Dudley Daniels, CPA, CA, CIM
Tel:
(306) 975-3812Email:
dudley.daniels@cibc.comDudley partners with people who care about their money and earn their trust by providing a reasoned, tax effective process to grow and protect their assets. As a Chartered Accountant, a Wealth Advisor with more than 35 years’ experience, and a business owner himself, Dudley understands clients’ investments needs and concerns. His background allows him to liaison with external advisors to provide a comprehensive investment, retirement and estate plan structured to meet clients’ goals.
Colton Daniels, CPA, CA
Tel:
(306) 385-2125Email:
colton.daniels@cibc.comColton is a second generation Chartered Accountant in the Daniels family, and the first legacy advisor to have joined The Daniels Investment Group after graduating from the University of Saskatchewan and spending years working for accounting firms in both Saskatoon and Red Deer. He is able to develop strong relationships with clients and works closely with them to provide tailored investment strategies and solutions to get them to their goals. A strong financial background makes Colton the best of both worlds, providing investment advice and tax minimization strategies to clients.
Outside of work, Colton is an avid squash player often competing in tournaments and league play. He and his wife, Brittney enjoy camping and gardening during the summer, and curling up with a good book or movie in the winter. Ever the extrovert, Colton loves spending time with good friends and sits on the Board for Saskatchewan Young Professionals and Entrepreneurs helping plan and host events.
Bryce Daniels, BA, B.Comm.
Tel:
(639) 220-0193Email:
bryce.daniels@cibc.comBryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B. Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.
Melissa Janis, B.Comm.
Tel:
(306) 975-3808Email:
melissa.janis@cibc.comMelissa is the second longest serving member of The Daniels Investment Group coming to work after graduating from the University of Saskatchewan with a B. Comm in finance. She is the glue that holds the team together and is the initial point of contact for most clients. Her enthusiasm, professionalism and attention to detail ensure that clients’ questions are efficiently dealt with, either by herself or by the most qualified team member.
Avery Jorgenson
Tel:
(306) 657-4427Email:
avery.jorgenson@cibc.comAvery is our newest member of the team and lends a hand on the administrative side. She grew up in various provinces including British Columbia and Alberta and graduated from high school in Saskatoon. Avery attended the U of S to obtain her B.Sc. in Psychology and has worked at various banking institutions throughout her attendance of post secondary school. While working in the industry Avery realized she was drawn most to the investment side and started young at only 18 investing in the stock market as she found it intriguing. Avery is working towards her Canadian Securities Course as well as Wealth Management Essentials. She loves tennis, golf, and snowmobiling and has a horse - all of which she likes to enjoy when she’s not busy working or studying!
Dudley Daniels, CPA, CA, CIM
Senior Wealth Advisor
Portfolio Manager
Dudley partners with people who care about their money and earn their trust by providing a reasoned, tax effective process to grow and protect their assets. As a Chartered Accountant, a Wealth Advisor with more than 35 years’ experience, and a business owner himself, Dudley understands clients’ investments needs and concerns. His background allows him to liaison with external advisors to provide a comprehensive investment, retirement and estate plan structured to meet clients’ goals.
Colton is a second generation Chartered Accountant in the Daniels family, and the first legacy advisor to have joined The Daniels Investment Group after graduating from the University of Saskatchewan and spending years working for accounting firms in both Saskatoon and Red Deer. He is able to develop strong relationships with clients and works closely with them to provide tailored investment strategies and solutions to get them to their goals. A strong financial background makes Colton the best of both worlds, providing investment advice and tax minimization strategies to clients.
Outside of work, Colton is an avid squash player often competing in tournaments and league play. He and his wife, Brittney enjoy camping and gardening during the summer, and curling up with a good book or movie in the winter. Ever the extrovert, Colton loves spending time with good friends and sits on the Board for Saskatchewan Young Professionals and Entrepreneurs helping plan and host events.
Bryce is the second legacy advisor of The Daniels Investment Group. After graduating from the University of Saskatchewan with both BA and B. Comm degrees, he headed west to Calgary where he lived for over a decade doing business development roles in various industries. Relationships and client success have been the cornerstone of Bryce’s career and led him back to Saskatoon where he continues reaching out to clients and others to help them achieve what they desire most through The Daniels Investment Group’s unique offering of investment and financial planning services.
Melissa is the second longest serving member of The Daniels Investment Group coming to work after graduating from the University of Saskatchewan with a B. Comm in finance. She is the glue that holds the team together and is the initial point of contact for most clients. Her enthusiasm, professionalism and attention to detail ensure that clients’ questions are efficiently dealt with, either by herself or by the most qualified team member.
Avery is our newest member of the team and lends a hand on the administrative side. She grew up in various provinces including British Columbia and Alberta and graduated from high school in Saskatoon. Avery attended the U of S to obtain her B.Sc. in Psychology and has worked at various banking institutions throughout her attendance of post secondary school. While working in the industry Avery realized she was drawn most to the investment side and started young at only 18 investing in the stock market as she found it intriguing. Avery is working towards her Canadian Securities Course as well as Wealth Management Essentials. She loves tennis, golf, and snowmobiling and has a horse - all of which she likes to enjoy when she’s not busy working or studying!
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Michelle Unick, CFP, FMA
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.
Colin Aldorfer, BA, B.Comm.
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.
Kennedy Pocock, PFP, B.Comm.
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.
Michelle Unick, CFP, FMA
Financial Planning Specialist
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.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
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.
Kennedy Pocock, PFP, B.Comm.
Senior Private Banking Advisor
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.