Ron Lustig, B.B.A.
Ron received his Bachelor of Administration degree with a major in finance from the University of Regina. He has been providing wealth management advise to his clients as an Investment Advisor since 1986.
He develops and maintains both income generating and growth portfolios with an emphasis on capital preservation that are diversified across all areas of the market.
Ron and his team are passionate about providing clients with solid investment performance and superior service. They specialize in creating comprehensive Financial Plans including retirement and estate planning, educational plans, and tax minimization strategies.
Tara Lamb
Tara has over 20 years of experience in the financial services industry. She joined CIBC Wood Gundy from the banking division in 2001. She worked with another advisor in the branch as Associate Investment Advisor until he retired in 2020. She worked in a management position as Branch Administrator for the last 2 years. Tara completed the Wealth Management Essentials (WME) course and is a Registered Representative. Her outstanding client service and breadth of experience brings further depth to the team. She looks forward to supporting your investment needs.
Rita Alsamaan
Rita has over 10 years of experience in office administration. She has a Bachelor’s degree in economics and she is taking the necessary courses to complete her Canadian Securities licensing. Outside of work, she enjoys sports, music and traveling. Rita is looking forward to working with you.
JoAnne Hadesbeck
As a Financial Planning Specialist, JoAnne takes an in-depth approach to understand your unique situation to provide a comprehensive financial plan tailored specifically to you. JoAnne works directly with our team and our clients to provide a plan to reach your financial goals.
Colin Aldorfer
As an Estate Planning Specialist, Colin works closely with you and your Investment Advisor to create a tax-efficient wealth strategy that meets your evolving estate needs and financial goals. Colin and his team offer expertise in the areas of estate creation and continuation, business succession, and long-term care.
Jamie Golombek
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.