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 Gestion Privée CIBC, Wood Gundy  Gestion Privée CIBC, Wood Gundy

John Jackson, MBA

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Qui nous sommes

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2659
Email Envoyez-nous un courriel
Email Adresse de courriel
Telephone Number Tél

Qui nous sommes

CIBC Wood Gundy fait partie de Gestion privée CIBC. Nous offrons aux clients des services financiers de premier plan et des conseils en placement pour l’ensemble des marchés mondiaux. Depuis 1905, des générations de Canadiens comptent sur l’expertise des conseillers en placement de CIBC Wood Gundy pour gérer leur avenir financier. Aujourd’hui, nous comptons plus de 800 conseillers dans 100 succursales partout au pays et continuons d’offrir aux clients des conseils d’expert et un service de qualité supérieure.

Nous vous appuyons en ce qui a trait à certaines des décisions les plus importantes de la vie, notamment :

  • Planification de la retraite 
  • Héritage
  • Philanthropie stratégique
  • Planification de votre legs durable
  • Plan de relève pour l’entreprise
 
précédent Prochain
John Jackson

John Jackson, MBA

Wealth Advisor

Tél:

(250) 717-2659

Courriel:

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
L'application fournie par votre téléphone s'affichera.
john.jackson​@cibc.com
L'application fournie par votre courriel s'affichera. s'ouvre dans un nouvel onglet.

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.

 
précédent Prochain
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
L'application fournie par votre téléphone s'affichera. L'application fournie par votre courriel s'affichera. s'ouvre dans un nouvel onglet.

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.

 
précédent Prochain
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
L'application fournie par votre téléphone s'affichera. L'application fournie par votre courriel s'affichera. s'ouvre dans un nouvel onglet.

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.

 
précédent Prochain
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
L'application fournie par votre téléphone s'affichera. L'application fournie par votre courriel s'affichera. s'ouvre dans un nouvel onglet.

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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Gestion privée CIBC » représente des services offerts par la Banque CIBC et certaines de ses filiales, par l’intermédiaire de Privabanque CIBC; Gestion privée de portefeuille CIBC, une division de Gestion d’actifs CIBC inc. (« GACI »); Compagnie Trust CIBC; et CIBC Wood Gundy, une division de Marchés mondiaux CIBC inc. Privabanque CIBC offre des solutions de Services Investisseurs CIBC inc. (« SICI »), de GACI et de produits de crédit. Les services de Gestion privée CIBC sont offerts aux personnes admissibles. Les services d’assurance sont uniquement offerts par l’intermédiaire de CIBC Wood Gundy Services financiers inc. Au Québec, ils sont fournis par l’intermédiaire de CIBC Wood Gundy Services financiers (Québec) inc.


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