Sarah Murphy, CIM™
Sarah Murphy joined CIBC Wood Gundy in 2001 after graduating from McMaster University in 2000 with a degree in Chemical Engineering. She received the Canadian Investment Manager (CIM™) designation in 2006, and is insurance licensed, and registered with CIRO in options and derivatives. Sarah's expertise is in analyzing global money managers, insurance solutions and advising small foundations and institutions in regard to proper asset allocation. Sarah is active in the community as an advisor on the financial committee of the Hamilton Community Foundation.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Kim Ellens, MTI
Trust and Estate Consultant
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Meggan Harper, CFP, PFP, RRC
Senior Private Banking advisor
Meggan believes that a key part of her role is to provide clients and their families with convenience, flexibility, and peace of mind through the services and financial solutions she offers.
She starts by understanding the financial goals of her clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
Meggan's clients greatly value this level of highly personalized attention and service.
Georgia Weaver, CFP, TEP
Financial Planning Specialist
A focused, results-oriented professional with over 15 years experience in the financial planning industry, Georgia has a strong understanding of advanced financial planning concepts for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions. Georgia is proficient in both Naviplan and FP Solutions planning software.
Katie Lazier, LLB
Wealth strategist
Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Kim Ellens, MTI
Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.
Meggan Harper, CFP, PFP, RRC
Meggan believes that a key part of her role is to provide clients and their families with convenience, flexibility, and peace of mind through the services and financial solutions she offers.
She starts by understanding the financial goals of her clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.
Meggan's clients greatly value this level of highly personalized attention and service.
Georgia Weaver, CFP, TEP
A focused, results-oriented professional with over 15 years experience in the financial planning industry, Georgia has a strong understanding of advanced financial planning concepts for high net worth clients. Her strengths include addressing the tax and estate planning needs of medical professionals, incorporated business owners and executives commuting pensions. Georgia is proficient in both Naviplan and FP Solutions planning software.
Katie Lazier, LLB
Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.