Lyle Rouleau, CIM, FCSI
Portfolio Manager
Investment Advisor
Lyle began working in the financial services industry in 1994 and joined CIBC Wood Gundy's Edmonton branch in 1998 after four years of building strong client relationships in the Northwest Territories. His education includes a business degree from the University of Lethbridge and throughout his career to date has successfully completed the Canadian Securities Course, Conduct & Practices Handbook, Professional Financial Planning Course, Options Licensing Course, Portfolio Management Techniques, and the Partners and Directors Course. In 2012 he obtained his Chartered Investment Manager ("CIM") designation and was awarded the Fellow of CSI ("FCSI"). The FCSI designation is the top credential conferred by CSI Global Education Inc. ("CSI"). In addition, Lyle is licensed to provide advice pertaining to any of his clients' insurance needs.
Lyle was awarded his Portfolio Manager designation in the fall of 2013. As a licensed Portfolio Manager, he now provides discretionary managed services to his clients. The discretionary management service allows our group to manage accounts so that clients do not need to be involved in the day-to-day trading and can concentrate on what matters most to them. They can rest assured knowing that their portfolio continues to be managed under predefined guidelines in an agreed upon Investment Policy Statement.
In addition to discretionary managed services, Lyle and his team offer practical strategies for clients ranging from institutions with strict, low-risk investment guidelines to advice on portfolios of individual stocks for clients that wish to maintain a level of control over security selection. He also offers retirement and estate planning solutions for clients in conjunction with CIBC Wood Gundy's Estate Planning Specialists.
In 2014 and 2015, Lyle was recognized as one of the Top 50 Advisors in Canada by Wealth Professional Magazine. Also, in 2015 he was a finalist for Wealth Professional Awards' Advisor of the Year and the Multi-Service Advisor of the year awards.
Lyle has been married to Dana for over 25 years and has two children, Nolan and Danielle. When away from work, Lyle spends most of his time with his family and friends and is an avid participant and fan of sports, music, movies and fishing. He also enjoys working on his acreage, which is located just west of Edmonton.
Christopher Kordyback, CIM
Associate Investment Advisor
Chris began with CIBC Wood Gundy in 2000 shortly after obtaining his Finance Diploma from the Northern Alberta Institute of Technology. He joined Rouleau Investment Group in 2004.
Chris is a fully licensed registered representative, having completed the Canadian Securities Course, the Conduct and Practices Handbook and the Professional Financial Planning Course. In 2016, Chris completed the Investment Management Techniques Course and the Portfolio Management Techniques Course, which allowed him to obtain the Canadian Securities Institute's Chartered Investment Manager ("CIM") designation.
Chris works closely with Lyle on investment research and on the management of the clients' investment portfolios. He is also responsible for the preparation and maintenance of financial projections for Rouleau Investment Group and is integral in the financial reporting process for our clients.
Chris was born and raised in Fort Saskatchewan, Alberta and currently resides in South Edmonton with his partner Krista and their two rescue dogs. He has two sons, Leland and Shea.
He is a die-hard fan of all sports and also enjoys listening to and playing many kinds of music.
Nolan Rouleau, CIM®
Associate Investment Advisor
Nolan joined CIBC Wood Gundy in 2013 while completing his studies at MacEwan University where he earned his Bachelor of Commerce Degree. Before joining Rouleau Investment Group, Nolan had been co-leading an advisory team where he was responsible for all aspects of wealth planning which included research and selection of investments, portfolio construction and monitoring, and financial projections for his clients.
Nolan is a CIRO Registrant, having completed CSI's Canadian Securities Course, Wealth Management Essentials, Advanced Investment Strategies, Portfolio Management Techniques and the Wood Gundy Investment Advisor Development Program. In May 2023 he obtained the Chartered Investment Manager (CIM®) designation and is currently working towards obtaining the Chartered Financial Planner (CFP®) designation.
Aside from work, Nolan enjoys spending his time on the golf course along with exploring the city either by running or cycling. He is a fan of many sports, such as football, hockey and baseball, which he enjoys watching and participating in.
Julia Wing
Client Associate
Julia began her ten year career at CIBC in retail banking as a Branch Administrator. After taking on various roles within the banking centre, such as Assistant Branch Manager and Senior Financial Services Representative, she made the transition to CIBC Wood Gundy in 2018. She is a registered representative through CIRO and is continually upgrading her education and capabilities within the financial industry.
