OUR TEAM
We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.
Milan Cacic, P.Eng, CIM
Senior Wealth Advisor
Portfolio Manager
Milan leads Cacic Wealth Management at CIBC Wood Gundy. For over 27 years, he has provided investment advice and custom wealth strategies to high-net-worth executives, entrepreneurs, professional athletes and their families. His clients also include corporations, charities and foundations.
Milan and his team work with clients to identify what’s important to them including their financial goals, and then they construct a wealth strategy which complements the management of their investment portfolio. They also take a holistic approach to a client’s overall financial situation and work with them to construct an efficient estate plan. Every plan is unique to every individual.
As a portfolio manager and holder of the Chartered Investment Manager designation, Milan provides discretionary portfolio management for clients. His engineering background is evident through his disciplined, rules-based investment platform. A consistent, repeatable and clearly defined investment process is the cornerstone of his investment philosophy. Milan is currently the Honorary Lieutenant-Colonel of the Calgary Highlanders Regiment and in his spare time, Milan enjoys hiking in the mountains with his wife and three kids.
Akshat Shukla, CFA
Senior Wealth Advisor
Senior Portfolio Manager
A Chartered Financial Analyst (CFA) Charterholder, Akshat is a self-starter with a passion for financial markets. His investment experience with CIBC Wood Gundy includes a prior role as the Associate Estate Planning Specialist where he assisted clients in identifying liquidity in estate, retirement needs and tax-efficient strategies. He has volunteered with Alberta Junior Achievement in the past teaching Investment Strategies course to high school students. He graduated with a Degree in Finance from the Bissett School of Business while being listed on President's and Dean's honor roll. He is a member of the CFA Institute and the CFA Society of Calgary.
William (Bill) McTavish, MBA, CIM
Investment Advisor
Portfolio Manager
Bill has enjoyed over 20 years in the financial services and investment industry. As a Chartered Investment Manager, Bill seeks to assist clients achieve their financial goals in a reasonable, predictable manner. His recent experience included over 15 years at a local energy boutique where he held various roles that included Investment Advisor, Manager of the Private Client group, Institutional Salesman, and Partner of the firm. Bill's move back to CIBC was driven by a desire to provide a more complete and diversified suite of investment solutions to his clients. He perceives a transparent, clearly defined investment process as the best means to help his clients achieve their investment goals.
Todd Cowman
Financial Associate
Todd has spent 15 years managing wealth for high net worth clients and their families. As a Registered Retirement Consultant, with an emphasis on prudent financial management and the many considerations and strategies involved in developing and implementing retirement plans, estate planning and taxation during retirement, Todd seeks to understand his client’s values and goals to provide them with the financial stewardship to help realize them. Todd has held the titles of Financial Advisor with CIBC Imperial Service and Senior Private Banking Advisor with CIBC Private Wealth Management. Todd was a recipient of the prestigious CIBC Annual Achiever Award recognizing him as one of the top Financial Advisors at CIBC.
Cynthia Wright
Client Associate
With over 20 years of investment industry experience, Cynthia's focus is on client account administration and she is also able to execute orders. Cynthia will handle any inquiries or requests you may have with regards to administrative concerns or transactions in your accounts. She is licensed to execute trading in equities, fixed income, mutual funds, and foreign currencies.
Allison Cronkwright
Client Associate
Ali joined CIBC retail banking in 2019 where she excelled in providing advice to clients on cash management, credit planning, and investing to help clients reach their financial goals. She quickly progressed to a Senior Associate role in Private Banking before joining our team in 2023. With over 10 years of customer service experience with high-net-worth individuals, she understands the importance of going above-and-beyond to provide an elite level of service for clients. She is registered as a Registered Representative and can help with anything from financial plans and executing trades to providing administrative assistance.
Milan Cacic, P.Eng, CIM
Milan leads Cacic Wealth Management at CIBC Wood Gundy. For over 27 years, he has provided investment advice and custom wealth strategies to high-net-worth executives, entrepreneurs, professional athletes and their families. His clients also include corporations, charities and foundations.
Milan and his team work with clients to identify what’s important to them including their financial goals, and then they construct a wealth strategy which complements the management of their investment portfolio. They also take a holistic approach to a client’s overall financial situation and work with them to construct an efficient estate plan. Every plan is unique to every individual.
As a portfolio manager and holder of the Chartered Investment Manager designation, Milan provides discretionary portfolio management for clients. His engineering background is evident through his disciplined, rules-based investment platform. A consistent, repeatable and clearly defined investment process is the cornerstone of his investment philosophy. Milan is currently the Honorary Lieutenant-Colonel of the Calgary Highlanders Regiment and in his spare time, Milan enjoys hiking in the mountains with his wife and three kids.
Akshat Shukla, CFA
A Chartered Financial Analyst (CFA) Charterholder, Akshat is a self-starter with a passion for financial markets. His investment experience with CIBC Wood Gundy includes a prior role as the Associate Estate Planning Specialist where he assisted clients in identifying liquidity in estate, retirement needs and tax-efficient strategies. He has volunteered with Alberta Junior Achievement in the past teaching Investment Strategies course to high school students. He graduated with a Degree in Finance from the Bissett School of Business while being listed on President's and Dean's honor roll. He is a member of the CFA Institute and the CFA Society of Calgary.
William (Bill) McTavish, MBA, CIM
Bill has enjoyed over 20 years in the financial services and investment industry. As a Chartered Investment Manager, Bill seeks to assist clients achieve their financial goals in a reasonable, predictable manner. His recent experience included over 15 years at a local energy boutique where he held various roles that included Investment Advisor, Manager of the Private Client group, Institutional Salesman, and Partner of the firm. Bill's move back to CIBC was driven by a desire to provide a more complete and diversified suite of investment solutions to his clients. He perceives a transparent, clearly defined investment process as the best means to help his clients achieve their investment goals.