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

Grant Regnier Financial

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About us

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

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Laura Regnier

Laura Regnier, CIM, CIWM, FCSI

Portfolio Manager
Senior Wealth Advisor

Tel:

(519) 660-3713
Opens in your telephone provided application.

Email:

laura.regnier​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Laura has been a trusted advisor to a select group of individuals and their families, entrepreneurs and professionals for over 25 years. As a Portfolio Manager, she is directly responsible for our discretionary wealth management strategies and offers integrated wealth building solutions for individuals, business owners and charitable organizations. In addition to helping clients build and protect wealth, Laura ensures that investment strategies complement estate planning strategies. Laura holds the designations of Canadian Investment Manager (CIM), Certified International Wealth Manger (CIWM), and Fellow of the Canadian Securities Institute (FCSI). She values quality time with her family, traveling, and staying active through a variety of activities including biking, cardio kickboxing, and golf.

Shawnna-Lee Watson

Financial Associate

Tel:

(519) 660-3710
Opens in your telephone provided application.

Email:

shawnna-lee.watson​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Shawnna started her investment career in 1988 and has been a valuable member of the Grant Regnier Financial Group for over 20 years. Shawnna is responsible for all day-to-day client administration and reporting and is often commended for her well-rounded knowledge base, outstanding service quality and warm demeanour. She handles portfolio-related questions, our trading and portfolio implementation processes and is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. Born and raised in Montreal (Go Habs Go!), she is fluent in both English and French. Outside of the office, Shawnna can be found with her husband Mike lying by the pool in the summer or travelling to tropical islands in the winter.

Matthew James

Financial Associate

Tel:

(519) 640-7617
Opens in your telephone provided application.

Email:

matthew.james​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Matthew offers superior client service to existing and new families joining the Grant Regnier Financial Group. He assists with client reporting, account administration, new account opening, documentation, transfers, and helping new clients get to know our team. He is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. With over 3 years in the finance industry, he helps to deliver the smoothest possible experience to our existing client or those transitioning to the Grant Regnier Financial Group. A recent new homeowner, he values time with his family and is an avid cyclist.

Ted Grant

Ted Grant, CIM

Senior Wealth Advisor

Tel:

(519) 660-3741
Opens in your telephone provided application.

Email:

ted.grant​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Since joining CIBC Wood Gundy in 2003, Ted has focused on creating effective partnerships with clients, built on integrity and honesty. He is committed to helping clients achieve their financial goals by providing them with innovative solutions designed to meet their specific needs. By leveraging the expertise of our partners across the CIBC Group of Companies, he is able to access a full range of products and services for clients. These include Investment Management; Retirement and Estate Planning; Charitable Giving; Tax Efficiency; and Multi-Generational Wealth Transfer. In addition, Ted works with foundations and institutions, delivering wealth management expertise and guidance. An avid skier and snowboarder, Ted volunteers with the Canadian Ski Patrol, and can be seen patrolling the slopes at Boler Mountain.

Laura Regnier

Laura Regnier, CIM, CIWM, FCSI

Portfolio Manager
Senior Wealth Advisor

Tel:

(519) 660-3713
Opens in your telephone provided application.

Email:

laura.regnier​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Laura has been a trusted advisor to a select group of individuals and their families, entrepreneurs and professionals for over 25 years. As a Portfolio Manager, she is directly responsible for our discretionary wealth management strategies and offers integrated wealth building solutions for individuals, business owners and charitable organizations. In addition to helping clients build and protect wealth, Laura ensures that investment strategies complement estate planning strategies. Laura holds the designations of Canadian Investment Manager (CIM), Certified International Wealth Manger (CIWM), and Fellow of the Canadian Securities Institute (FCSI). She values quality time with her family, traveling, and staying active through a variety of activities including biking, cardio kickboxing, and golf.

Shawnna-Lee Watson

Financial Associate

Tel:

(519) 660-3710
Opens in your telephone provided application.

Email:

shawnna-lee.watson​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Shawnna started her investment career in 1988 and has been a valuable member of the Grant Regnier Financial Group for over 20 years. Shawnna is responsible for all day-to-day client administration and reporting and is often commended for her well-rounded knowledge base, outstanding service quality and warm demeanour. She handles portfolio-related questions, our trading and portfolio implementation processes and is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. Born and raised in Montreal (Go Habs Go!), she is fluent in both English and French. Outside of the office, Shawnna can be found with her husband Mike lying by the pool in the summer or travelling to tropical islands in the winter.

Matthew James

Financial Associate

Tel:

(519) 640-7617
Opens in your telephone provided application.

