Sondrol-Anderson, B.Mgt, PFP
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Sheri works with individuals and business owners to provide comprehensive advice and solutions through robust partnerships with Retail and Commercial Banking. She believes it is important to understand her client’s goals and ambitions and help make them a reality. She offers flexibility and convenience to her clients so they can focus on what is important to them.
Sheri spent the last 26 years working in the financial services industry and joined CIBC in early 2017 when she moved to Swift Current to be closer to family. She holds the Personal Financial Planning (PFP) designation, Bachelor of Management (Accounting) from the University of Lethbridge and a Business Administration diploma.
Sheri is a lifelong learner who continues studying to maintain leading edge knowledge to benefit her clients. Sheri is from a small town in Saskatchewan and grew up working on the family farm. She loves to travel, enjoys summers at the cottage and spending time with her husband and two daughters.
Shauna Hanna, PFP
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Shauna works with affluent families and successful businessowners to bring simplicity to the challenges that wealth can bring; whether it’s cash flow planning, saving for children’s future needs, making large purchases or passing along inter-generational wealth. She is also responsible for implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies
Shauna started with Wood Gundy in 2024 and has industry experience dating back to 2007. Her designation as a Personal Financial Planner® demonstrates her depth of knowledge in the field.
Beyond her professional life, Shauna enjoys being outdoors, soaking up the fresh air, and making memories with her friends and family. In addition, she loves to travel, seeking out warm destinations and new experiences during the colder months.
Terri Feltham
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Terri works with our affluent families to keep everything account related running smoothly, bringing our clients peace of mind and confidence that account administration and management is taken care of in a timely and efficient manner.
Terri joined CIBC Wood Gundy in 2018, holds a Bachelor’s Degree in Economics from the University of Saskatchewan and has 16 years of previous experience in the financial services industry. Terri also has experience as a small business owner and appreciates that prompt and efficient client service is so important to the overall client experience.
In her time away from the office, Terri enjoys spending time with her husband and two grown sons. You might also find her walking, running or biking by the beautiful Saskatchewan River, or trying to hike up or ski down a mountain somewhere.
Ryder Klapak, B.Comm.
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Ryder joined the team in 2022 and has since become a valued member of The McCleary Millsap Financial Group. He is a graduate of the University of Saskatchewan, holding a Bachelor of Commerce degree with a major in Finance.
Ryder has completed several industry courses, including the Canadian Securities Course and the Wealth Management Essentials course, further strengthening his expertise in investments and client service. In his role, Ryder supports advisors with trading, market research, compliance, account administration, documentation and performance reporting. He leverages his passion for the financial industry to help affluent clients build and protect their wealth.
Outside of work, Ryder enjoys spending summers at the lake - golfing, boating, and camping - and staying active during the winter through hockey, snowmobiling and skiing. Originally from small-town Saskatchewan, Ryder now proudly calls Saskatoon home.
Almira Seidel
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Almira provides prompt and accurate support to our clients as a first point of contact for the team. She ensures that client needs are addressed efficiently and with exceptional attention to detail.
Almira joined our CIBC Wood Gundy team in 2024, bringing with her over 15 years of experience in the financial services industry. Her extensive background allows her to deliver top-tier administrative support, ensuring every aspect of account management is handled with professionalism and care.
Outside of work, Almira enjoys spending time with her husband and grown children. She also enjoys relaxing in her yard, going to the lake, fishing and golfing. During the winter months, she loves traveling to warm destinations with her husband and close friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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.
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.
Eric Schenstead, CLU, TEP, CFP®
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”.
Caroline Obee
Email:
caroline.obee@cibc.comAs 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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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.
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.
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.
Eric Schenstead, CLU, TEP, CFP®
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”.
Caroline Obee
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.