Valerie Schroeder is a Portfolio Manager/Senior Wealth Advisor at CIBC Wood Gundy. With 30 years of experience managing wealth, Valerie has offered a consistent, unparalleled level of service. Her expertise has inspired confidence with her clients that their financial affairs are handled with the highest level of competency and care. Valerie strategically partners with her clients to provide not only investment advice, but also guidance on a wide range of financial issues that have a great impact on their lives. She is a graduate of the University of Manitoba and holds the Fellow of the Canadian Securities Institute (FCSI), the Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM) designations. In addition, Valerie also has the credentials to offer Options and holds Level II Insurance License.

"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." –Maya Angelou

Nancy Heilig is a key member to the Schroeder Wealth Management Group and brings with her, over 30 years in the Financial Services industry. Her background as a Branch Administrator, and Licensed Client Associate, are valuable to the team. Nancy is always ready to help with any administrative request and takes great pride in her attention to detail and client service. She wants only the best service experience for each client.

Nancy comes from a large family of outdoor enthusiasts and enjoys spending time with family and friends on hikes and skiing in the mountains. She has a Bachelor of Landscape Architecture (BLA) degree from the University of Guelph and enjoys gardening in her free time.

Celynn Kuros is the newest member of the team as a Client Associate at Schroeder Wealth Management Group, where she focuses on client service and support across areas including portfolio reviews, financial planning, research and administration. She thrives in dynamic, collaborative environments and values the importance of thoughtful advice and strong client engagement.

Celynn began her career in the financial industry at another leading investment firm, where she gained valuable experience in business development and client management as a Business Development Associate. Throughout this role, Celynn showcased her keen attention to detail and organizational prowess, consistently contributing to team success.

Celynn is a graduate of the Lazaridis School of Business & Economics at Wilfrid Laurier University, where she earned her bachelor's degree in business administration, with a minor in Economics. She has also completed the Canadian Investment Regulatory exam.

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning to assist with wealth accumulation goals, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 27 years of experience in financial services and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 18 years, creating plans which serve as the framework for clients financial aspirations.