Our team
We are a team of community minded local professionals who set out to simplify the wealth management experience by offering dedicated client service in an easy to understand and convenient way. This process starts as you communicate your wishes to us with a meeting aimed at developing a comprehensive financial plan based on your unique needs. This plan serves as a financial roadmap that is updated throughout our relationship to ensure milestones are being achieved and personal goals are within reach. Our team researches the best investment/income opportunities in all geographies to provide maximum returns for your unique goals.
We keep you informed and will ensure you are set up with online account access in real-time. We are not restricted in the products we endorse and the managers we partner with, and can therefore tailor our strategies based on your changing financial goals over your lifetime. This ensures our goals are aligned with yours to preserve and grow your wealth. Our success is measured by our client retention, our ability to connect with multiple generations of your family and your trust in our discipline.
Hart Pollack, CIM, FMA
Senior Wealth Advisor
Hart's interest in Financial Services began during an internship at a large financial services firm in Florida in 1997. He was fortunate to be there for university on a tennis scholarship. During his internship, he worked for a commodities broker who cultivated a close relationship with the majority of clients and taught him the importance of getting to know each and every client on a personal level. This shifted into a summer internship back home with Jim Cristall, who is now a partner and continues to be a mentor.
After graduating, he began working in Orlando at the same firm without any prior history with the local community, during the end of the technology bubble in 2000. He found somewhat of a niche in managing group retirement 401k plans and enjoyed working with the owners, executives and employees. Hart moved back home in 2003 to start a family with his wife, Nancy. While he continues to miss his former clients and colleagues in the U.S., it turned out to be the right decision as he now has four healthy and wonderful kids, Mitch, Shane, Talia, and Casey, who are growing up in a great city surrounded by friends and family.
Back in Winnipeg, Hart settled in with CIBC Wood Gundy to build a fulfilling practice where he is able to focus on big picture planning and investing for wonderful people who have become much more than clients over the years.
Hart tries to give back to the sport that provided him with so much, and joined Tennis Manitoba where he eventually became President and also sat on the board of Tennis Canada for eight years as Vice-Chair. Hart also followed in his father's footsteps, having spent five years on the board of the Shaarey Zedek synagogue. Hart hopes to one day follow in his mother's footsteps who was passionately involved with Cancer Care Manitoba, where she was a founder of the Guardian Angel Caring room.
Jason Braun, FCSI, CIM, PFP, B.Comm.
Senior Wealth Advisor
Jason was born and raised in Winnipeg, where his early years were shaped by a vibrant mix of music and sports. He graduated with honours from the University of Manitoba's Commerce Program in 1994, specializing in Accounting and Finance. Shortly after graduation, Jason launched his career in the investment industry as an Investment Advisor with a prominent, bank-owned firm. After 17 years with the same organization, he joined CIBC Wood Gundy in 2011 to co-found what is now the Pollack Braun Blatt Advisory Group alongside trusted friends and colleagues.
Jason is deeply grateful for the strong client relationships he has built throughout his career. He values the personal connections that develop as he learns the unique details of each client’s life, from stories about their children and grandchildren to conversations about their passions, travels, and even their latest round of golf. Above all, Jason finds fulfillment in helping clients achieve the dreams and goals they set years ago, seeing their plans come to fruition.
Married for over 30 years, Jason and his wife Carmen are proud parents to Simon and Emma. Jason is committed to giving back to the community that has been so supportive of his family, dedicating time to serving on charitable boards and coaching youth sports. Outside of work and community involvement, he enjoys music, golf and travel.
Josh Blatt, CPA, CA
Wealth Advisor
Josh started his investment career at the Asper School of Business at the University of Manitoba. It was there where an online investment account provided valuable experience and life lessons on the difference between speculating and investing. Josh gained valuable career experience becoming a trusted advisor as he received his CPA, CA designation at a global big four accounting firm. This designation provides Josh with a unique ability to manage risk and ensure taxes are minimized at every opportunity.
He decided to become an Investment Advisor because he is an entrepreneur who is deeply rooted in the community and passionate about finance. This combination has led him to a career that helps add value to the clients he works with. Josh believes that client service excellence should be at the heart of his practice. Josh is a client-centric advisor that asks tough questions, discovering opportunities and acting as the CFO for affluent families and individual personal finances.
