OUR TEAM
Ian A. Shipp, BA, CIM
Senior Wealth Advisor
Associate Portfolio Manager
Beginning his investment career in 1983, Ian brings a wealth of knowledge and experience to the team. After graduating from Wilfred Laurier with an Honours Bachelor of Business Administration, Ian completed several accreditations and became CIRO registered. He continues to upgrade his knowledge and has earned the Chartered Investment Manager designation.
Ian takes a conservative approach to ensure clients' long-term goals are met. By drawing from the talents and specializations of his team and other professionals, he will develop a wealth management plan that integrates all areas including investment, tax, insurance, retirement, and estate planning into a personalized plan, tailored to meet your specific goals. With over 30 years' experience in the industry Ian has a track record that speaks for itself and takes pride seeing clients attain not only their financial goals but the ability to enjoy life to the fullest.
Ian is devoted to his family that includes his lovely wife, Valerie and their two daughters, Tiffany and Cassandra. He enjoys an active lifestyle that includes skiing, scuba diving and golf. Ian is also an active and dedicated supporter of charities, such as the Kiwanis Club of Guelph as well as an active member of the Whistle Bear Golf Club.
Dustin L. Cleghorn, B.Comm., CPA, CA, CIM
Wealth Advisor
Associate Portfolio Manager
As an Associate Wealth Advisor at CIBC Private Wealth Management in downtown Guelph, Dustin fosters relationships with high net worth clients to design and implement thoughtful wealth management and investment decisions. Clients include, but are not limited to, high net-worth families, business owners, corporations, and nonprofit organizations.
Prior to joining the firm in 2016, Dustin served as a senior accountant at an international accounting and consulting firm where earned his Chartered Accountant designation during his tenure.
Dustin earned an Honours Bachelor of Commerce degree from The Telfer School of Management at the University of Ottawa. Dustin is involved in his local community holding several committee and board member positions with the Guelph Chamber of Commerce, United Way, Guelph Humane Society, and Lakeside HOPE House.
Dustin has a passion for golf and sits on the board at his home golf course in Guelph.
Christine Chard
Client Associate
Christine is a client associate who draws on the breadth of expertise she has developed over the 25 years in the financial industry. She holds credentials from the Canadian Securities Institute and is fully licensed to execute trades. By providing clients with her superior level of service, Christine has developed strong relationships of trust and confidence.
Christine is an ardent fitness advocate who enjoys an extensive exercise regime and daily pilates. Christine loves spending time with her two teenage daughters.
Ian A. Shipp, BA, CIM
Beginning his investment career in 1983, Ian brings a wealth of knowledge and experience to the team. After graduating from Wilfred Laurier with an Honours Bachelor of Business Administration, Ian completed several accreditations and became CIRO registered. He continues to upgrade his knowledge and has earned the Chartered Investment Manager designation.
Ian takes a conservative approach to ensure clients' long-term goals are met. By drawing from the talents and specializations of his team and other professionals, he will develop a wealth management plan that integrates all areas including investment, tax, insurance, retirement, and estate planning into a personalized plan, tailored to meet your specific goals. With over 30 years' experience in the industry Ian has a track record that speaks for itself and takes pride seeing clients attain not only their financial goals but the ability to enjoy life to the fullest.
Ian is devoted to his family that includes his lovely wife, Valerie and their two daughters, Tiffany and Cassandra. He enjoys an active lifestyle that includes skiing, scuba diving and golf. Ian is also an active and dedicated supporter of charities, such as the Kiwanis Club of Guelph as well as an active member of the Whistle Bear Golf Club.
Dustin L. Cleghorn, B.Comm., CPA, CA, CIM
As an Associate Wealth Advisor at CIBC Private Wealth Management in downtown Guelph, Dustin fosters relationships with high net worth clients to design and implement thoughtful wealth management and investment decisions. Clients include, but are not limited to, high net-worth families, business owners, corporations, and nonprofit organizations.
Prior to joining the firm in 2016, Dustin served as a senior accountant at an international accounting and consulting firm where earned his Chartered Accountant designation during his tenure.
Dustin earned an Honours Bachelor of Commerce degree from The Telfer School of Management at the University of Ottawa. Dustin is involved in his local community holding several committee and board member positions with the Guelph Chamber of Commerce, United Way, Guelph Humane Society, and Lakeside HOPE House.
Dustin has a passion for golf and sits on the board at his home golf course in Guelph.
Christine Chard
Christine is a client associate who draws on the breadth of expertise she has developed over the 25 years in the financial industry. She holds credentials from the Canadian Securities Institute and is fully licensed to execute trades. By providing clients with her superior level of service, Christine has developed strong relationships of trust and confidence.
Christine is an ardent fitness advocate who enjoys an extensive exercise regime and daily pilates. Christine loves spending time with her two teenage daughters.
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.
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 Cote, MBA, CFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.
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.
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.
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.
Jamie Cote, MBA, CFP, CIM
As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.