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

Middlebrook Advisory Group

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    • Family Approach
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About us

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 231-3361
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Telephone Number Tel

About us

OUR TEAM

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

 

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
 
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Mark Middlebrook

Senior Wealth Advisor

Portfolio Manager

Tel:

(403) 231-3361

Email:

mark.middlebrook@cibc.com

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

Senior Wealth Advisor
Portfolio Manager
(403) 231-3361
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mark.middlebrook​@cibc.com
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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®

Investment Advisor
(403) 266-0118
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sarah.cho@cibc.com
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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

Associate Investment Advisor
(403) 266-0101
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Erich.Roseneck@cibc.com
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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

Client Associate
(403) 776-6286
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diamond.whittaker@cibc.com
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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

Client Associate
(403) 355-3160
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asher.laughton@cibc.com
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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.

 
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Our partners

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

Matthew Makarenko

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

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

Matthew Makarenko, CFP®

Financial Planning Specialist
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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

Julia Garner, CFP®, CLU

Estate Planning Specialist
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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.

 
 
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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.