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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Dallner Investment Group

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Your Team of Experts

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Jeffrey Dallner

Jeffrey Dallner, CFA

Senior Wealth Advisor
Associate Portfolio Manager

Tel:

(519) 660-3725
Opens in your telephone provided application.

Email:

jeffrey.dallner​@cibc.ca
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With over 25 years of industry experience at Wood Gundy, Jeffrey strives for new and meaningful relationships with a variety of clients! He specializes in strategic investment management for business owners, executives & professionals. Jeffrey applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax advantaged solutions with clients. 

Jeffrey holds the designations of Chartered Financial Analyst (CFA), Associate Portfolio Manager (APM), Canadian Investment Manager (CIM®), Certified Financial Planner (CFP), and graduated from the University of Western Ontario with a degree in financial economics. 

He is also extremely passionate about sports as he oversees his family’s Toronto Maple Leaf tickets that they have owned consecutively since 1939 when they were the Toronto St Pats in the Mutual Street Arena! A love of cooking helps in the support he gives to the local Ronald McDonald House’s dinner program for families staying at the house and financial support to the charity.

Tom C. House, CIM, CFP®

Associate Investment Advisor

Tel:

(519) 660-3708
Opens in your telephone provided application.

Email:

tom.house​@cibc.ca
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Tom has over 25 years of experience in the financial services sector. During this time, Tom has earned both the Certified Financial Planner (CFP) designation, and the Chartered Investment Manager (CIM) designation. Tom's background in the areas of Financial, Retirement, & Estate Planning compliments his role in assisting clients with portfolio design and technical analysis.

 

When he isn't at work Tom enjoys traveling, music, and community involvement working with youths at risk of being justice involved!

Jeffrey Dallner

Jeffrey Dallner, CFA

Senior Wealth Advisor

Associate Portfolio Manager

Tel:

(519) 660-3725

Email:

jeffrey.dallner​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 25 years of industry experience at Wood Gundy, Jeffrey strives for new and meaningful relationships with a variety of clients! He specializes in strategic investment management for business owners, executives & professionals. Jeffrey applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax advantaged solutions with clients. 

Jeffrey holds the designations of Chartered Financial Analyst (CFA), Associate Portfolio Manager (APM), Canadian Investment Manager (CIM®), Certified Financial Planner (CFP), and graduated from the University of Western Ontario with a degree in financial economics. 

He is also extremely passionate about sports as he oversees his family’s Toronto Maple Leaf tickets that they have owned consecutively since 1939 when they were the Toronto St Pats in the Mutual Street Arena! A love of cooking helps in the support he gives to the local Ronald McDonald House’s dinner program for families staying at the house and financial support to the charity.

headshot

Tom C. House, CIM, CFP®

Associate Investment Advisor

Tel:

(519) 660-3708

Email:

tom.house​@cibc.ca

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Tom has over 25 years of experience in the financial services sector. During this time, Tom has earned both the Certified Financial Planner (CFP) designation, and the Chartered Investment Manager (CIM) designation. Tom's background in the areas of Financial, Retirement, & Estate Planning compliments his role in assisting clients with portfolio design and technical analysis.

 

When he isn't at work Tom enjoys traveling, music, and community involvement working with youths at risk of being justice involved!

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

David Coate

David Coate, CA, CPA, CFP

Estate Planning Specialist
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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.

Colleen Derrick

Colleen Derrick, CFP®, CIM, FMA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Shelley Galvin

Shelley Galvin, CA, CFP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.

Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.

Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Lori Strong

Lori Strong, MTI, TEP

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist
Opens in your telephone provided application.

Email:

jordan.crampton​@cibc.ca
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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

David Coate, CA, CPA, CFP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Colleen Derrick

Colleen Derrick, CFP®, CIM, FMA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Shelley Galvin

Shelley Galvin, CA, CFP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.

Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.

Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Lori Strong

Lori Strong, MTI, TEP

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lori Strong

Lori Strong, MTI, TEP

Senior Trust and Estate Consultant

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist

Email:

jordan.crampton​@cibc.ca

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

David Coate, CA, CPA, CFP

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Colleen Derrick

Colleen Derrick, CFP®, CIM, FMA

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Shelley Galvin

Shelley Galvin, CA, CFP

Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.

Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.

Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.