Aaron Bauer, CFP®, CIM®, PFP, FCSI
A graduate of the Haskayne School of Business with a Bachelor of Commerce dual degree in Finance and Risk Management & Insurance, Aaron began his career in the investment industry with CIBC Wood Gundy in 2005. As a Portfolio Manager and CERTIFIED FINANCIAL PLANNER® professional, a holder of the Chartered Investment Manager (CIM®) designation, Aaron is committed to understanding his client's individual needs and circumstances to provide exceptional service and premier wealth management advice. Aaron also holds the Fellow of the Canadian Securities Institute (FCSI) designation which is reserved for a group of experienced financial services professionals who meet the highest standards for education, ethics and industry experience.
Away from the office, Aaron enjoys spending time with his wife and two daughters, traveling, playing hockey, golf, squash and tennis. Aaron volunteers as an in-class presenter for Junior Achievement, which focuses on providing programs for youth to develop financial literacy and entrepreneurial skills.