Email:

matthew.james​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Matthew offers superior client service to existing and new families joining the Grant Regnier Financial Group. He assists with client reporting, account administration, new account opening, documentation, transfers, and helping new clients get to know our team. He is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. With over 3 years in the finance industry, he helps to deliver the smoothest possible experience to our existing client or those transitioning to the Grant Regnier Financial Group. A recent new homeowner, he values time with his family and is an avid cyclist.

Ted Grant

Ted Grant, CIM

Senior Wealth Advisor

Tel:

(519) 660-3741
Opens in your telephone provided application.

Email:

ted.grant​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Since joining CIBC Wood Gundy in 2003, Ted has focused on creating effective partnerships with clients, built on integrity and honesty. He is committed to helping clients achieve their financial goals by providing them with innovative solutions designed to meet their specific needs. By leveraging the expertise of our partners across the CIBC Group of Companies, he is able to access a full range of products and services for clients. These include Investment Management; Retirement and Estate Planning; Charitable Giving; Tax Efficiency; and Multi-Generational Wealth Transfer. In addition, Ted works with foundations and institutions, delivering wealth management expertise and guidance. An avid skier and snowboarder, Ted volunteers with the Canadian Ski Patrol, and can be seen patrolling the slopes at Boler Mountain.

Laura Regnier

Laura Regnier, CIM, CIWM, FCSI

Portfolio Manager
Senior Wealth Advisor

Tel:

(519) 660-3713
Opens in your telephone provided application.

Email:

laura.regnier​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Laura has been a trusted advisor to a select group of individuals and their families, entrepreneurs and professionals for over 25 years. As a Portfolio Manager, she is directly responsible for our discretionary wealth management strategies and offers integrated wealth building solutions for individuals, business owners and charitable organizations. In addition to helping clients build and protect wealth, Laura ensures that investment strategies complement estate planning strategies. Laura holds the designations of Canadian Investment Manager (CIM), Certified International Wealth Manger (CIWM), and Fellow of the Canadian Securities Institute (FCSI). She values quality time with her family, traveling, and staying active through a variety of activities including biking, cardio kickboxing, and golf.

Ted Grant

Ted Grant, CIM

Senior Wealth Advisor

Tel:

(519) 660-3741

Email:

ted.grant​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Since joining CIBC Wood Gundy in 2003, Ted has focused on creating effective partnerships with clients, built on integrity and honesty. He is committed to helping clients achieve their financial goals by providing them with innovative solutions designed to meet their specific needs. By leveraging the expertise of our partners across the CIBC Group of Companies, he is able to access a full range of products and services for clients. These include Investment Management; Retirement and Estate Planning; Charitable Giving; Tax Efficiency; and Multi-Generational Wealth Transfer. In addition, Ted works with foundations and institutions, delivering wealth management expertise and guidance. An avid skier and snowboarder, Ted volunteers with the Canadian Ski Patrol, and can be seen patrolling the slopes at Boler Mountain.

Laura Regnier

Laura Regnier, CIM, CIWM, FCSI

Portfolio Manager

Senior Wealth Advisor

Tel:

(519) 660-3713

Email:

laura.regnier​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Laura has been a trusted advisor to a select group of individuals and their families, entrepreneurs and professionals for over 25 years. As a Portfolio Manager, she is directly responsible for our discretionary wealth management strategies and offers integrated wealth building solutions for individuals, business owners and charitable organizations. In addition to helping clients build and protect wealth, Laura ensures that investment strategies complement estate planning strategies. Laura holds the designations of Canadian Investment Manager (CIM), Certified International Wealth Manger (CIWM), and Fellow of the Canadian Securities Institute (FCSI). She values quality time with her family, traveling, and staying active through a variety of activities including biking, cardio kickboxing, and golf.

Shawnna-Lee Watson

Financial Associate

Tel:

(519) 660-3710

Email:

shawnna-lee.watson​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Shawnna started her investment career in 1988 and has been a valuable member of the Grant Regnier Financial Group for over 20 years. Shawnna is responsible for all day-to-day client administration and reporting and is often commended for her well-rounded knowledge base, outstanding service quality and warm demeanour. She handles portfolio-related questions, our trading and portfolio implementation processes and is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. Born and raised in Montreal (Go Habs Go!), she is fluent in both English and French. Outside of the office, Shawnna can be found with her husband Mike lying by the pool in the summer or travelling to tropical islands in the winter.

Matthew James

Financial Associate

Tel:

(519) 640-7617

Email:

matthew.james​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Matthew offers superior client service to existing and new families joining the Grant Regnier Financial Group. He assists with client reporting, account administration, new account opening, documentation, transfers, and helping new clients get to know our team. He is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. With over 3 years in the finance industry, he helps to deliver the smoothest possible experience to our existing client or those transitioning to the Grant Regnier Financial Group. A recent new homeowner, he values time with his family and is an avid cyclist.

ABOUT CIBC WOOD GUNDY

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

 

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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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