Stacey H. Beumer, CFA
Tel:
(613) 783-6883Email:
Stacey.Beumer@cibc.caStacey has a strong background in the investment industry, having been with the firm and its predecessors since 1993. Stacey graduated with an Honors degree in Economics from Carleton University in 1992. He also holds the Chartered Financial Analyst (CFA) designation which brings depth and breadth to investment selection decisions.
Stacey has two children: Jacob and Anna. Stacey is an outdoor enthusiast whose hobbies include; downhill skiing, running, and mountain biking.
Stacey’s experience and expertise proves to be invaluable time after time.
Matthew Blostein, CPA, CA, CIM
Tel:
(613) 239-2932Email:
matthew.blostein@cibc.comMatthew brings a strong background of working with high net worth Canadians from his past experience as an Audit & Tax Manager at a leading full-service accounting firm. He holds the Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation as well as a Chartered Investment Manager (CIM) designation.
Matthew obtained a Bachelor of Commerce degree with a major in Accounting from Dalhousie University in 2012. When not at the office he can be found, out for a run, playing with his young children, or training his rescue dog Domino.
One of the things his partners, colleagues and clients appreciate the most is just how passionate Matthew is about learning as much as he can about the world of investment and wealth management. When he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.
Justine Johnston
Tel:
(613) 783-7815Email:
Justine.Johnston@cibc.comJustine has worked in the financial services industry since 2005, and studied at Queen's in the early 2000's. Her core responsibilities are to handle client services, transfer requests, compliance, Wood Gundy Online questions, and other administrative matters as they arise.
Justine provides administrative support to our clients. Having spent almost ten years at a local CIBC Branch, she is a great addition to our group. Justine will be able to help with day-to-day transactions, trades, and reporting needs.
Stacey H. Beumer, CFA
Senior Wealth Advisor
Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Stacey has a strong background in the investment industry, having been with the firm and its predecessors since 1993. Stacey graduated with an Honors degree in Economics from Carleton University in 1992. He also holds the Chartered Financial Analyst (CFA) designation which brings depth and breadth to investment selection decisions.
Stacey has two children: Jacob and Anna. Stacey is an outdoor enthusiast whose hobbies include; downhill skiing, running, and mountain biking.
Stacey’s experience and expertise proves to be invaluable time after time.
Matthew Blostein, CPA, CA, CIM
Wealth Advisor
Associate Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application.Matthew brings a strong background of working with high net worth Canadians from his past experience as an Audit & Tax Manager at a leading full-service accounting firm. He holds the Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation as well as a Chartered Investment Manager (CIM) designation.
Matthew obtained a Bachelor of Commerce degree with a major in Accounting from Dalhousie University in 2012. When not at the office he can be found, out for a run, playing with his young children, or training his rescue dog Domino.
One of the things his partners, colleagues and clients appreciate the most is just how passionate Matthew is about learning as much as he can about the world of investment and wealth management. When he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.
Justine Johnston
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Justine has worked in the financial services industry since 2005, and studied at Queen's in the early 2000's. Her core responsibilities are to handle client services, transfer requests, compliance, Wood Gundy Online questions, and other administrative matters as they arise.
Justine provides administrative support to our clients. Having spent almost ten years at a local CIBC Branch, she is a great addition to our group. Justine will be able to help with day-to-day transactions, trades, and reporting needs.
Danika Edirisinghe, CIM®
Client Associate
Opens in your telephone provided application. Opens in your email provided application.Danika will be able to assist you with all your service needs. Behind the scenes, Danika is managing portfolios, creating financial plans, trading, researching and tackling other client service matters as they arise.
She is a graduate from the University of Ottawa, obtaining a Honours Bachelor of Commerce degree, specializing in Finance.
Our clients agree that Danika does an exemplary job helping them implement their investment strategies. Danika’s most valuable asset is the fact that she instinctively understands and appreciates the importance of 'service' and positive experiences.