Alicja Brown
Alicja Brown is a Senior Wealth Advisor with the Brown Investment Group of CIBC Wood Gundy. Alicja has built a successful and growing business by offering their clients personalized service, comprehensive wealth management strategies, and balanced investment portfolios that integrate environmental, social and governance factors to further mitigate risk.
Alicja is a leader in the realm of responsible investments. She served on the Board of the Responsible Investment Association for six years ending in 2023 as both Treasurer as well as on the Finance Committee. Alicja is working to make responsible investment a standard for advisors across the country. In 2017, Alicja was a finalist for the Wealth Professional Award for Responsible Investments, for her work in educating her peers about the social, environmental, and governance benefits gained from investing responsibly. She is highly aware of how her own investment strategies can positively impact her clients, her business, the economy, and the environment.
Since graduating from the University of Alberta with a Bachelor of Science in 2003, Alicja has endeavoured to affect positive change through her work. Her inclination toward responsible investing began taking shape while she was working as a Life Sciences Researcher at the University of Alberta. Here, she worked with a strong sense of merit and integrity to call attention to important issues. After reevaluating her career path, she decided investment advising would allow her greater opportunity to innovate, educate, and build toward positive change. She obtained her Insurance, Securities, and Investment Advising Licenses, and went on to become certified as a Responsible Investment Advisor through the United Nations’ Principles of Responsible Investment Academy in London. She is also a Certified Financial Planner, Chartered Investment Manager, and a Fellow of the Canadian Securities Institute.
Alicja’s focus on implementing positive change extends well beyond her career. Jointly with her husband of 14 years, Alicja hopes to be a role model for her two boys as they grow, and set them up for success no matter where life takes them. Alicja is a former Rotarian and has served on a number of non-profit Boards including the City West Community Support Society.
Continued learning and the sharing of information is an important part of Alicja’s vision for her business. She draws on the mentorship and strength of women who have built their successes by helping others, and holding firm to their values and beliefs. Alicja regularly presents client seminars, at investment industry conferences and guest lectures at the University of Alberta’s School of Business.
John Rovansek, B.Admin, PFP
Financial Planning Specialist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
John Rovansek, B.Admin, PFP
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Eric Schenstead, CFP, CLU, TEP
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”.
Eric Schenstead, CFP, CLU, TEP
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
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.
Richard McBryer, CFP®
Financial Planning Consultant
Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.
In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.
Richard McBryer, CFP®
Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.
In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.