Brock Martin, CFP, CIM
Portfolio Manager
Looking for a physical and intellectually challenging career, I joined the Canadian Armed Forces directly from high school in the Officer program leading to Pilot wings. This career certainly fulfilled my desire to push my limits and abilities.
Upon graduation, I bid for a Search & Rescue position. I was drawn to the independent flying and the ability to have immediate results in the lives of those I might rescue. I wanted to make a difference to people.
After 10 years of service and many successful missions, I left the Canadian Forces as a Captain with an honorable discharge in 1989. I went on to fly commercially and finished my flying career providing humanitarian relief with the Red Cross in Kenya, Sudan and Ethiopia.
I completed a Diploma in Business Administration at Wilfrid Laurier University graduating in 1991 and changed careers entirely to become a Financial Advisor. I was one of the founding Advisors of one of Canada's leading financial advisory firms in 1995. In 1996, I completed my CFP (Certified Financial Planner) and have recently completed my CIM (Chartered Investment Manager). Today I am an Investment Advisor and Portfolio Manager with CIBC Wood Gundy having joined the CIBC team in 2014.
Today, I still want to make a difference in people's lives. I focus my business and expertise on meeting the needs of my pre- and post-retirees, including maximizing retirement income, minimizing taxes and helping them create effective estate plans.
Monica Davies
Associate Investment Advisor
Monica Davies became part of Brock Martin's team in 1995 and went on to obtain her Personal Financial Planner designation in 2000. Since joining Brock's team, Monica has been instrumental in the development and progression of the practice. Monica works closely with all of our clients, in all aspects of their wealth management requirements, liases and co-ordinates with all other team members, while continuing to manage the day-to-day operations of the business.
Brock Martin, CFP, CIM
Looking for a physical and intellectually challenging career, I joined the Canadian Armed Forces directly from high school in the Officer program leading to Pilot wings. This career certainly fulfilled my desire to push my limits and abilities.
Upon graduation, I bid for a Search & Rescue position. I was drawn to the independent flying and the ability to have immediate results in the lives of those I might rescue. I wanted to make a difference to people.
After 10 years of service and many successful missions, I left the Canadian Forces as a Captain with an honorable discharge in 1989. I went on to fly commercially and finished my flying career providing humanitarian relief with the Red Cross in Kenya, Sudan and Ethiopia.
I completed a Diploma in Business Administration at Wilfrid Laurier University graduating in 1991 and changed careers entirely to become a Financial Advisor. I was one of the founding Advisors of one of Canada's leading financial advisory firms in 1995. In 1996, I completed my CFP (Certified Financial Planner) and have recently completed my CIM (Chartered Investment Manager). Today I am an Investment Advisor and Portfolio Manager with CIBC Wood Gundy having joined the CIBC team in 2014.
Today, I still want to make a difference in people's lives. I focus my business and expertise on meeting the needs of my pre- and post-retirees, including maximizing retirement income, minimizing taxes and helping them create effective estate plans.
Monica Davies
Monica Davies became part of Brock Martin's team in 1995 and went on to obtain her Personal Financial Planner designation in 2000. Since joining Brock's team, Monica has been instrumental in the development and progression of the practice. Monica works closely with all of our clients, in all aspects of their wealth management requirements, liases and co-ordinates with all other team members, while continuing to manage the day-to-day operations of the business.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.
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
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.
Lori Strong, MTI, TEP
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.