With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.

As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.

In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.

Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

As a Senior Private Banking Advisor, Greg provides his clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. Together with his Associate, Greg works closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions; but also provide recommendations on how to best position their financial resources for the future. Greg’s clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.

Kellie has been in the financial services industry since 2010, and with CIBC since 2014.  She has obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. 

As a CIBC Senior Private Banking Advisor, Kellie believes a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Together with her Associate, they work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and providing recommendations on how to best position their financial resources for the future.

By taking the time to learn about and understand their clients, they can provide customized banking services to meet their unique needs.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.

Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.

Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.