Stefan Johnson, CFA
Senior Wealth Advisor
Portfolio Manager
Stefan has over 20 years of financial services experience that spans across several wealth management areas including: investment management, intergenerational wealth planning, retirement income planning, risk management, tax planning, estate planning, alternative investments, charitable giving, and financial planning.
Stefan began his career with predecessor firms to CIBC Wood Gundy and worked in business development. In 1998 he joined the largest Canadian full service brokerage firm and worked as an Associate Investment Advisor and then as an Investment Advisor.
Prior to joining CIBC Wood Gundy in 2005, Stefan worked as an Analyst with an investment firm in Toronto that managed $1.3 billion of client assets. His main responsibility was providing investment analytic insights, acting as a liaison between portfolio management and regional Vice-Presidents across the country.
In addition to gaining valuable experience working with some of Canada's most respected money managers, Stefan attained the Charted Financial Analyst (CFA) designation in 2004 and is a member of the CFA Vancouver Society. The CFA designation is the most comprehensive investment industry designation, and provides authentication for investors that the advisor is in a position to present expert advice to clients. Click here to read about the benefits of working with a CFA Charterholder.
Stefan is married to his wife Genevieve and they have two children. In his spare time, he enjoys golfing, fishing, skiing , and playing hockey.
Sue Nelson
Associate Wealth Advisor
Sue has worked in the finance and wealth management industry for over 20 years and is registered with CIRO as a Registered Representative. She focuses on portfolio creation, retirement planning and investment management. Sue works closely with Stefan to implement investment strategies and provide personalized solutions for our clients to help them meet their financial goals. Sue is very passionate about helping others and providing trusted advice.
Outside of work, Sue enjoys spending time with her husband and two children, usually cheering on the soccer field. She also loves to be active, you may see her on a hiking trail or walking her puppy.
Kyle Bennett
Client Associate
Kyle is born and raised in Nanaimo. Being such, acquired his Bachelor in Business Administration at Vancouver Island University. Upon joining the team in June, 2023, he has since completed his industry registration. He is currently well on his way through his next goal, the CFP® designation, planning to write the exam in October's sitting. He is ambitious with his learning, passionate about helping others, and prides himself in being thorough and doing it right the first time.
When not working, Kyle enjoys taking advantage of what the island has to offer. He is no stranger to the endless hikes and outdoor activities available around Nanaimo. Otherwise, he loves to spend his time progressing his fitness goals, unwinding with a large jigsaw puzzle, or cooking delicious meals for him and his wife, Rebecca.
Stefan Johnson, CFA
Stefan has over 20 years of financial services experience that spans across several wealth management areas including: investment management, intergenerational wealth planning, retirement income planning, risk management, tax planning, estate planning, alternative investments, charitable giving, and financial planning.
Stefan began his career with predecessor firms to CIBC Wood Gundy and worked in business development. In 1998 he joined the largest Canadian full service brokerage firm and worked as an Associate Investment Advisor and then as an Investment Advisor.
Prior to joining CIBC Wood Gundy in 2005, Stefan worked as an Analyst with an investment firm in Toronto that managed $1.3 billion of client assets. His main responsibility was providing investment analytic insights, acting as a liaison between portfolio management and regional Vice-Presidents across the country.
In addition to gaining valuable experience working with some of Canada's most respected money managers, Stefan attained the Charted Financial Analyst (CFA) designation in 2004 and is a member of the CFA Vancouver Society. The CFA designation is the most comprehensive investment industry designation, and provides authentication for investors that the advisor is in a position to present expert advice to clients. Click here to read about the benefits of working with a CFA Charterholder.
Stefan is married to his wife Genevieve and they have two children. In his spare time, he enjoys golfing, fishing, skiing , and playing hockey.
Sue Nelson
Sue has worked in the finance and wealth management industry for over 20 years and is registered with CIRO as a Registered Representative. She focuses on portfolio creation, retirement planning and investment management. Sue works closely with Stefan to implement investment strategies and provide personalized solutions for our clients to help them meet their financial goals. Sue is very passionate about helping others and providing trusted advice.
Outside of work, Sue enjoys spending time with her husband and two children, usually cheering on the soccer field. She also loves to be active, you may see her on a hiking trail or walking her puppy.
Kyle Bennett
Kyle is born and raised in Nanaimo. Being such, acquired his Bachelor in Business Administration at Vancouver Island University. Upon joining the team in June, 2023, he has since completed his industry registration. He is currently well on his way through his next goal, the CFP® designation, planning to write the exam in October's sitting. He is ambitious with his learning, passionate about helping others, and prides himself in being thorough and doing it right the first time.
When not working, Kyle enjoys taking advantage of what the island has to offer. He is no stranger to the endless hikes and outdoor activities available around Nanaimo. Otherwise, he loves to spend his time progressing his fitness goals, unwinding with a large jigsaw puzzle, or cooking delicious meals for him and his wife, Rebecca.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Candice Roscoe
Private Banking Advisor
Throughout my career, I've had the privilege of forming genuine connections with my clients. Building a relationship with you that fosters a sense of trust and deep understanding is essential.
I'm committed to providing you and your family with a high level of personalized service that truly understands your goals and values. Together we'll work with both internal and external partners to develop and maintain your personalized wealth plan, helping you and your family meet your financial objectives. By taking the time to learn about and understand you, I provide personalized, attentive and discreet service designed to save you time and effort.
Outside of work, I am an avid volunteer with local charities. I also spend my free time with my family.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
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.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Candice Roscoe
Throughout my career, I've had the privilege of forming genuine connections with my clients. Building a relationship with you that fosters a sense of trust and deep understanding is essential.
I'm committed to providing you and your family with a high level of personalized service that truly understands your goals and values. Together we'll work with both internal and external partners to develop and maintain your personalized wealth plan, helping you and your family meet your financial objectives. By taking the time to learn about and understand you, I provide personalized, attentive and discreet service designed to save you time and effort.
Outside of work, I am an avid volunteer with local charities. I also spend my free time with my family.