Sean Messing, BSc, CIM, is a Senior Wealth Advisor, Senior Portfolio Manager with CIBC Wood Gundy in Calgary. He brings more than 30 years of experience in financial services and has spent his career with CIBC Wood Gundy supporting clients through a range of market environments.

Sean works with individuals, families and their professional advisors to understand what matters most to them and to develop thoughtful, personalized wealth strategies aligned with their goals and priorities. His areas of focus include investment management, estate planning, financial planning and family office-related support. He is known for a client-centered approach grounded in understanding each client’s values, objectives and long-term needs.

Sean holds a Bachelor of Science in Chemistry from the University of British Columbia and the Chartered Investment Manager (CIM®) designation.

Beyond his professional role, Sean is actively involved in community service. His volunteer work has included leadership and board service with MitoCanada, participation in environmental initiatives through CIBC’s shoreline cleanup efforts, and educational programming with Junior Achievement in Southern Alberta. Outside of work, he enjoys spending time with his family, running and cross-country skiing.

Colin believes that meticulous financial planning serves as a cornerstone for achieving success in investment endeavors and overall financial autonomy. With over thirty years of dedicated service exclusively at CIBC, Colin holds the Chartered Investment Manager (CIM®) designation, and brings a wealth of experience, unwavering discretion, and experience in advancing client objectives.

Throughout his extensive tenure in wealth management, Colin has developed an acute understanding of the unique requirements of a discerning clientele. His expertise spans various dimensions of substantial wealth management, encompassing bespoke portfolio construction, legacy planning, pre-liquidity event strategizing, concentrated stock management, next-generation stewardship, and tailored lending solutions facilitated through CIBC. Colin adopts a constructive, forward-looking investment outlook aimed at empowering investors to secure predictable retirement income, safeguard capital, and realize their financial aspirations.  Central to Colin's approach is his team's collective commitment to delivering exceptional value to the families they serve. Leveraging their combined expertise, they strive to synergize efforts and achieve excellence in meeting client needs effectively.

Beyond his professional pursuits, Colin holds dear to his heart his family, fitness regimen, musical passion for the bagpipes, and voracious appetite for historical literature. He maintains that understanding the trajectory of history illuminates the path to a promising future.

Originally from Delhi, Aki finished his undergraduate degree in Oxford before moving to British Columbia where he completed his MBA. Aki previously worked with the banking side of CIBC, with a focus on lending and investment planning.

Aki loves to travel, try new cultures and food in his free time.

Stacie has nearly 30 years of experience in the financial industry and is licensed to assist clients with their securities trading needs. She is dedicated to delivering exceptional client service and operational support, ensuring every interaction is handled with professionalism, accuracy, and care.

Known for her strong attention to detail and deep industry knowledge, Stacie is committed to building long-term relationships and supporting clients through every stage of their financial journey.

Outside of work, Stacie enjoys spending time outdoors, camping, and cherishing time with her husband and their four children.

The destination is yours, and it is Cathleen’s privilege to walk alongside you as your financial story unfolds. Committed to client satisfaction, she offers thoughtful guidance, professionalism, and dedicated care.

Outside of work, Cathleen enjoys time outdoors with her husband and son, reflecting on life’s journey in every season.

Nikki brings over 10 years of experience in banking and wealth management. Since joining CIBC in 2015, she has been dedicated to providing private wealth solutions tailored to each client’s unique financial objectives.

Nikki is recognized for her client-centric approach, building lasting relationships founded on trust, and a deep understanding of individual needs.

She is passionate about helping clients achieve their financial goals and is committed to delivering personalized, thoughtful advice every step of the way.

Outside of work, Nikki loves to travel and enjoys the outdoors, spending her spare time snowboarding and hiking.

Lucio works exclusively with ultra-high-net-worth families to help address their unique needs. With a comprehensive approach to family enterprise advising, Lucio delivers meaningful insights and recommendations to ensure a smooth transition of your business and wealth within your family. He uses a balanced approach to review technical aspects of your plans while ensuring they are aligned with your wishes, create harmony for your family and prepare the next generation to become successful inheritors. Lucio collaborates with your advisors, including lawyers and accountants, in gathering and validating information to support the development of your plans and recommendations.

With over 27 years in the financial services industry, Lucio has held senior positions with leading Canadian insurance, banking, investment and multi-family office firms. He holds a Bachelor of Arts from the University of Calgary, majoring in economics. He also holds the Certified Financial Planner (CFP) designation, the Trust and Estate Practitioners (TEP) designation and the Family Enterprise Advisor (FEA) designation.

Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Kristina cares about her clients and is passionate about helping them achieve their financial goals. Once she understands her clients’ goals, she engages colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Her 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.

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 12 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.

Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner®, Chartered Life Underwriter®, and Certified Health Insurance Specialist. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.

Julia and her family enjoy spending time in the mountains, travelling, and cooking.

Managing Director, Mid-Market Investment Banking

Amun’s experience includes numerous successful divestures, management-led buyouts, public and private financings and acquisition transactions in a variety of industries, including: energy services, telecommunications, aerospace, transportation, contract manufacturing, business services, consumer products and food.

Amun's investment banking experience goes back to 2004. He has spent the last 15 years specializing in private company, mid-market M&A and corporate finance transactions.

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.