Josh differentiates himself by his ability to see the big picture, identify what are the most important issues from a client's perspective and then create options and strategies to address these issues. This includes maximizing after-tax returns and keeping busy individuals, families and businesses organized. He believes regular communication and his ability to articulate complex financial terms in plain language are what sets him apart. His client service model is a complete financial solution, encompassing tax, financial planning, insurance, risk management and investments. His objective is to earn the complete trust and respect of all his clients.
Josh's passions away from finance include hockey, golf, squash and lake activities. He is also committed to the community by volunteering with the Manitoba Bison Golf Team Alumni Program, Allocations Committee of the Jewish Federation, The Finance Committee of the Jewish Federation, CIBC Miracle Day and many other local initiatives.
Tanis Bridges
Client Associate
Tanis Bridges is proud to call Winnipeg her lifelong home. She began her career at CIBC in 1991, quickly developing a passion for client engagement and lending. Over the years, Tanis expanded her expertise through a variety of roles within CIBC, ultimately discovering her affinity for the investment side of banking. This led her to a position at a national investment firm, where she gained invaluable experience over seven years.
In 2003, Tanis returned to CIBC to join The Jim Cristall Investment Team at CIBC Wood Gundy – a decision she considers one of the best of her career. As the team evolved into The Pollack Braun Blatt Advisory Group, Tanis found her professional “work family” where she continues to thrive.
Tanis is dedicated to delivering exceptional service to clients. Known for her experience, motivation, and energy, she plays a leadership role within the team. Her organizational skills and commitment to understanding our clients needs are key to ensuring that every client receives personalized attention and seamless support throughout their financial journey.
Outside of work, Tanis enjoys travelling to beach destinations and cooking at home. She and her husband, Dylan, share a love for culinary adventures – Tanis cooks and Dylan cleans, making them a perfect team both in the kitchen and in life.
Sheila Balasko
Financial Associate
Sheila graduated from Red River Community College in 1996, earning a diploma in Business Administration with a major in Marketing and a minor in Accounting.
She began her career in the financial industry in 1996 as an Administrative Assistant at a regional financial firm. In 1998, Sheila obtained her Life and Accident & Sickness Insurance licenses, further enhancing her professional qualifications. In 2000, she joined a major international firm as Assistant to the Estate Planning Specialist. Two years later, Sheila became a Financial Associate on Jim Cristall’s team, where she continued to expand her expertise in financial services.
Currently, Sheila serves as team administrator with the Pollack Braun Blatt Advisory Group. She is dedicated to delivering exceptional service to clients, leveraging the extensive resources, experience, and knowledge of the team.
Born and raised in Winnipeg, Sheila is an enthusiastic supporter of the Winnipeg Blue Bombers and Winnipeg Jets. She and her husband, Darryl, eagerly anticipate football season each year. Together, they have two children, Brooke and Alexander, and enjoy spending summer weekends at their cottage in Ponemah.
Johanne Lemoine
Administrative Assistant
Born and raised in Winnipeg, Johanne is proud to call it her home. She has an extensive career in finance and banking.
To further her knowledge in the Industry she completed the Investment Funds of Canada course in 2010.
Johanne joined CIBC Wood Gundy in 2016. She excels at providing exceptional service to clients, and has had relationships with many of them since 1990.
Johanne has experience, knowledge, and a “go above and beyond” type of attitude which is very important for our clients.
Johanne loves traveling and spending time with her family and friends.
Johanne enjoys volunteering her time with many different charities, such as Hockey Helps the Homeless and Willow Place Shelter for abused Women and Children. She has a passion for floral design.
On our team, Johanne helps us with administrative duties and client management.
She looks forward to building lasting relationships with you.
Simon Braun
Administrative Associate
Simon is an Administrative Associate who graduated from the University of Manitoba with a Bachelor of Arts majoring in economics. He joined the Pollack Braun Blatt Advisory Group in 2021 and assists with client communication and special projects. He enjoys working with clients within a dynamic team environment and aspires to become a Financial Advisor.
In his free time Simon enjoys golfing, traveling, and spending time with his friends.
Iurii Gedz
Client Associate
Iurii is a dedicated financial professional with wealth management industry, who has gained experience across multiple organizations within a variety of business roles. He excels in supporting clients on their financial journeys, and assists his team with tailored solutions to help clients achieve their goals. Renowned for his strong organizational abilities and self-driven approach, Iurii combines practical expertise with a robust academic foundation. He holds a Master’s degree in Finance and a Financial Management Diploma from the University of Winnipeg.
