Sarah Murphy, CIM™
Sarah Murphy studied Chemical Engineering at McMaster University and began her career as an Investment Advisor at CIBC Wood Gundy in 2001. She received the Canadian Investment Manager (CIM™) designation in 2006, and is insurance licensed, and industry registered to transact in options and derivatives.
Growing up in a financially-savvy household, Sarah was immersed in financial learning from an early age; her mother was a bond trader who later taught an investing course for women in the 1980s, and her father, Harley, served as an investment advisor for over 45 years.
Sarah's expertise is in analyzing global money managers, insurance solutions and advising small foundations and institutions in regard to proper asset allocation. She is passionate about the investment industry, particularly in helping clients navigate its complexities. She provides practical solutions that ensure peace of mind, empowering clients to understand their options and guiding them to make informed choices that align with their goals and desired outcomes.
In her downtime, Sarah is an avid reader and enjoys outdoor activities such as mountain biking, skiing, fishing, and competitive swimming. She shares her love of the outdoors with her two daughters, fostering their shared enthusiasm for staying active. Valuing her family, career, and community, Sarah has been actively involved in various local charities for the past 20 years, including the United Way, Rotary, and the Hamilton Community Foundation, where she was appointed Chair of the Board in 2021.
Nicolette Thomas
‘Nickie’ has previous experience in Public Relations and began her career in the financial industry in 2021. She continues to grow her wealth management knowledge and pursue her investment education.
Since joining CIBC Wood Gundy in 2023, Nickie brings with her a passion for people and an established track record of client service excellence. She has quickly embraced the firm’s client-centered approach and continues to connect with clients to build long-lasting relationships and understand their specific investment goals.
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
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.
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
As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.
Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.