Our Team
We are a highly specialized team within CIBC Wood Gundy that has invested heavily to ensure we have the right group of professionals to provide a truly comprehensive wealth management experience. Our team is consciously built with our clients' needs in mind. We offer what we feel is a unique and highly personal approach to each of the clients we serve. Through strong partnerships and trusting relationships, we provide strategic financial, business and life counsel.
Jon Seabrook, CIM, FCSI
Senior Wealth Advisor
Portfolio Manager
Jon has worked as a registered Investment Advisor for over 30 years and is the founder of The Seabrook Financial Group. Jon is a native of London, Ontario, where he attended the University of Western Ontario, graduating with a Honours degree in Economics.
He has been married for 22 years and has three daughters. Jon has been actively involved in the community for many years, serving on numerous boards and advisory committees. Today, Jon's role includes building long-term trusting relationships with our clients and often serves as their chief advisor and financial steward. He is responsible for formalizing our clients' asset mix, providing portfolio management oversight, as well as integrating a personalized tax and estate planning strategy.
Fred Steciuk, CFA
Investment Advisor
Portfolio Manager
As a Portfolio Manager, Fred brings proven portfolio and risk management experience which he has developed over an 18 year career. He has played a key role in developing disciplined investment approaches that have earned national recognition with both institutional and high net-worth investors. Fred resides in London with his wife Sarah and their two young boys.
Michele Bolton, CIM
Associate Investment Advisor
Wealth Advisor
Michele began her career in the investment industry in 1994 and joined the Seabrook Financial Group in 2006. With a strong farming business background spanning three decades, Michele understands the complex needs of business owners. As an Associate Investment Advisor and Client Relationship Manager, Michele is responsible for ensuring that clients of The Seabrook Financial Group receive an exceptional client experience through Integrated Wealth Management practices. From the initial introduction and meeting, to working through the process of building long-term, intergenerational wealth management plans, her focus remains on premier client service. In addition to building and maintaining strong relationships, through regular client contact, Michele oversees each of our clients' financial and estate plans to ensure they are presented with the most recent information.
Yolinde Joubert, CFP, PFP, RRC
Client Associate
Yolinde's career path has always been client-focused and working with The Seabrook Financial Group is no different. Before joining our team, Yolinde worked at CIBC bank as a financial advisor. With over 14 years' experience in the financial industry, she has extensive experience in developing and managing disciplined investment approaches that have earned the trust of high net worth investors. Yolinde holds the CFP® designation, considered to be the highest level of certification in Financial Planning. She is also a Registered Retirement Consultant.
Staci Berner
Administrative Associate
Staci is a graduate of Wilfrid Laurier University and has been a key member of the Seabrook Financial Group since 2004. As an Administrative Associate, Staci is responsible for all aspects of administration including trading, account opening, updates, transfers and our CIBC Wood Gundy online account service (WGOL).
Tom Oostveen, CFP
Client Associate
Tom is a graduate of Fanshawe College where he earned a Diploma in the Business-Finance program.
Tom assists with all aspects of administration including trading, account opening, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. In addition, Tom is responsible for preparing our integrated wealth management reviews for our high net worth clients.
Brittany Neilands
Administrative Assistant
Brittany joined the Seabrook Financial Group in 2013 and is the first point of contact when calling our office. In her role, Brittany actively manages our team's calendar and coordinates all client scheduling. She also focuses on providing educational information to investors through our website, social media, email and marketing communications.
Cyndi Forbes
Administrative Assistant
Cyndi is our newest member of the Seabrook Financial Group and assists with all aspects of administration including account openings, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service.
Jon Seabrook, CIM, FCSI
Jon has worked as a registered Investment Advisor for over 30 years and is the founder of The Seabrook Financial Group. Jon is a native of London, Ontario, where he attended the University of Western Ontario, graduating with a Honours degree in Economics.
He has been married for 22 years and has three daughters. Jon has been actively involved in the community for many years, serving on numerous boards and advisory committees. Today, Jon's role includes building long-term trusting relationships with our clients and often serves as their chief advisor and financial steward. He is responsible for formalizing our clients' asset mix, providing portfolio management oversight, as well as integrating a personalized tax and estate planning strategy.
Fred Steciuk, CFA
As a Portfolio Manager, Fred brings proven portfolio and risk management experience which he has developed over an 18 year career. He has played a key role in developing disciplined investment approaches that have earned national recognition with both institutional and high net-worth investors. Fred resides in London with his wife Sarah and their two young boys.
Michele Bolton, CIM
Michele began her career in the investment industry in 1994 and joined the Seabrook Financial Group in 2006. With a strong farming business background spanning three decades, Michele understands the complex needs of business owners. As an Associate Investment Advisor and Client Relationship Manager, Michele is responsible for ensuring that clients of The Seabrook Financial Group receive an exceptional client experience through Integrated Wealth Management practices. From the initial introduction and meeting, to working through the process of building long-term, intergenerational wealth management plans, her focus remains on premier client service. In addition to building and maintaining strong relationships, through regular client contact, Michele oversees each of our clients' financial and estate plans to ensure they are presented with the most recent information.
Yolinde Joubert, CFP, PFP, RRC
Yolinde's career path has always been client-focused and working with The Seabrook Financial Group is no different. Before joining our team, Yolinde worked at CIBC bank as a financial advisor. With over 14 years' experience in the financial industry, she has extensive experience in developing and managing disciplined investment approaches that have earned the trust of high net worth investors. Yolinde holds the CFP® designation, considered to be the highest level of certification in Financial Planning. She is also a Registered Retirement Consultant.
Staci Berner
Staci is a graduate of Wilfrid Laurier University and has been a key member of the Seabrook Financial Group since 2004. As an Administrative Associate, Staci is responsible for all aspects of administration including trading, account opening, updates, transfers and our CIBC Wood Gundy online account service (WGOL).
Tom Oostveen, CFP
Tom is a graduate of Fanshawe College where he earned a Diploma in the Business-Finance program.
Tom assists with all aspects of administration including trading, account opening, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. In addition, Tom is responsible for preparing our integrated wealth management reviews for our high net worth clients.
Brittany Neilands
Brittany joined the Seabrook Financial Group in 2013 and is the first point of contact when calling our office. In her role, Brittany actively manages our team's calendar and coordinates all client scheduling. She also focuses on providing educational information to investors through our website, social media, email and marketing communications.
Cyndi Forbes
Cyndi is our newest member of the Seabrook Financial Group and assists with all aspects of administration including account openings, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service.
OUR PARTNERS
We partner with CIBC experts to help address all of your wealth needs.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
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.
Brian Lawson, CFP, RRC, CIM
Financial Planning Specialist
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Jamie Golombek
Managing Director Tax and Estate Planning
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.
John Robinson, CFP, CLU, CH.F.C.
Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.
John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.
By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living.
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.
Brian Lawson, CFP, RRC, CIM
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
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.