Sean started in the Financial Services in 1999 and has been counselling clients on maintaining a long term goal based approach to managing their assets through very challenging market conditions. He takes an integrated approach to financial planning, providing personalized wealth management strategies to clients as their lives unfold and their needs evolve.

Sean focuses his attention to building a solid understanding of his clients' aspirations and priorities, working diligently to ensure they have confidence in their financial plans and investment strategies. He provides clear, concise, and comprehensive financial information, constantly delivering the highest levels of support and transparency to meet the unique and evolving needs of his clients and with CIBC will provide world class expertise and exceptional services to his clients.

Away from work Sean enjoys Crossfit, surfing, golfing, playing and coaching baseball and travel.

Trevor joined the firm in July 1998 and brings over 25 years of experience to his practice.

We take a sensible approach to investing with a focus on income generation and tax efficiency. Our portfolios are easy to understand and strive for lower volatility and a greater degree of predictability.

Our partners include full time financial planners, estate planning specialist and business transition expertise. Together we develop strategies to help protect, build and transition your wealth.

We pride ourselves on the degree of cooperation we offer your tax advisor.  Missing slips and forgotten cost bases can amplify the stress during tax season. We go out of our way to ensure you and your accountant are looked after in a timely manner with accurate information.

Saqeeb Rahman, BBA, CIM®, is an Investment Advisor with the Calgary Central Advisory Group at CIBC Wood Gundy. Since beginning his career in banking and finance in 2013, he has built broad experience across multiple CIBC lines of business.

Before joining CIBC Wood Gundy, Saqeeb was a Financial Advisor with CIBC Imperial Service. His background in investment services and financial management supports his commitment to providing trusted investment advice, and together with our CIBC partners he provides comprehensive financial planning support tailored to clients’ needs.

He holds an International Bachelor of Business Administration degree from Memorial University of Newfoundland, with a focus in Finance and Economics.

In his spare time, Saqeeb enjoys playing cricket and creating lasting memories with his wife and daughter on family road trips.

Cindy Truong has been at CIBC for over 30 years. She has brought over 15 years of extensive experience from CIBC Retail and Imperial Service and she has dedicated another 15 years at Wood Gundy and currently working in her role of a registered Client Associate. With vast knowledge and expertise in client services and business transactions, Cindy has been playing an important role in supporting team productivity.

Nasim Khan became a member of the team in 2023 in the role of a registered Client Associate. He holds a Masters in Management and brings over 12 years of extensive experience in the banking sector. His expertise spans across various domains, including retail and business banking, treasury, cash management and wealth management. Nasim's comprehensive knowledge and dedication to excellence make him a valuable asset for the team.