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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Messing Ross Advisory Group

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About us

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 260-0462
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
Previous Next
Sean Messing

Sean Messing, B.Sc., CIM

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(403) 260-0560

Email:

sean.messing@cibc.ca

Linkedin

Sean Messing is a distinguished alumnus of the University of British Columbia, holding a B.Sc. He embarked on his illustrious career with CIBC Wood Gundy in 1995, demonstrating an unwavering commitment to wealth management excellence. As a Chartered Investment Manager (CIM®), Sean possesses a wealth of expertise in navigating both prosperous and challenging market climates alongside his esteemed team of advisors.

Driven by a profound passion for his vocation, Sean remains deeply dedicated to each individual he has the privilege to serve. Recognizing the unique trajectory of every client's "Family Life Cycle," he considers it a privilege to accompany them on their financial journey, leveraging his extensive knowledge to help them achieve their aspirations and attain peace of mind.

Beyond his professional endeavors, Sean treasures quality time spent with his family. He also finds fulfillment in pursuits such as marathon running, cross-country skiing, and actively engaging in community service initiatives.

headshot

Colin Ross, CIM

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(403) 260-0567

Email:

colin.ross@cibc.ca

Linkedin

Colin believes that meticulous financial planning serves as a cornerstone for achieving success in investment endeavors and overall financial autonomy. As a seasoned Chartered Investment Manager (CIM®) with over thirty years of dedicated service exclusively at CIBC, Colin brings a wealth of experience, unwavering discretion, and a proven track record 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.

 

 

headshot

Aki Sarkar, B.Sc., MBA

Investment Advisor

Tel:

(403) 260-0590

Email:

aki.sarkar@cibc.com

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 Weir

Stacie Weir

Client Associate

Tel:

(403) 260-0462

Email:

stacie.weir@cibc.ca

Stacie has over 28 years’ experience in the financial industry. She is registered to assist clients with their securities trading. As a Client Associate, she is committed and responsible for servicing our clients at the highest level. She approaches all client requests in a professional, diligent, and efficient manner.

Stacie enjoys the outdoors, camping and cherishes time spent with her husband and their four children.

Cathleen OuYang

Cathleen OuYang

Client Associate

Tel:

(403) 266-0194

Email:

cathleen.ouyang@cibc.com

Client satisfaction is very important to Cathleen and is her main drive on how she starts her day.  Cathleen is committed to lifelong learning in the industry and strives to assist our clients with highest level of care.

 

Cathleen enjoys the outdoors spending time walking with her husband and son, while chatting about their life journey, doesn’t matter snow, rain, or shine.

Bak Yusuf

Bak Yusuf

Client Associate

Email:

Bak.Yusuf@cibc.com

Bak is one of the Messing Ross Advisory Group Client Associates. His background in Economics and Finance coupled with his experience in the investment industry is brought to the forefront as he endeavors to deliver a seamless client experience. He is registered professional who is responsible for executing trades, tax reporting, and account administration and maintenance.

In his spare time Bak enjoys traveling and spending time with family.

Nikki Chau

Nikki Chau

Client Associate

Tel:

(403) 266-0194

Email:

nikki.chau@cibc.com

Nikki has been with CIBC for 8 years. She is registered to assist clients with their securities trading. As a Client Associate, she focuses on each client's experience and connects on a personal level to make every interaction meaningful.

Nikki enjoys the outdoors and relaxing by the fireplace with a cup of hot chocolate.

Cathleen OuYang

Cathleen OuYang

Client Associate
(403) 266-0194
Opens in your telephone provided application.
cathleen.ouyang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Client satisfaction is very important to Cathleen and is her main drive on how she starts her day.  Cathleen is committed to lifelong learning in the industry and strives to assist our clients with highest level of care.

 

Cathleen enjoys the outdoors spending time walking with her husband and son, while chatting about their life journey, doesn’t matter snow, rain, or shine.

Bak Yusuf

Bak Yusuf

Client Associate
Opens in your telephone provided application.
Bak.Yusuf​@cibc.com
Opens in your email provided application. Opens in a new tab.

Bak is one of the Messing Ross Advisory Group Client Associates. His background in Economics and Finance coupled with his experience in the investment industry is brought to the forefront as he endeavors to deliver a seamless client experience. He is registered professional who is responsible for executing trades, tax reporting, and account administration and maintenance.

In his spare time Bak enjoys traveling and spending time with family.

Nikki Chau

Nikki Chau

Client Associate
(403) 266-0194
Opens in your telephone provided application.
nikki.chau​@cibc.com
Opens in your email provided application. Opens in a new tab.

Nikki has been with CIBC for 8 years. She is registered to assist clients with their securities trading. As a Client Associate, she focuses on each client's experience and connects on a personal level to make every interaction meaningful.

