Jason Van Oene, CIM
Jason has been with CIBC Wood Gundy since 1998. He earned his Bachelor of Arts degree in Psychology and a Bachelor of Commerce degree in Finance at the University of Alberta. Jason holds the Chartered Investment Manager designation. In addition, Jason is fully licensed with the Alberta Insurance Council to advise on personal and business related insurance needs. Jason focus' on the Private Wealth management needs for corporations and individual families. Managing your wealth requires a personal relationship built on trust, expertise and a thorough understanding of your needs. As Jason believes in giving back to the community, he has been involved on the board of his local hockey organization and actively involved in coaching youth sports.
Simon Atuhairwe, B.Sc.
Simon is a dedicated and passionate professional with over 8 years of experience with CIBC Private Wealth Management in Edmonton. This experience has given him a deep understanding of client needs and how to best service those needs in a timely and efficient manner. Simon is a licensed Client Associate, and is committed to continually expanding his knowledge and expertise through ongoing industry education.
In his spare time he enjoys watching sports and spending time with family and friends.
John Rovansek, B.Admin, PFP
Financial Planning Specialist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Richard McBryer, CFP®
Financial Planning Consultant
Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.
In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.
Eric Schenstead, CFP, CLU, TEP
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
John Rovansek, B.Admin, PFP
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Richard McBryer, CFP®
Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.
In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.
Eric Schenstead, CFP, CLU, TEP
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.