Passionate about delivering exceptional financial services, Iurii is proud to be part of a team that shares his commitment to excellence. He maintains a keen interest in the stock market and is dedicated to staying abreast of the latest market trends and developments.
Originally from Ukraine, Iurii enjoys spending quality time outdoors with his wife, Zina, and their two daughters, Yuliya and Mariya. Whether camping, hiking, playing tennis, or exploring local parks with his dog, he values activities that foster a strong connection with nature.
Hart Pollack, CIM, FMA
Hart's interest in Financial Services began during an internship at a large financial services firm in Florida in 1997. He was fortunate to be there for university on a tennis scholarship. During his internship, he worked for a commodities broker who cultivated a close relationship with the majority of clients and taught him the importance of getting to know each and every client on a personal level. This shifted into a summer internship back home with Jim Cristall, who is now a partner and continues to be a mentor.
After graduating, he began working in Orlando at the same firm without any prior history with the local community, during the end of the technology bubble in 2000. He found somewhat of a niche in managing group retirement 401k plans and enjoyed working with the owners, executives and employees. Hart moved back home in 2003 to start a family with his wife, Nancy. While he continues to miss his former clients and colleagues in the U.S., it turned out to be the right decision as he now has four healthy and wonderful kids, Mitch, Shane, Talia, and Casey, who are growing up in a great city surrounded by friends and family.
Back in Winnipeg, Hart settled in with CIBC Wood Gundy to build a fulfilling practice where he is able to focus on big picture planning and investing for wonderful people who have become much more than clients over the years.
Hart tries to give back to the sport that provided him with so much, and joined Tennis Manitoba where he eventually became President and also sat on the board of Tennis Canada for eight years as Vice-Chair. Hart also followed in his father's footsteps, having spent five years on the board of the Shaarey Zedek synagogue. Hart hopes to one day follow in his mother's footsteps who was passionately involved with Cancer Care Manitoba, where she was a founder of the Guardian Angel Caring room.
Jason Braun, FCSI, CIM, PFP, B.Comm.
Jason was born and raised in Winnipeg, where his early years were shaped by a vibrant mix of music and sports. He graduated with honours from the University of Manitoba's Commerce Program in 1994, specializing in Accounting and Finance. Shortly after graduation, Jason launched his career in the investment industry as an Investment Advisor with a prominent, bank-owned firm. After 17 years with the same organization, he joined CIBC Wood Gundy in 2011 to co-found what is now the Pollack Braun Blatt Advisory Group alongside trusted friends and colleagues.
Jason is deeply grateful for the strong client relationships he has built throughout his career. He values the personal connections that develop as he learns the unique details of each client’s life, from stories about their children and grandchildren to conversations about their passions, travels, and even their latest round of golf. Above all, Jason finds fulfillment in helping clients achieve the dreams and goals they set years ago, seeing their plans come to fruition.
Married for over 30 years, Jason and his wife Carmen are proud parents to Simon and Emma. Jason is committed to giving back to the community that has been so supportive of his family, dedicating time to serving on charitable boards and coaching youth sports. Outside of work and community involvement, he enjoys music, golf and travel.
Josh Blatt, CPA, CA
Josh started his investment career at the Asper School of Business at the University of Manitoba. It was there where an online investment account provided valuable experience and life lessons on the difference between speculating and investing. Josh gained valuable career experience becoming a trusted advisor as he received his CPA, CA designation at a global big four accounting firm. This designation provides Josh with a unique ability to manage risk and ensure taxes are minimized at every opportunity.
He decided to become an Investment Advisor because he is an entrepreneur who is deeply rooted in the community and passionate about finance. This combination has led him to a career that helps add value to the clients he works with. Josh believes that client service excellence should be at the heart of his practice. Josh is a client-centric advisor that asks tough questions, discovering opportunities and acting as the CFO for affluent families and individual personal finances.
Josh differentiates himself by his ability to see the big picture, identify what are the most important issues from a client's perspective and then create options and strategies to address these issues. This includes maximizing after-tax returns and keeping busy individuals, families and businesses organized. He believes regular communication and his ability to articulate complex financial terms in plain language are what sets him apart. His client service model is a complete financial solution, encompassing tax, financial planning, insurance, risk management and investments. His objective is to earn the complete trust and respect of all his clients.
