Robert Trickey
Rob Trickey is an Investment Advisor for CIBC Wood Gundy based in Nelson, British Columbia.
Rob has over 25 years' experience in successfully advising high net worth families, entrepreneurs and corporations. Rob has been recognized within predecessor firms through Executive and President Council designations. He has also been a member on the National Advisory Council to Management. Rob was previously the Branch Manager of the Kootenay Branches for over 15 years. Rob is also active within the community through various boards and charitable organizations and has served two terms as the finance chair for the Castlegar and District Public Library.
Douglas Turner
Doug works alongside Rob in the daily management of our clients' portfolios. He assists in communicating timely advice to clients and may contact you on Rob's behalf to discuss potential recommendations. With markets so volatile and information coming so rapidly, Doug is an extremely valuable asset to the team.
Donna Bontje
Donna handles the administrative aspects of our clients' accounts such as: issuing cheques, registering securities, processing transfers from other institutions, solving administrative concerns and answering inquiries concerning account balances, statements or dividends. Donna has been with the team since 1993, and has the experience and the necessary contacts to get things done efficiently and correctly.
Breanna Trickey
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Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Monika Kriedemann, CFP, CLU
Financial Planning Specialist
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Monika Kriedemann, CFP, CLU
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.