Rolanda Campbell is a Portfolio Manager and an Senior Wealth Advisor of CIBC Wood Gundy since 2001. Rolanda is focused on helping her clients by using a holistic approach towards Financial and Retirement Planning. She has a respect for risk tolerances and investment objectives, and is actively managing and personally designing portfolios that reflect the various criteria of her exclusive clients. Her commitment to her clients is unequivocal and client satisfaction is the main priority. Rolanda has an honest approach and is a trusted advisor who strives to deliver results over the long term for her clients.

Rolanda is a graduate from the University of Alberta and she has received the Chartered Investment Manager Designation (CIM). The CIM is a financial advice designation that delivers the appropriate knowledge requirements for designation holders to work with clients like you in a discretionary investment management capacity. It builds skills required to serve clients and it offers the credentials required to be licensed as a discretionary Portfolio Manager. She also has her Certification in Estate Planning & Trust Strategy and Retirement Strategy. Rolanda is also licensed to provide insurance products and strategies.

Rolanda's clean compliance record, education and credentials are a result of her high standards of professionalism and integrity.

Senate is an Investment Advisor with over a decade in wealth management and financial services. Holding a B.A. in Finance from the University of Oklahoma and the Chartered Investment Manager (CIM®) designation, he offers a strong foundation to guide clients toward their financial goals.

Starting his career at CIBC Wood Gundy in 2014, Senate gained hands-on experience as a summer student and later as a research analyst, deepening his understanding of market trends and investment strategies. As an Investment Advisor, he specializes in creating tailored portfolios for individuals and businesses, focusing on long-term wealth growth and protection.

Senate is committed to helping clients make informed financial decisions, delivering personalized strategies that balance risk and return. Passionate about providing exceptional service, he builds lasting relationships to help clients achieve financial security and success.

Samantha specializes in coordinating the financial care of clients. Working closely with Rolanda to advise and develop solutions, she is responsible for portfolio trading and monitoring all client cash flows. Samantha has in-depth knowledge of all account products, including RRSPs, RRIFs, TFSAs & RESPs. She takes pride in delivering exceptional service to each client.

Samantha joined CIBC Wood Gundy in 2014 after graduating from the University of Alberta with a Bilingual Bachelor of Commerce degree, majoring in Finance. She is an industry Registered Representative, having successfully completed the Canadian Securities Course, the Conduct and Practices Handbook and the Wealth Management Essentials courses.

Brooke specializes in ensuring all new and existing client needs are met in an effective and timely manner. She provides assistance to the team in developing financial solutions that meet client risk tolerance and objectives. With an in-depth knowledge of account types and product offerings, Brooke assists in portfolio trading and monitoring client portfolios.

In April 2022, Brooke graduated from the University of Alberta with a Bachelor of Commerce degree. After joining the team in 2022, Brooke successfully Canadian Securities Course, the Conduct and Practices handbook and Wealth Management Essentials. In 2024, Brooke became industry registered and can provide investment advice to clients. She is working towards earning her CIM® designation in the near future.

Shelby is a dedicated Client Associate at CIBC Wood Gundy, specializing in seamless meeting preparation, efficient account maintenance, and accurate reconciliation. With a strong focus on ensuring clear and effective communication between portfolio advisors, internal partners, and clients, Shelby plays a vital role in delivering an exceptional client experience.

Shelby graduated from MacEwan University with a Bachelor of Commerce, major in International Business and minor in Finance. She has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook, qualifying her to process investment orders. Bringing over four years of experience in the financial services industry, including three years as a Banking Advisor, Shelby has developed a deep understanding of clients’ diverse financial needs. This background equips her with the expertise to anticipate challenges and enhance every client interaction.