Richard Julé, CIM®
Senior Wealth Advisor, Portfolio Manager
Rich Julé is a Senior Wealth Advisor and Senior Portfolio Manager with more than forty years of experience guiding successful families, professionals, and entrepreneurs through complex financial decisions. He has served with CIBC Wood Gundy Inc. since 1988, where he leads the Julé Bespoke Wealth Advisory Group, a team of dedicated professionals whose name reflects the tailor-made, client-centered, wealth management service they deliver.
Rich holds the Chartered Investment Manager (CIM®) designation, a respected credential for portfolio and investment management professionals. The designation signifies expertise in investment analysis, portfolio construction, risk management, and ethical practice. As a Portfolio Manager, Rich is also authorized to manage client portfolios on a discretionary basis. This discretionary capability allows Rich and his team to make timely, well researched portfolio decisions on behalf of their clients, relieving them of day-to-day investment management responsibilities, while also ensuring their strategies remain aligned with their objectives.
A lifelong student of the capital markets, Rich remains deeply engaged in continuous research and education. His approach emphasizes building timely, diversified, and risk-managed portfolios that support each client’s goals and objectives. He takes great pride in crafting customized wealth and investment strategies, believing that each client deserves a personalized plan aligned with their lifestyle and priorities.
Beyond his professional commitments, Rich and his wife Schelina, share core values centered around family, lifelong learning, curiosity about the world, and meaningful contributions to their communities. They value staying active, travelling off the beaten path, attending sporting and cultural events, and supporting initiatives that strengthen the places they live and serve. Rich and Schelina treasure time spent with their seven children, five grandchildren, and close friends. Having explored all seven continents, they continue to research, learn from, and engage with diverse cultures, enriching both their personal perspectives and the way they view the world.
Kavan Kamboz, B.B.A., CIM®, CFP®, FCSI
Associate Wealth Advisor, Associate Portfolio Manager
Kavan is dedicated to helping you achieve your financial goals with personalized guidance and service. With the Julé Bespoke Wealth Advisory Group since 2017, his qualifications—including a Finance Degree, Certificate in Economics, CIM®, CFP®, FCSI® designations, and insurance license—ensure you receive comprehensive wealth management tailored to your needs. You benefit from Kavan’s role as Associate Portfolio Manager and Associate Wealth Advisor, where he provides proactive investment strategies, daily market insights, and attentive client reviews to support your financial success.
Kavan is passionate about giving back, currently volunteering with JA Canada to deliver financial literacy courses to elementary students. He actively supports Canadian Blood Services, CIBC Run for the Cure, and the Sikh Temple.
In his personal life Kavan enjoys spending quality time with his wife Gurpreet and values close relationships with family and friends, embracing new experiences through travel, outdoor activities, and staying active. His passion for travel has led him to visit 20 countries, enriching his perspective and appreciation for different cultures.
Davin Johnston, B.B.A., CIM®
Associate Investment Advisor
Davin joined the Julé Bespoke Wealth Advisory Group in 2019 after earning a bachelor’s degree in finance from the University of Regina. He holds the Chartered Investment Manager (CIM®) designation and is a member of the Julé Bespoke Wealth Advisory Group’s Investment Committee. Davin is actively involved in investment management, client reviews and daily market research.
Beyond the office, Davin’s commitment to clients is matched by his dedication to his community and family.
Davin and his wife, Christina, welcomed their daughter Flora in June 2025 and cherish meaningful time with family & friends. Davin is passionate about giving back, currently volunteering with JA Canada to deliver financial literacy courses to elementary students and actively supporting organizations such as CNIB and CIBC Run for the Cure.
Davin enjoys being active, playing the guitar and is learning to speak Greek. He is also an enthusiastic NFL fan and a loyal supporter of the Los Angeles Chargers. With a love for travel — especially across Europe — Davin continues to explore new countries, bringing fresh perspectives and global insights to your financial journey.
Tara Delongchamp
Client Associate
Tara joined CIBC in 2017, bringing a strong commitment to client service and operational excellence. Over her tenure, she has acquired extensive experience in administration and client support, consistently demonstrating a proactive approach to problem-solving. Tara plays a key role in assisting with client onboarding and account updates, ensuring a seamless and welcoming experience for new and existing clients. She also shares responsibility for booking appointments for the investment committee, and providing support with a wide range of administrative questions. Her ability to build and nurture relationships with clients has been central to her role, earning trust through her responsiveness and professionalism. Tara’s dedication to professional development is evident in her successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook course (CPH).
Beyond her professional achievements, Tara is deeply engaged in her personal passions and community. She has nearly two decades of training as a flautist and is an active member of the University of Regina Wind Ensemble, where she channels her creativity and discipline. Tara balances her love for music with interests in reading, traveling, and spending summer weekends at the beach or camping with friends and family.
A dedicated advocate for charitable causes, Tara champions the Run for the Cure by leading annual fundraising initiatives and participating in the race. Her enthusiasm for community involvement, combined with her strong interpersonal skills and professional expertise, makes Tara a valued member of our team.
Kaitlyn Leach
Client Associate
Kaitlyn joined the Julé Bespoke Wealth Advisory Group in 2022, after completing her bachelor’s degree in Finance from the University of Regina. She has a banking background with administrative and client relationship experience.
Kaitlyn, along side her husband Daniel, enjoys spending summer weekends at the family cabin, going camping with the family, going boating, and reading. She also loves travelling and has an extensive list of places she would like to visit, including Europe and the Caribbean.
Eric Beattie
Client Associate
Eric Beattie is committed to delivering exceptional service and support as a Client Associate with the Julé Bespoke Wealth Advisory Group, where he has been a valued team member since 2025. Eric joined the group after earning his Bachelor’s degree in Finance from the University of Saskatchewan and completing industry courses that have strengthened his foundation in wealth management. In his role, Eric is responsible for entering trades, booking appointments for the investment team, and managing key administrative functions, all while ensuring clients receive the best possible experience.
Eric believes in giving back to the community and serves as an assistant coach for the Martin-Luther Kings High School football team. He also actively supports Canadian Blood Services.
Outside of work, Eric enjoys spending time with his family, pursuing a variety of outdoor activities such as hiking, biking, and skiing, along with working on projects around the house. Eric is a major sports fan, he follows the CFL, NFL, and Formula One, with a particular devotion to the Saskatchewan Roughriders and the Green Bay Packers. Looking ahead, Eric plans to travel more, with destinations such as Europe and Japan at the top of his list. He values close relationships with family and friends and is always eager to embrace new experiences and challenges.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
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.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.
JoAnne Hadesbeck, CFP, RRC, FMA
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.As a Financial Planning Specialist, JoAnne works alongside your Investment Advisor and CIBC Wealth Partners at the Regina Wood Gundy branch. She joined CIBC in 1984 and has held various positions throughout the years, including the past 20 in financial advice and planning. She believes in a holistic and comprehensive approach to financial planning and has extensive experience working with high net worth clients, both personal and corporate.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.