Mark Middlebrook
Senior Wealth Advisor
Portfolio Manager
Mark has been providing personalized wealth management solutions to clients since 1999, leveraging over two decades of experience in creating and implementing comprehensive financial plans. He works closely with a team of professionals to deliver strategies tailored to each client’s unique family, business, and estate considerations. A lifelong Calgarian, Mark is deeply committed to his community and takes pride in building long-term relationships based on trust and integrity. Outside of work, Mark enjoys spending time with his wife and daughter. Together, they can often be found curling, attending Calgary Flames games, or enjoying the city’s beautiful river pathways.
Mark Middlebrook
Mark has been providing personalized wealth management solutions to clients since 1999, leveraging over two decades of experience in creating and implementing comprehensive financial plans. He works closely with a team of professionals to deliver strategies tailored to each client’s unique family, business, and estate considerations. A lifelong Calgarian, Mark is deeply committed to his community and takes pride in building long-term relationships based on trust and integrity. Outside of work, Mark enjoys spending time with his wife and daughter. Together, they can often be found curling, attending Calgary Flames games, or enjoying the city’s beautiful river pathways.
Sarah Cho, CFP®
With over two decades of experience in the financial industry, Sarah Cho brings a wealth of knowledge and expertise to CIBC Wood Gundy. A CFP® professional, Sarah has been committed to providing her clients with strategic, holistic financial planning since 2004. In 2025, she joined CIBC Wood Gundy, continuing her work of offering tailored investment solutions that address the diverse financial goals of her clients.
Sarah’s deep understanding of the financial markets, paired with her CFP® designation, ensures that she delivers exceptional service with integrity. She specializes in helping clients navigate complex financial landscapes, whether through wealth management, retirement planning, or risk mitigation. Her client-first mindset, combined with a commitment to long-term success, sets Sarah apart as a trusted advisor in the industry.
Erich Roseneck
With a strong commitment to helping clients achieve their financial goals, Erich has been providing personalized wealth management solutions at CIBC Wood Gundy since 2018. He specializes in investment management and comprehensive wealth planning, working closely with clients to develop strategies tailored to their unique needs and long-term aspirations.
A lifelong Calgarian, Erich graduated from the University of Calgary in 2013. Prior to joining CIBC Wood Gundy, he honed his analytical and strategic skills in the software and oil & gas industries, gaining valuable experience that enhances his ability to navigate complex financial situations.
Outside of work, Erich enjoys snowboarding, reading, and traveling with his wife and young son. His dedication to understanding his clients’ priorities and delivering thoughtful, customized advice ensures he provides exceptional value and support.
Diamond Whittaker
Diamond graduated in 2014 with a Bachelors Degree in Commerce and has over 11 years of administrative experience in the financial industry. She came to CIBC Wood Gundy in 2022 after relocating from Ontario with her husband. Diamond is responsible for the vast administrative needs of our team, the details of our clients and their accounts and is dedicated to providing superior client service. When not at work you can find her baking, painting, or hiking with her husband and dog.
Asher Laughton
Asher joined CIBC Wood Gundy in 2024, becoming a valued member of the team. He recently graduated MRU with a degree in financial analysis and a minor in financial services. Asher has completed the initial round of exams, and continues to expand his knowledge and practice in the investment industry. Asher supports the team in administrative activities, supporting clients on all their account needs. He cheers on the Calgary Flames and enjoys reading, sports and travelling in his free time.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Matthew Makarenko, CFP®
Financial Planning Specialist
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
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.
Matthew Makarenko, CFP®
Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.
In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.
Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.
Julia Garner, CFP®, CLU
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.