Rolanda Campbell
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 Patton, CIM
Senate Patton joined CIBC in 2014 while attending the University of Oklahoma where he earned his degree in Business with a focus in Finance. At CIBC, Senate has progressed from the roles of Administrative Assistant, Client Associate, to now Investment Advisor for the Edmonton Advisory Team. In Senates previous roles he looked after administrative duties as well as being a research analyst for an advisory team at Wood Gundy. Senate is a licensed Registered Representative. As a Registered Representative, he is able to trade as well as provide investment advice. Senate is great asset when it comes to generating fresh ideas and offering clients diligent advice.
Brooke Campbell
Brooke specializes in ensuring all new and existing client needs are met in an effective and timely manner. She provides assistance for new account opening, documentation, transfers, and client relations. In April 2022, Brooke graduated from the University of Alberta with a Bachelor of Commerce degree. With a new found passion for the investment industry, she is now planning to complete her Canadian Securities Course in 2023. Outside of work, Brooke enjoys travelling with friends and experimenting new recipes.
Samantha Hall
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 a fully licensed Registered Representative, having successfully completed the Canadian Securities Course, the Conduct and Practices Handbook and the Wealth Management Essentials courses.
In her spare time, Samantha has a passion for interior design and creating beautiful spaces in her home. She lives in Beaumont, AB and enjoys spending time with her husband and their cockapoo Phoebe.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
John Rovansek, B.Admin, PFP
Financial Planning Specialist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Eric Schenstead, CFP, CLU, TEP
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
John Rovansek, B.Admin, PFP
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Eric Schenstead, CFP, CLU, TEP
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.