Josh's passions away from finance include hockey, golf, squash and lake activities. He is also committed to the community by volunteering with the Manitoba Bison Golf Team Alumni Program, Allocations Committee of the Jewish Federation, The Finance Committee of the Jewish Federation, CIBC Miracle Day and many other local initiatives.
Tanis Bridges
Tanis Bridges is proud to call Winnipeg her lifelong home. She began her career at CIBC in 1991, quickly developing a passion for client engagement and lending. Over the years, Tanis expanded her expertise through a variety of roles within CIBC, ultimately discovering her affinity for the investment side of banking. This led her to a position at a national investment firm, where she gained invaluable experience over seven years.
In 2003, Tanis returned to CIBC to join The Jim Cristall Investment Team at CIBC Wood Gundy – a decision she considers one of the best of her career. As the team evolved into The Pollack Braun Blatt Advisory Group, Tanis found her professional “work family” where she continues to thrive.
Tanis is dedicated to delivering exceptional service to clients. Known for her experience, motivation, and energy, she plays a leadership role within the team. Her organizational skills and commitment to understanding our clients needs are key to ensuring that every client receives personalized attention and seamless support throughout their financial journey.
Outside of work, Tanis enjoys travelling to beach destinations and cooking at home. She and her husband, Dylan, share a love for culinary adventures – Tanis cooks and Dylan cleans, making them a perfect team both in the kitchen and in life.
Sheila Balasko
Sheila graduated from Red River Community College in 1996, earning a diploma in Business Administration with a major in Marketing and a minor in Accounting.
She began her career in the financial industry in 1996 as an Administrative Assistant at a regional financial firm. In 1998, Sheila obtained her Life and Accident & Sickness Insurance licenses, further enhancing her professional qualifications. In 2000, she joined a major international firm as Assistant to the Estate Planning Specialist. Two years later, Sheila became a Financial Associate on Jim Cristall’s team, where she continued to expand her expertise in financial services.
Currently, Sheila serves as team administrator with the Pollack Braun Blatt Advisory Group. She is dedicated to delivering exceptional service to clients, leveraging the extensive resources, experience, and knowledge of the team.
Born and raised in Winnipeg, Sheila is an enthusiastic supporter of the Winnipeg Blue Bombers and Winnipeg Jets. She and her husband, Darryl, eagerly anticipate football season each year. Together, they have two children, Brooke and Alexander, and enjoy spending summer weekends at their cottage in Ponemah.
Johanne Lemoine
Born and raised in Winnipeg, Johanne is proud to call it her home. She has an extensive career in finance and banking.
To further her knowledge in the Industry she completed the Investment Funds of Canada course in 2010.
Johanne joined CIBC Wood Gundy in 2016. She excels at providing exceptional service to clients, and has had relationships with many of them since 1990.
Johanne has experience, knowledge, and a “go above and beyond” type of attitude which is very important for our clients.
Johanne loves traveling and spending time with her family and friends.
Johanne enjoys volunteering her time with many different charities, such as Hockey Helps the Homeless and Willow Place Shelter for abused Women and Children. She has a passion for floral design.
On our team, Johanne helps us with administrative duties and client management.
She looks forward to building lasting relationships with you.
Simon Braun
Simon is an Administrative Associate who graduated from the University of Manitoba with a Bachelor of Arts majoring in economics. He joined the Pollack Braun Blatt Advisory Group in 2021 and assists with client communication and special projects. He enjoys working with clients within a dynamic team environment and aspires to become a Financial Advisor.
In his free time Simon enjoys golfing, traveling, and spending time with his friends.
Iurii Gedz
Iurii is a dedicated financial professional with wealth management industry, who has gained experience across multiple organizations within a variety of business roles. He excels in supporting clients on their financial journeys, and assists his team with tailored solutions to help clients achieve their goals. Renowned for his strong organizational abilities and self-driven approach, Iurii combines practical expertise with a robust academic foundation. He holds a Master’s degree in Finance and a Financial Management Diploma from the University of Winnipeg.
Passionate about delivering exceptional financial services, Iurii is proud to be part of a team that shares his commitment to excellence. He maintains a keen interest in the stock market and is dedicated to staying abreast of the latest market trends and developments.
Originally from Ukraine, Iurii enjoys spending quality time outdoors with his wife, Zina, and their two daughters, Yuliya and Mariya. Whether camping, hiking, playing tennis, or exploring local parks with his dog, he values activities that foster a strong connection with nature.
