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

Edmonton

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Our Investment Advisors & Teams

Alex Bandjak 

Alicja Brown 

Brent Buchanan Investment Team 

Davis Graham

Don Madra

Edmonton Advisory Group 

Eric Schenstead

Farzad Khoshandamgoli 

George Chrones

Glen A. Mead, CIMA, CFP, CIM, FCSI, FMA 

Harty Advisory Team 

Hummel Financial Group 

Husky Financial Group 

Jason Van Oene 

Jeremiah Ribasi, B.Comm, PFP®, CIM®,FCSI® 

Kathy Strobl

Ken Hayward

MCS Advisory Team 

Mark Lepine

McLeod Wealth Management 

Padget D. Lofgren 

Persaud Wealth Management 

Remy Investment Group 

Richards Advisory Group 

Rolanda Campbell

Rouleau Investment Group 

Seed Financial Group 

Sim Shyry Financial Group 

Strachan Financial Group 

Stu Curley Investment Team 

The Blake Wealth Advisory Group 

The Miller Wealth Group 

The Omell Financial Group 

The Rosychuk Investment Group 

The Schmidt Investment Group 

The Wooding Group 

Vasilis Costopoulos

Zhang Kang Wealth Advisory Group 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Management Team

Toby Dragland, CIM®, CFP®, CLU

Branch Manager

(780) 409-9904

toby.dragland@cibc.com

Toby Dragland began his career in wealth management in 1995 and has been dedicated to the development of meaningful relationship with his colleagues and clients throughout. He joined the CIBC Wood Gundy Edmonton team as branch leader in 2020, and is honoured to work alongside this group of incredibly talented advisors and team members.

Toby has assembled a strong management team who work closely together to support the CIBC Wood Gundy Edmonton branch and who bring exceptional investment and wealth management expertise to their clients.

Vivian Okonkwo, CIM®, CFP®

Associate Branch Manager

(780) 628-0302

vivian.okonkwo@cibc.com

Vivian Okonkwo (Vee) believes in the power of a supported team enhanced through her leadership, commitment to operational excellence, and talent development. Her career in wealth management began in St. John's, Newfoundland and progressed through leadership roles in Calgary and now in Edmonton. In her current role as Associate Branch Manager, Vee focuses on advocating for team well-being, fostering collaboration, and empowering her colleagues through motivational leadership. Her philosophy centers on creating an environment where individuals are valued, supported, and inspired to achieve their full potential.

Tanya Dacosta

Senior Branch Administrator

(780) 498-5034

tanya.dacosta2@cibc.com

Tanya DaCosta specializes in human resources and talent acquisition, with a sharp eye for identifying and nurturing top-tier talent.

Since joining CIBC in 2005, Tanya has gained extensive experience across various roles within the organization, with a significant focus in wealth management as a former member of CIBC Private Banking and now with CIBC Wood Gundy. Her years of working closely with high-net-worth clients have fostered a deep appreciation for building strong relationships and delivering exceptional service. As a key member of the management team, Tanya has witnessed firsthand CIBC’s commitment to fostering an employee-centric, innovative culture.

Outside of the office, Tanya is passionate about sports, whether competing on the volleyball court or honing her skills in fantasy football, where she’s striving for her fourth championship title. A devoted pet lover, Tanya enjoys spending time with her white pug, Charlie Pickles, a name chosen by her son that always brings a smile.

Daniel Saint-Clair Lee

Senior Branch Administrator

(780) 429-8918

daniel.saintclairlee@cibc.com

With over five years of experience in the finance industry, Daniel Saint-Clair Lee specializes in wealth management. As a Senior Branch Administrator at CIBC Wood Gundy, he is dedicated to supporting teams and ensuring the seamless delivery of exceptional service to clients and colleagues.

Daniel’s expertise in financial operations, coupled with his commitment to efficiency and client satisfaction, helps drive the success of his branch. His focus is on optimizing processes, fostering collaboration, and maintaining the highest standards of service within the organization.

Clint Daniels

Branch Administrator

(780) 628-0316

clint.daniels@cibc.com

A seasoned banking professional with a comprehensive career spanning diverse lines of business, Clint brings a wealth of expertise to client relationships. Possessing a deep understanding of retail banking and wealth management, Clint has consistently delivered strategic solutions and exceptional service throughout his career. Known for a client-centric approach, Clint is dedicated to building lasting relationships by prioritizing client needs with a proven track record of exceeding expectations.

Tasha Nelson

Branch Administrator

(780) 628-0305

tasha.nelson@cibc.com

Tasha Nelson is an experienced professional with a strong background in administration, project coordination, and operations. Holding an Associate’s Degree in Business Administration, she is adept at leveraging problem-solving skills to drive company goals.

Tasha was previously with CIBC Investment Banking in Toronto before joining the CIBC Wood Gundy Edmonton team. Her diverse experience, combined with her commitment to efficiency, organization, and a track record of success has made her a valuable asset to our team.

In her spare time, Tasha enjoys spending time with her family, hiking, and going to the movies.

Operations Team

Mariafe Anino

Branch Assistant - Operations

(780) 970-5303

Mariafe.anino@cibc.com

Carla Graham

Branch Assistant - Operations

(780) 970-5313

Carlaann.graham@cibc.ca

Carmen Simmonds

Branch Assistant - Reception & Operations

(780) 429-8900

Carmen.simmonds@cibc.com

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CREATE A LEGACY FOR GENERATIONS TO COME

At CIBC Family Office, we help you and your family organize and understand the intricacies of wealth ownership and manage the complexity of multi-generational wealth. Working in close collaboration with experts from across CIBC and your external advisors, we develop a plan that is tailored to each individual family, responsive to the needs of each member and reflects the family’s current and future vision.

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Address

Edmonton Address
10180-101 Street
Suite 1800
Edmonton, AB T5J 3S4
Telephone number: (780) 409-9904

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.