Colton Homewood, CIM®, B.Comm (Hons)
Tel:
(519) 631-3870Tel:
(519) 878-9009Email:
colton.homewood@cibc.com
Colton has been in the financial industry since 2015. Colton holds an Honours Bachelors Degree of Commerce from McMaster University. Colton is responsible for investment research, trading, and assisting Les with portfolio design and management.
When he is not focused on providing a positive client experience, he can be found at the boxing gym, or outdoors either water skiing or snowboarding.
Devon Pope, PFP
Tel:
(519) 972-6532Tel:
(519) 996-5008Email:
devon.pope@cibc.comDevon is a Wealth Advisor on our team, working out of the Windsor Office. Since 2013, Devon has progressed within the CIBC Group of companies. He was a Financial Advisor with Imperial Service in Windsor and most recently as a Senior Small Business Advisor in Lasalle. Devon looks forward to working with some of his previous clientele and establishing new client relationships to help them with their investment goals.
In his spare time Devon likes to travel, enjoy new culinary experiences, and watch Formula 1 racing.
Dzaner Jasarovski
Tel:
(519) 631-2508Email:
dzaner.jasarovski@cibc.comDzaner brings 9 years of Financial Advisory experience with CIBC to the team. As a graduate of the University of Windsor’s Odette School of Business, Dzaner developed a passion for studying financial markets and the fundamental and technical drivers of the economy and investment performance.
He uses this analytical background combined with a personable approach to provide customized portfolios to meet client specific goals and provide peace of mind during uncertain periods in the markets. An avid learner, Dzaner continues to build his knowledge as a Chartered Financial Analyst candidate and is part of the Homewood Pope Investment Committee tasked with formulating the active investment strategy for the group's client portfolios.
With Dzaner, you can expect knowledgeable insight, careful attention to detail, and someone who will follow the ambitions of his clients from start to finish.
Colton Homewood, CIM®, B.Comm (Hons)
Associate Portfolio Manager
Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.Colton has been in the financial industry since 2015. Colton holds an Honours Bachelors Degree of Commerce from McMaster University. Colton is responsible for investment research, trading, and assisting Les with portfolio design and management.
When he is not focused on providing a positive client experience, he can be found at the boxing gym, or outdoors either water skiing or snowboarding.
Devon Pope, PFP
Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Devon is a Wealth Advisor on our team, working out of the Windsor Office. Since 2013, Devon has progressed within the CIBC Group of companies. He was a Financial Advisor with Imperial Service in Windsor and most recently as a Senior Small Business Advisor in Lasalle. Devon looks forward to working with some of his previous clientele and establishing new client relationships to help them with their investment goals.
In his spare time Devon likes to travel, enjoy new culinary experiences, and watch Formula 1 racing.
Dzaner Jasarovski
Associate Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Dzaner brings 9 years of Financial Advisory experience with CIBC to the team. As a graduate of the University of Windsor’s Odette School of Business, Dzaner developed a passion for studying financial markets and the fundamental and technical drivers of the economy and investment performance.
He uses this analytical background combined with a personable approach to provide customized portfolios to meet client specific goals and provide peace of mind during uncertain periods in the markets. An avid learner, Dzaner continues to build his knowledge as a Chartered Financial Analyst candidate and is part of the Homewood Pope Investment Committee tasked with formulating the active investment strategy for the group's client portfolios.
With Dzaner, you can expect knowledgeable insight, careful attention to detail, and someone who will follow the ambitions of his clients from start to finish.
Caitlin Raine-Jensen
Financial Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Caitlin joined CIBC Wood Gundy in 2015, with over a decade of previous customer service experience. She complements our team with dedicated and friendly client service, complimented with a high level of attention to detail in her role. Using her analytical and critical thinking skills she leads our Administration team and assists with investment reviews, tax preparation, and is the first point of contact for all client service requests. Caitlin is able to provide trading and advice to our clients and assists the team with managing all transactions. Caitlin is married with 2 children and enjoys outdoor activities such as camping with her family.
Tawnee Vandenbroek
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Tawnee joined CIBC Wood Gundy as an Administrative Assistant in April 2022. With a background in healthcare administration, Tawnee provides excellent and friendly client service and is responsible for the team’s administrative duties, including scheduling & appointments, meeting preparation, account documentation, and Online support. In her spare time, she enjoys being outside and living an active lifestyle with her husband and two young boys.
Colin Bierer
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Colin joined CIBC Wood Gundy in March 2024. Colin has an Honours B.Sc. Degree in Economics from the University of Windsor and has experience in retail banking and customer service. Colin is responsible for scheduling appointments, meeting preparation, account documentation, and transactions. He is working towards completing the Wealth Management Essentials Course. Colin lives an active lifestyle and enjoys golfing, watching sports, and spending time with family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jordan Crampton, CFP, CLU
Email:
jordan.crampton@cibc.caShortly 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.
David Coate, CA, CPA, CFP
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Brian Lawson, CFP, RRC, CIM
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.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.
David Coate, CA, CPA, CFP
Estate Planning Specialist
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Brian Lawson, CFP, RRC, CIM
Financial Planning Specialist
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Colleen Derrick, CFP®, CIM, FMA
Financial Planning Specialist
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.
In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.