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

John Jackson, MBA

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About us

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2659
Email Email us
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Telephone Number Tel

About us

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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John Jackson

John Jackson, MBA

Wealth Advisor

Tel:

(250) 717-2659

Email:

john.jackson@cibc.com

John is a Wealth Advisor at CIBC Wood Gundy (CIBC Private Wealth), where he provides customized investment and financial planning solutions to individuals, families, professionals, executives, business owners and charitable foundations. He is deeply passionate about understanding his clients’ short and long-term financial objectives and works closely with them to design and implement tax-efficient investment solutions to achieve desired results.

Working with his partners at CIBC Private Wealth, John acts as a single point of contact for all your wealth management needs. His partners services include business succession planning, will and estate planning, and insurance-based products that provide specific tax benefits.

John has over 16 years of financial services experience. Prior to becoming a Wealth Advisor, John successfully managed the investment portfolio for a private family office and lead business development efforts for a clean technology start-up in the real estate space. Earlier in his career, John managed the full-service banking relationship for a diversified portfolio of large corporate/mid-market companies (clients included Fortune 100 companies) on behalf of CIBC and worked in investment banking for a boutique investment dealer.

John holds an MBA in Investment Management from the Goodman Institute of Investment Management at Concordia University and a BA in Management and Organization from The University of Western Ontario. He is a licensed Registered Representative with CIBC World Markets Inc. (CIBC Wood Gundy), as well as a licensed Insurance Agent with Wood Gundy Financial Services Inc.

John lives in the beautiful Okanagan Valley with his wife and two young sons. In his spare time, he enjoys tennis, hiking, cycling, skiing, movies and charitable endeavors.

John Jackson

John Jackson, MBA

Wealth Advisor
(250) 717-2659
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john.jackson​@cibc.com
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John is a Wealth Advisor at CIBC Wood Gundy (CIBC Private Wealth), where he provides customized investment and financial planning solutions to individuals, families, professionals, executives, business owners and charitable foundations. He is deeply passionate about understanding his clients’ short and long-term financial objectives and works closely with them to design and implement tax-efficient investment solutions to achieve desired results.

Working with his partners at CIBC Private Wealth, John acts as a single point of contact for all your wealth management needs. His partners services include business succession planning, will and estate planning, and insurance-based products that provide specific tax benefits.

John has over 16 years of financial services experience. Prior to becoming a Wealth Advisor, John successfully managed the investment portfolio for a private family office and lead business development efforts for a clean technology start-up in the real estate space. Earlier in his career, John managed the full-service banking relationship for a diversified portfolio of large corporate/mid-market companies (clients included Fortune 100 companies) on behalf of CIBC and worked in investment banking for a boutique investment dealer.

John holds an MBA in Investment Management from the Goodman Institute of Investment Management at Concordia University and a BA in Management and Organization from The University of Western Ontario. He is a licensed Registered Representative with CIBC World Markets Inc. (CIBC Wood Gundy), as well as a licensed Insurance Agent with Wood Gundy Financial Services Inc.

John lives in the beautiful Okanagan Valley with his wife and two young sons. In his spare time, he enjoys tennis, hiking, cycling, skiing, movies and charitable endeavors.

 
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Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist

Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

Monika Kriedemann

Monika Kriedemann, CFP, CLU

Financial Planning Specialist
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Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.

 

Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.

 
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Aaron McEwen

Aaron McEwen

Estate Planning Specialist

Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

Aaron McEwen

Aaron McEwen

Estate Planning Specialist
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Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.

Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.

 
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Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor

As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

Anne Leistner

Anne Leistner, CIM, CFP, RRC, B.B.A.

Senior Private Banking Advisor
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As a Senior Private Banking Advisor, Anne believes in the importance of understanding her clients’ values, dreams and goals and providing them with the financial stewardship to help realize them.

Anne and her associate work closely with colleagues from across the CIBC Group of Companies to provide answers to their clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.

Anne's clients greatly value this level of highly personalized attention and service.

Anne's been with CIBC since 2006 and is fluent in German.

 
 
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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.