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.
Yolinde Joubert, CFP®, RRC
Financial 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.
Tom Oostveen, CFP®, CIM®
Financial Associate
Tom has been a member of the Seabrook Financial Group since 2017. During this time, Tom has developed the trust of the families that we serve by providing excellent service and being solution oriented. For the purpose of providing the best advice possible to our clients, Tom has also prioritized advancing his industry education over the past 6 years. Tom has earned two leading wealth management designations that include: Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Today, Tom’s primary role includes building and maintaining long-term relationships with our clients by conducting regular portfolio reviews. He enjoys working with our clients to help them achieve their goals and ambitions with a focus on Financial Planning. Tom resides in London with his partner Hilary.
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).
Jake Tolton
Client Associate
Jake is from the small town of Wingham, Ontario. Before joining our team, he worked in London as a CIBC Financial Services Representative. Jake completed 3 years of study at Ontario Tech University in the Bachelor of Commerce program and has successfully completed his Canadian Securities Course. He is an exam candidate in the CFA program and is working diligently to become a CFA charter holder.
Jake assists with all aspects of administration including account opening, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. In addition, Jake is responsible for preparing our integrated wealth management reviews for our high net worth clients.
Brittany Neilands
Administrative Assistant
Brittany has been a member of The Seabrook Financial Group since 2013. Brittany works closely with our Founder & Senior Wealth Advisor, Jon Seabrook. She is responsible for our team’s accounting and cash flow management. In addition, she coordinates all travel, manages schedules, and provides administrative support. She also focuses on providing educational information to our clients through email and marketing communications. Outside of the office, Brittany enjoys cooking, traveling, exercising, and spending time with her family and friends.
Cyndi Forbes
Administrative Assistant
Cyndi’s role with our team is Administrative Assistant, working alongside Staci, Jake and Michael. She assists with all aspects of administration including account openings, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. Cyndi will also assists with various tasks in setting up and maintaining account compliance. Cyndi resides in London and has two children, Porter who is 8 and Sylvie who is 4 years old. She enjoys taking them exploring in the great outdoors.
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.
Yolinde Joubert, CFP®, 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.
Tom Oostveen, CFP®, CIM®
Tom has been a member of the Seabrook Financial Group since 2017. During this time, Tom has developed the trust of the families that we serve by providing excellent service and being solution oriented. For the purpose of providing the best advice possible to our clients, Tom has also prioritized advancing his industry education over the past 6 years. Tom has earned two leading wealth management designations that include: Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Today, Tom’s primary role includes building and maintaining long-term relationships with our clients by conducting regular portfolio reviews. He enjoys working with our clients to help them achieve their goals and ambitions with a focus on Financial Planning. Tom resides in London with his partner Hilary.
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).
Jake Tolton
Jake is from the small town of Wingham, Ontario. Before joining our team, he worked in London as a CIBC Financial Services Representative. Jake completed 3 years of study at Ontario Tech University in the Bachelor of Commerce program and has successfully completed his Canadian Securities Course. He is an exam candidate in the CFA program and is working diligently to become a CFA charter holder.
Jake assists with all aspects of administration including account opening, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. In addition, Jake is responsible for preparing our integrated wealth management reviews for our high net worth clients.
Brittany Neilands
Brittany has been a member of The Seabrook Financial Group since 2013. Brittany works closely with our Founder & Senior Wealth Advisor, Jon Seabrook. She is responsible for our team’s accounting and cash flow management. In addition, she coordinates all travel, manages schedules, and provides administrative support. She also focuses on providing educational information to our clients through email and marketing communications. Outside of the office, Brittany enjoys cooking, traveling, exercising, and spending time with her family and friends.
Cyndi Forbes
Cyndi’s role with our team is Administrative Assistant, working alongside Staci, Jake and Michael. She assists with all aspects of administration including account openings, updates, transfers, and our CIBC Wood Gundy Online (WGOL) account service. Cyndi will also assists with various tasks in setting up and maintaining account compliance. Cyndi resides in London and has two children, Porter who is 8 and Sylvie who is 4 years old. She enjoys taking them exploring in the great outdoors.
Bryan Head, B.Comm., CFP, CIM, PFP, BA
Private Banking Advisor
As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.
Nick Comly, B.B.A.
Senior Private Banking Advisor
Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.
Wasiq Saiyid, CFP, RRC
Senior Private Banking Advisor
As a Senior Private banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
Once I understand my client’s goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private banking team, so they can get on with living their life without worrying about their finances.
- With CIBC since 2004
- Certified Financial Planner (CFP®)
- Registered Retirement Consultant (RRC®)
Shelley Galvin, CA, CFP
Wealth Strategist
Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.
Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.
Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
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.
Colleen Derrick, CFP®, CIM, FMA
Financial Planning Specialist
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She 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.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.
In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.
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.
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.
Bryan Head, B.Comm., CFP, CIM, PFP, BA
As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.
Nick Comly, B.B.A.
Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.
Wasiq Saiyid, CFP, RRC
As a Senior Private banking Advisor, I care about my clients and I am passionate about helping them achieve their financial goals.
Once I understand my client’s goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
My clients enjoy convenience, flexibility and peace of mind from their CIBC Private banking team, so they can get on with living their life without worrying about their finances.
- With CIBC since 2004
- Certified Financial Planner (CFP®)
- Registered Retirement Consultant (RRC®)
Shelley Galvin, CA, CFP
Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.
Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.
Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
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.
Colleen Derrick, CFP®, CIM, FMA
With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She 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.
As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.
In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.
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.
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.