Klaus' career has spanned over 23 years in the financial services industry. He has been an Investment Advisor since 1992, with CIBC Wood Gundy since 2001. Previously, Klaus has had corporate management experience in Europe and North America. Klaus obtained his MBA, and is fluent in English, German, and Spanish. He is dedicated to his community and volunteers his time as a board member of various charities, and commercial and social organisations. His travels across Europe, North America, Latin America, Asia, and Africa, have brought him a wealth of international experience. Klaus is truly dedicated to his profession and is a motivated reader and communicator to stay best informed and skilled.

Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.  

John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.

By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living. 

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.