Nikki enjoys the outdoors and relaxing by the fireplace with a cup of hot chocolate.

Sean Messing

Sean Messing, B.Sc., CIM

Senior Wealth Advisor
Senior Portfolio Manager
(403) 260-0560
Opens in your telephone provided application.
sean.messing​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

Sean Messing is a distinguished alumnus of the University of British Columbia, holding a B.Sc. He embarked on his illustrious career with CIBC Wood Gundy in 1995, demonstrating an unwavering commitment to wealth management excellence. As a Chartered Investment Manager (CIM®), Sean possesses a wealth of expertise in navigating both prosperous and challenging market climates alongside his esteemed team of advisors.

Driven by a profound passion for his vocation, Sean remains deeply dedicated to each individual he has the privilege to serve. Recognizing the unique trajectory of every client's "Family Life Cycle," he considers it a privilege to accompany them on their financial journey, leveraging his extensive knowledge to help them achieve their aspirations and attain peace of mind.

Beyond his professional endeavors, Sean treasures quality time spent with his family. He also finds fulfillment in pursuits such as marathon running, cross-country skiing, and actively engaging in community service initiatives.

Colin Ross, CIM

Senior Wealth Advisor
Senior Portfolio Manager
(403) 260-0567
Opens in your telephone provided application.
colin.ross​@cibc.ca
Opens in your email provided application.
Linkedin
Opens in a new tab.

Colin believes that meticulous financial planning serves as a cornerstone for achieving success in investment endeavors and overall financial autonomy. As a seasoned Chartered Investment Manager (CIM®) with over thirty years of dedicated service exclusively at CIBC, Colin brings a wealth of experience, unwavering discretion, and a proven track record 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.

 

 

Aki Sarkar, B.Sc., MBA

Investment Advisor
(403) 260-0590
Opens in your telephone provided application.
aki.sarkar​@cibc.com
Opens in your email provided application. Opens in a new tab.

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 Weir

Stacie Weir

Client Associate
(403) 260-0462
Opens in your telephone provided application.
stacie.weir​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Stacie has over 28 years’ experience in the financial industry. She is registered to assist clients with their securities trading. As a Client Associate, she is committed and responsible for servicing our clients at the highest level. She approaches all client requests in a professional, diligent, and efficient manner.

Stacie enjoys the outdoors, camping and cherishes time spent with her husband and their four children.

Cathleen OuYang

Cathleen OuYang

Client Associate
(403) 266-0194
Opens in your telephone provided application.
cathleen.ouyang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Client satisfaction is very important to Cathleen and is her main drive on how she starts her day.  Cathleen is committed to lifelong learning in the industry and strives to assist our clients with highest level of care.

 

Cathleen enjoys the outdoors spending time walking with her husband and son, while chatting about their life journey, doesn’t matter snow, rain, or shine.

Bak Yusuf

Bak Yusuf

Client Associate
Opens in your telephone provided application.
Bak.Yusuf​@cibc.com
Opens in your email provided application. Opens in a new tab.

Bak is one of the Messing Ross Advisory Group Client Associates. His background in Economics and Finance coupled with his experience in the investment industry is brought to the forefront as he endeavors to deliver a seamless client experience. He is registered professional who is responsible for executing trades, tax reporting, and account administration and maintenance.

In his spare time Bak enjoys traveling and spending time with family.

 

Our partners

We partner with CIBC experts to help address all of your wealth needs.

 
Previous Next
Lucio Riccio

Lucio Riccio, CFP, RRC, B.B.A.

Senior Wealth Strategist

Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.

Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.

headshot

Ryan Romanko, CFP, CLU

Estate Planning Specialist

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 Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant

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 Weenink

Kristina Weenink, B.Comm.

Private Banking Advisor

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

Julia Garner, CFP®, CLU

Estate Planning Specialist

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 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® and Chartered Life Underwriter®. 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 husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Amun Whig

Amun Whig, B.Comm., CA

Managing Director, CIBC Mid-Market Investment Banking

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.

Jamie Golombek

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.

Julia Garner

Julia Garner, CFP®, CLU

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 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® and Chartered Life Underwriter®. 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 husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Amun Whig

Amun Whig, B.Comm., CA

Managing Director, CIBC Mid-Market Investment Banking
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Lucio Riccio

Lucio Riccio, CFP, RRC, B.B.A.

Senior Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.

Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.

Ryan Romanko, CFP, CLU

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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 Weenink

Kristina Weenink, B.Comm.

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Julia Garner, CFP®, CLU

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 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® and Chartered Life Underwriter®. 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 husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Amun Whig

Amun Whig, B.Comm., CA

Managing Director, CIBC Mid-Market Investment Banking
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.