Julia received her B.A in English from McMaster University and is passionate about delivering exceptional service. She focuses on building strong relationships and discovering new ways to enhance the client experience.
In her free time, Julia likes to write children’s books and spend time with her husband and son exploring the city.
Lyle Rouleau, CIM, FCSI
Lyle began working in the financial services industry in 1994 and joined CIBC Wood Gundy's Edmonton branch in 1998 after four years of building strong client relationships in the Northwest Territories. His education includes a business degree from the University of Lethbridge and throughout his career to date has successfully completed the Canadian Securities Course, Conduct & Practices Handbook, Professional Financial Planning Course, Options Licensing Course, Portfolio Management Techniques, and the Partners and Directors Course. In 2012 he obtained his Chartered Investment Manager ("CIM") designation and was awarded the Fellow of CSI ("FCSI"). The FCSI designation is the top credential conferred by CSI Global Education Inc. ("CSI"). In addition, Lyle is licensed to provide advice pertaining to any of his clients' insurance needs.
Lyle was awarded his Portfolio Manager designation in the fall of 2013. As a licensed Portfolio Manager, he now provides discretionary managed services to his clients. The discretionary management service allows our group to manage accounts so that clients do not need to be involved in the day-to-day trading and can concentrate on what matters most to them. They can rest assured knowing that their portfolio continues to be managed under predefined guidelines in an agreed upon Investment Policy Statement.
In addition to discretionary managed services, Lyle and his team offer practical strategies for clients ranging from institutions with strict, low-risk investment guidelines to advice on portfolios of individual stocks for clients that wish to maintain a level of control over security selection. He also offers retirement and estate planning solutions for clients in conjunction with CIBC Wood Gundy's Estate Planning Specialists.
In 2014 and 2015, Lyle was recognized as one of the Top 50 Advisors in Canada by Wealth Professional Magazine. Also, in 2015 he was a finalist for Wealth Professional Awards' Advisor of the Year and the Multi-Service Advisor of the year awards.
Lyle has been married to Dana for over 25 years and has two children, Nolan and Danielle. When away from work, Lyle spends most of his time with his family and friends and is an avid participant and fan of sports, music, movies and fishing. He also enjoys working on his acreage, which is located just west of Edmonton.
Christopher Kordyback, CIM
Chris began with CIBC Wood Gundy in 2000 shortly after obtaining his Finance Diploma from the Northern Alberta Institute of Technology. He joined Rouleau Investment Group in 2004.
Chris is a fully licensed registered representative, having completed the Canadian Securities Course, the Conduct and Practices Handbook and the Professional Financial Planning Course. In 2016, Chris completed the Investment Management Techniques Course and the Portfolio Management Techniques Course, which allowed him to obtain the Canadian Securities Institute's Chartered Investment Manager ("CIM") designation.
Chris works closely with Lyle on investment research and on the management of the clients' investment portfolios. He is also responsible for the preparation and maintenance of financial projections for Rouleau Investment Group and is integral in the financial reporting process for our clients.
Chris was born and raised in Fort Saskatchewan, Alberta and currently resides in South Edmonton with his partner Krista and their two rescue dogs. He has two sons, Leland and Shea.
He is a die-hard fan of all sports and also enjoys listening to and playing many kinds of music.
Nolan Rouleau, CIM®
Nolan joined CIBC Wood Gundy in 2013 while completing his studies at MacEwan University where he earned his Bachelor of Commerce Degree. Before joining Rouleau Investment Group, Nolan had been co-leading an advisory team where he was responsible for all aspects of wealth planning which included research and selection of investments, portfolio construction and monitoring, and financial projections for his clients.
Nolan is a CIRO Registrant, having completed CSI's Canadian Securities Course, Wealth Management Essentials, Advanced Investment Strategies, Portfolio Management Techniques and the Wood Gundy Investment Advisor Development Program. In May 2023 he obtained the Chartered Investment Manager (CIM®) designation and is currently working towards obtaining the Chartered Financial Planner (CFP®) designation.
Aside from work, Nolan enjoys spending his time on the golf course along with exploring the city either by running or cycling. He is a fan of many sports, such as football, hockey and baseball, which he enjoys watching and participating in.
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.
Eric Schenstead, CLU, TEP, CFP®
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
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.
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.
Eric Schenstead, CLU, TEP, CFP®
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
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.