Brian Kiloh, FMA, FCSI, CFP®
Brian J Kiloh is a full-service Investment Advisor with 35 years of experience in the financial industry and 32 of those years with CIBC.
As a founding member of the KS Advisory Group, Brian has final responsibility for all security recommendations along with financial, investment, and estate planning strategies.
He holds an Associate Degree in Arts and Sciences from Capilano University (1988) and has been a Certified Financial Planner (CFP) since 2000 and is a Discretionary Portfolio Manager.
Brian is married with four adult children and 2 dogs. He enjoys traveling in his personal life.
Certifications and Registrations:
- Certified Financial Planner (CFP® )
- Fellow of the Canadian Securities Institute (FCSI)
- Canadian Investment Manager (CIM™)
- Options Trading Representative and Supervisor
- BC Licensed Life Insurance Agent
Allan Schock, RRC, CFP®
Alongside the members of KS Advisory Group and other CIBC partners, Allan focuses on working with clients to create and implement long-term personalized financial and investment plans.
Allan Schock is a full-service Associate Investment Advisor with 30 years of experience in financial services. He is a Certified Financial Planner, Registered Retirement Consultant, and a Chartered Financial Divorce Specialist.
In his free time, Allan enjoys time outdoors, fishing, and biking. He has one son currently attending TRU for Business Administration.
Registrations / Designations:
- Certified Financial Planner
- Registered Retirement Consultant
- BC Licensed Life Insurance Agent
Jeffery Friesen
Jeff initially started his journey in Wealth Management building portfolios for large advisory teams across the province. He now carries this high level of focus, skill, and discipline to his clients in pursuit of developing personally tailored investment solutions and customized wealth management plans.
Jeff has partnered with experienced associates and advisors at CIBC Wood Gundy to help ensure continuity and seamless succession planning, so you are well-prepared for the future. Finally, rounding out the complete financial offering, Jeff partners with CIBC experts to offer estate planning so you do not have any gaps in your wealth plan and are taken care of right up until the transfer of wealth. Jeff has 18 years of experience in financial management with sophisticated knowledge of capital markets and risk management.
After graduating from Thompson Rivers University with his business degree, he started at the bank and moved up very quickly. Initially worked through personal to commercial lending, which led to the move towards Wealth Management and CIBC Wood Gundy.
Cynthia Swain
Cynthia is a Financial Consultant having some 28 years experience in the investment industry and 22 of those years spent with CIBC Wood Gundy. Cynthia is responsible for the personalized administrative and operational experience that clients and professionals have come to expect from this team.
Cynthia was born and raised in Kamloops and is an active outdoors enthusiast with some of her favourite pass times being snowshoeing and paddleboarding.
Elizabeth McManus
Elizabeth is the newest member of the KS Advisory team and started her journey in the financial industry in April 2024. During her time at Wood Gundy, she has been simultaneously preparing for her exams in order to become a fully licensed member of the team. Her previous years of experience in customer service roles have prepared her for the intricate and specific needs of our clients.
Outside of work, Liz enjoys experimenting with different creative outlets and relaxing at home with her cat. She grew up in Kamloops and although she hasn’t traveled much in recent years, she is eager to embark on new adventures whenever she can.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
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.
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.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Aaron McEwen
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.
Monika Kriedemann, CFP, CLU
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.