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

The McCleary Millsap Financial Group

  • Home
  • About us
    • Our Team
    • Our Clients
    • Our Process
    • Our Philosophy
    • Our Commitment
  • Services
  • Market insights
  • Community
  • Contact us
 

Our Team

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Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Previous Next
Trent McCleary

Trent McCleary, CFP®

Senior Wealth Advisor

Tel:

(306) 778-2920
Opens in your telephone provided application.

Email:

trent.mccleary​@cibc.ca
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

Jaime Millsap, B.Comm., CFP®

Wealth Advisor

Tel:

(306) 975-3829
Opens in your telephone provided application.

Email:

jaime.millsap​@cibc.com
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

Tel:

(639) 220-0326
Opens in your telephone provided application.

Email:

Sheri.Sondrol-Anderson​@cibc.com
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

Tel:

(306) 975-3806
Opens in your telephone provided application.

Email:

shauna.hanna​@cibc.com
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

Terri Feltham

Financial Associate

Tel:

(306) 657-4422
Opens in your telephone provided application.

Email:

terri.feltham​@cibc.com
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

Ryder Klapak, B.Comm.

Client Associate

Tel:

(306) 975-3816
Opens in your telephone provided application.

Email:

Ryder.Klapak​@cibc.com
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

Almira Seidel

Administrative Assistant

Tel:

(306) 385-2120
Opens in your telephone provided application.

Email:

almira.seidel​@cibc.com
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.

Trent McCleary

Trent McCleary, CFP®

Senior Wealth Advisor

Tel:

(306) 778-2920

Email:

trent.mccleary​@cibc.ca

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

Jaime Millsap, B.Comm., CFP®

Wealth Advisor

Tel:

(306) 975-3829

Email:

jaime.millsap​@cibc.com

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!

headshot

Sheri Sondrol-Anderson, B.Mgt, PFP

Investment Advisor

Tel:

(639) 220-0326

Email:

Sheri.Sondrol-Anderson​@cibc.com

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.

headshot

Shauna Hanna, PFP

Financial Associate

Tel:

(306) 975-3806

Email:

shauna.hanna​@cibc.com

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

Terri Feltham

Financial Associate

Tel:

(306) 657-4422

Email:

terri.feltham​@cibc.com

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

Ryder Klapak, B.Comm.

Client Associate

Tel:

(306) 975-3816

Email:

Ryder.Klapak​@cibc.com

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

Almira Seidel

Administrative Assistant

Tel:

(306) 385-2120

Email:

almira.seidel​@cibc.com

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.

Previous Next

Our partners

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

Kennedy Pocock

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Michelle Unick, CFP, FMA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Shenstead

Eric Schenstead, CLU, TEP, CFP®

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Caroline Obee

Senior Trust and Estate Consultant
Opens in your telephone provided application.

Email:

caroline.obee​@cibc.com
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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Michelle Unick, CFP, FMA

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Shenstead

Eric Schenstead, CLU, TEP, CFP®

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Caroline Obee

Senior Trust and Estate Consultant

Email:

caroline.obee​@cibc.com

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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.