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

Ens Flath Advisory Group

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  • Our team
  • Our Strengths & Resources
    • Who We Are
    • Philosophy & Processes
    • Products & Services
    • Investment Consulting Service
    • Fee-based investment services
  • Market insights
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  • Contact us
 

Our team

OUR TEAM

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Our team, resources, and strength

The resources to protect and grow the wealth you have earned

 

The Ens Flath Advisory Group works with a number of families like yours to establish very specific financial goals for the attainment of wealth. Together we will work to define what that looks like for you, which could be anything from a retirement with no compromise in lifestyle, to the education of all your grandchildren, or a legacy that will carry on for generations. We will develop a financial plan for the realization of those goals by devising a specific portfolio strategy that’s appropriate for the execution of our plan. We will work with you to make it look as simple as:

Goals - Plan - Strategy

The ability to create a robust lifetime investment plan takes faith, patience, and discipline to keep from being blown off course by a fleeting moment of market or  emotional stress. It is extremely difficult and makes clear the inestimable value of an intelligent and emphatic investment advisor in planning and behavior management, as sharply distinguished from simply managing the portfolio. We strive to overcome failed investing that is often market-focused and current-outlook-driven. We believe that all successful investing is goal-focused and planning-driven.

Brad Ens

Brad Ens, B.Comm.

Senior Wealth Advisor

(306) 975-3836
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brad.ens@cibc.ca
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Brad’s career has spanned over 30 years in the financial services industry. He is a graduate of the University of Saskatchewan with an honors degree in Finance and Economics and holds the Certified Financial Planner (CFP) designation as part of his quest to fully serve investors.

Born and raised in Saskatoon, Brad is an active community member dedicated to helping others learn and grow. He is married to a teacher, and they have two adult daughters. The oldest is a photographer living in New York with her artist husband, and the youngest is a Music Therapist with a passion for helping others.

Like every kid growing up in the cold prairies, Brad was in a hockey rink for most of his youth, but when he figured out he wasn’t going to the NHL (and his Dad wanted to start sleeping in again on Saturdays), he learned to love playing ball, tennis, and golf, which he still enjoys now.

Brad also remembers his brother and himself being some of the first kids to get an Atari video game console and later a Commodore 64 computer. This has led to a lifelong fascination with computers and technology which along with raising two independent-minded daughters has taught him important life lessons about being detail-oriented, embracing innovation and change, and being patient.

James Flath

James Flath

Investment Advisor

(306) 975-3839
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james.flath@cibc.ca
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Jim is a graduate of the University of Saskatchewan and has been with CIBC Wood Gundy since 2010. He brings 30-plus years of business experience to the financial services industry. Jim leverages this experience to provide a great understanding of complex financial and investment needs and offers clear and sustainable solutions based on each client’s goals.

Jim grew up on the family farm outside of Saskatoon and is married to a physician. Together they have raised two driven and compassionate adult daughters. The youngest is currently practicing as a small animal veterinarian in Calgary and the oldest is completing her Ph.D. in Clinical Psychology at the University of Saskatchewan. At the kitchen table, Dad often gets reminded that he is soon to be the only “non-doctor in the house”.

Family remains extremely important to Jim, and he feels strongly about giving back to the community. He recently completed a 10-year term as a Board Member for Ronald McDonald House in Saskatoon. In his spare time, he can be found walking the family dogs, on a golf course, in a hockey rink, spending time at the cottage, or planning the next family vacation.

Lori Giroux

Client Associate

(306) 975-3800
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lori.giroux1@cibc.com
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Since 2017 Lori has been a part of the financial services industry, having earned a Diploma in Financial Services from Saskatchewan Polytechnic. She started her career with CIBC as a Financial Services Representative in Personal Banking, before moving on to a private wealth firm, where she was an Assistant for over 3 years. This has allowed her to provide a well-rounded approach to the client experience and support structure of the team.

Lori grew up in Prince Albert, Saskatchewan before moving to Moose Jaw to continue her studies, where she met her spouse Jordan. They moved to Saskatoon in 2019 with their two dogs Pepper (Mini Dachshund) and Graham (Red Heeler) whom they love to talk about. 

One of Lori’s favorite hobbies is baking which has helped develop her attention to detail and adaptability. As Lori always says, “even if your baking doesn’t turn out the way you wanted, it can always be turned into a rum ball.”

Anthony Rosko

Anthony Rosko

Client Associate

(306) 385-2128
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anthony.rosko@cibc.com
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Anthony embarked on his financial service industry career in 2021, joining a wealth management firm where he quickly developed a passion for providing clients with exceptional service. Anthony holds a Bachelor of Commerce degree from the Edwards School of Business at the University of Saskatchewan.

Anthony was born and raised in Saskatoon and is proud to call Saskatchewan home. Anthony and his spouse Taylor are proud dog owners, and they cherish the joy and companionship their Morkie brings to their lives.

For Anthony, spending quality time with family holds immense importance. Outside of his professional pursuits, he finds joy in his personal life by emphasizing a positive outlook and actively approaching one day at a time. Outside of the office, Anthony is an avid sports enthusiast with a passion for football and basketball. Making Sundays a dedicated time for catching up on the latest gridiron action.

Our partners

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

Michelle Unick

Michelle Unick, CFP, FMA

Financial Planning Specialist

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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.

Kennedy Pocock

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor

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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.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant

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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.

Colin Aldorfer

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist

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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.

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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.


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