Kathy Strobl, B.Comm., CIM, TEP
I have spent over 17 years supporting clients, families, and their businesses in achieving their goals by building personalized planning strategies that go beyond investing.
As a Certified Financial Planner (CFP®) I understand the importance of a documented financial plan to assist you in keeping goals in focus through each stage of life. I understand the importance of being not only a guide in helping you make the best decisions for yourself but by asking questions to understand your relationship with family and wealth and what can often be stressful and emotional issues surrounding financial decisions.
I earned the international designation of Trust and Estate Practitioner (TEP) to take financial planning a step further by helping you better understand how your personal, professional, and philanthropic goals can be achieved in life and beyond through properly drafted estate documents, such as wills, personal directives, powers of attorney, trusts, and foundations.
I was a charter member and past president of the Rotary Club of Edmonton Whyte Avenue. I have served on the boards of Society of Trust and Estate Practitioners (STEP) Edmonton, Edmonton Estate Planning Council, Business & Professional Women (BPW) of Alberta, and Rotary District 5370.
Simon Atuhairwe, B.Sc.
Simon provides high-quality support and service to clients. Some of his responsibilities include executing and monitoring trades, processing deposits and withdrawals, preparing various reports required by clients and the team. His understanding of the investment industry and strong attention to detail ensures that every client receives personalized attention and the best possible outcomes to support achieving their investment goals.
Simon is CIRO registered with over 10 years of experience in wealth management at CIBC Wood Gundy. He also graduated with BSc in Business Economics. He continues to seek further education in the financial field.
When he's not working, Simon enjoys watching football, and his favorite team is Arsenal. He also has a passion for music, both listening and creating it, and cherishes the time he spends with his wife, family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
John Rovansek, B.Admin, PFP
Wealth Strategist
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.
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.