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 hockey 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 has been active in the banking and finance industry since 2013 working for multiple CIBC lines of business. He held the title of Financial Advisor with CIBC Imperial Service before moving to CIBC Wood Gundy as an Investment Advisor. With expertise in investment services and financial management, Saqeeb is a skilled business professional with an International Bachelor of Business Administration degree from Memorial University of Newfoundland focused in Finance and Economics. Delivering trusted investment advice and providing comprehensive financial planning support have been the driving force behind his current role with the Calgary Central Advisory Group.

In his spare time, Saqeeb enjoys playing cricket, loves to go on road trips with his wife and create cherished memories.

Imad comes from a family of educators and is dedicated to simplifying complex financial topics for investors, driven by a passion for teaching and sharing his wealth of experience from years in trading rooms.

He emphasizes structuring portfolios, designed around your financial goals, with a diversification strategy that pays close attention to global macroeconomic and geopolitical developments.

Imad brings 25 years of extensive experience in capital markets trading in foreign exchange, fixed income, and derivatives. He has worked in major financial hubs including Chicago, Qatar, and Dubai, with a brief stint with the Austrian Federal Economic Chamber of Commerce.

He resides in Calgary with his wife and three daughters. He enjoys reading, photography, cycling and spending time with his extended family in Saskatchewan.

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.

Nicholas Molina is an Administrative Associate with the Bow Advisory Group/Calgary Central Advisory Group, joining the team in 2021. Nick has a diploma in Business Administration - Financial Services and is currently working towards his securities registration. Nick, a graduate of SAIT, played basketball for five years and is passionate about staying active.

He enjoys working out throughout the week and spending time with his family and friends.

Robyn graduated with a Bachelor’s Degree in Economics from the University of Calgary. She joined CIBC Wood Gundy back in late 2023 and is currently working towards her CIRO registration requirements. Robyn is passionate about being personable with clients, valuing first class client service and striving to enhance all client relationships.

When Robyn’s not in the office, you can find her in the gym or on a ski hill during the winter time.