James Cristall, FCSI
Jim was a founding member of The Cristall Pollack Braun Blatt Advisory Group and retired in July 2020 following a successful career that spanned 41 years. Over the years, Jim was not only a partner or advisor, but also a great friend, confidant, and mentor. It is Jim’s strong work ethic and commitment to his clients which allowed him to build deep client relationships rooted in trust, and dedicated service. Today, it is these same cornerstones of Jim’s career which have now passed along those same tenets to us, his fellow team members who now carry on with his legacy.
Jim had worked in the financial services industry since 1979, spending his career with CIBC Wood Gundy and its predecessor firms, such as Merrill Lynch Canada and Midland Walwyn Inc. Over his many years, Jim had served in a variety of leadership roles within the firm and the investment industry.
Jim grew up in Brandon, Manitoba with his parents and three siblings and many extended family members. Following high school, Jim earned a BA degree in Economics from the University of Manitoba. He is also a Fellow of the Canadian Securities Institute (FCSI).
Jim has volunteered his time with a variety of non-profit organizations in Manitoba. His outside interests include golfing, travel and numerous outdoor sports activities. Jim and his wife, Nora, have two adult children, Jack and Madelaine.
“Thank you for making my career truly rewarding. I feel very confident with the advice, support and service that you will continue to receive from my former team and firmly believe they will continue to serve you well devoting the time and attention that you and your portfolio deserve.”
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Christopher Mahussier, CFP, FCSI
Financial Planning Specialist
As a Financial Planning Specialist, Christopher partners with families and individuals who are committed to their financial success. He believes that success is by choice, not by chance. He advises to help people make informed financial decisions that reflect their goals and values.
An accredited professional with over a decade of experience, he supports the CIBC Wood Gundy team by providing customized financial plans and sound planning strategies to high net worth clients. Christopher has earned the CFP® and FCSI® designations, demonstrating his commitment to life-long learning.
In addition, he is very active within the Winnipeg community, supporting a number of charities and philanthropic causes.
When at home, he enjoys reading biographies and non-fiction, listening to music, and spending time with his wife of over 10 years, Brenna; their daughter, Emma; and the cat, Snickers.
Nancy Regina, CFP, RRC
Senior Private Banking advisor
Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.
She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.
Kevin Townsend, B.Comm., PFP
Senior Private Banking advisor
As a Private Banking Advisor, I believe my personable and dependable nature cultivates an environment where my clients feel appreciated and supported. As trust is the foundation of all enduring partnerships, I make it my responsibility to remain objective and advocate for my client's best interest. I’m knowledgeable and I leverage my diverse professional experience to bring a unique perspective to each interaction. I’m genuinely caring and demonstrate this with responsiveness, transparency and attention to detail. Once I understand your vision, I'll use a holistic approach by partnering with our collaborative network of experienced specialists to develop a comprehensive wealth plan for you and your family. I also engage your external advisors to make sure everyone is aligned, so you can enjoy peace of mind and focus your life on what matters most.
Christopher Mahussier, CFP, FCSI
As a Financial Planning Specialist, Christopher partners with families and individuals who are committed to their financial success. He believes that success is by choice, not by chance. He advises to help people make informed financial decisions that reflect their goals and values.
An accredited professional with over a decade of experience, he supports the CIBC Wood Gundy team by providing customized financial plans and sound planning strategies to high net worth clients. Christopher has earned the CFP® and FCSI® designations, demonstrating his commitment to life-long learning.
In addition, he is very active within the Winnipeg community, supporting a number of charities and philanthropic causes.
When at home, he enjoys reading biographies and non-fiction, listening to music, and spending time with his wife of over 10 years, Brenna; their daughter, Emma; and the cat, Snickers.
Nancy Regina, CFP, RRC
Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.
She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.
Kevin Townsend, B.Comm., PFP
As a Private Banking Advisor, I believe my personable and dependable nature cultivates an environment where my clients feel appreciated and supported. As trust is the foundation of all enduring partnerships, I make it my responsibility to remain objective and advocate for my client's best interest. I’m knowledgeable and I leverage my diverse professional experience to bring a unique perspective to each interaction. I’m genuinely caring and demonstrate this with responsiveness, transparency and attention to detail. Once I understand your vision, I'll use a holistic approach by partnering with our collaborative network of experienced specialists to develop a comprehensive wealth plan for you and your family. I also engage your external advisors to make sure everyone is aligned, so you can enjoy peace of mind and focus your life on what matters most.