Craig Butler, CIM, BA, EPC
Senior Wealth Advisor
Craig has been with CIBC Wood Gundy and its predecessor companies since 1997 and is dedicated to managing his client’s financial needs and providing a superior client experience. Craig has built a highly-qualified team focused on deep experience, industry knowledge and a true commitment to personalized service. He manages the assets of just over 100 families internationally. The team works extensively with partners across CIBC Private Wealth to bring forward a cohesive wealth plan for his clients. Craig Graduated from Acadia University in 1991, with a BA in Economics.
Adrian Skakie, B.Comm., CIM
Financial Associate
A member of the Harvester Financial Group at CIBC Wood Gundy since 2017 and graduate of Carleton University's Sprott Business School. He received the Chartered Investment Manager (CIM) designation in 2021 to become a registered Portfolio Manager. Adrian engages in client conversations to understand and meet their financial, retirement and estate planning needs through customized solutions that meet their specific goals and objectives. Daily responsibilities include preparing portfolio reviews, developing investment plans, gathering in-depth research on various company stocks and mutual funds, and staying up-to-date on market conditions.
Julie Stevenson, BA, PFP
Financial Associate
Julie is a graduate of the University of Western Ontario with an Economics degree. She has extensive experience in the financial services industry having been licensed since 2000 and in serving the needs of affluent clients. She has many qualifications which include her Canadian Securities license and her Professional Financial Planner (PFP) designation. Julie lives in Burlington with her two children.
Craig Butler, CIM, BA, EPC
Craig has been with CIBC Wood Gundy and its predecessor companies since 1997 and is dedicated to managing his client’s financial needs and providing a superior client experience. Craig has built a highly-qualified team focused on deep experience, industry knowledge and a true commitment to personalized service. He manages the assets of just over 100 families internationally. The team works extensively with partners across CIBC Private Wealth to bring forward a cohesive wealth plan for his clients. Craig Graduated from Acadia University in 1991, with a BA in Economics.
Adrian Skakie, B.Comm., CIM
A member of the Harvester Financial Group at CIBC Wood Gundy since 2017 and graduate of Carleton University's Sprott Business School. He received the Chartered Investment Manager (CIM) designation in 2021 to become a registered Portfolio Manager. Adrian engages in client conversations to understand and meet their financial, retirement and estate planning needs through customized solutions that meet their specific goals and objectives. Daily responsibilities include preparing portfolio reviews, developing investment plans, gathering in-depth research on various company stocks and mutual funds, and staying up-to-date on market conditions.
Julie Stevenson, BA, PFP
Julie is a graduate of the University of Western Ontario with an Economics degree. She has extensive experience in the financial services industry having been licensed since 2000 and in serving the needs of affluent clients. She has many qualifications which include her Canadian Securities license and her Professional Financial Planner (PFP) designation. Julie lives in Burlington with her two children.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Kim Ellens, MTI
Trust and Estate Consultant
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Kim Ellens, MTI
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.