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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Miller Wealth Group

  • Home
  • Meet the team
    • Our Team
    • Our Internal Specialists
  • Our Approach
    • Advisor Managed Accounts
    • Personalized Financial Advice
    • Alternative Investments
    • Frequently Asked Questions
  • Clients We Serve
    • Business Owners
    • Saving For Retirement
    • Family Offices
    • Referrals
  • Market insights
    • Wood Gundy Insights
    • Our Blog
  • Contact us

Our Internal Specialists

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 970-5302
Email Email us
Email Email
Telephone Number Tel

Our Internal Specialists

At The Miller Wealth Group, we believe in working with specialists - and not generalists who are "kind of good at a few things," but are not experts. To deliver on our world class Private Wealth Management Offering, we work closely with our team of experts - our internal partners - to help our client families identify and reach their financial goals.

To achieve this, we work closely with our valued partners on Wealth Planning, Estate Planning, Trust Services, Private Banking, Mid-market Investment Banking, Commercial Banking, and more - to ensure that we can act as a Personal Quarterback to help our clients reach their unique financial goals.

 

Standardize the Process. Personalize the Advice.

 
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John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

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Ryan Romanko, CFP, CLU

Estate Planning Specialist

Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant

Email:

caroline.obee@cibc.com

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

 

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

headshot

Diego Castellanos

Private Banking Advisor

Tel:

(780) 633-4036

Tel:

(587) 709-0502

Diego has been in the financial industry since 2009 and has experience in Private, and Business Banking as well as Treasury Management solutions. In his most recent position, Diego had a business development mandate as Manager, Commercial Banking for the Edmonton region. Diego is passionate in connecting with people and helping them achieve their personal and business financial goals. 

 

His background in Commercial Banking and Wealth Management, combined with his Family Enterprise Advisor designation (FEA), are significant assets towards providing wealth management advice to our business banking clients in the Edmonton and Northern Alberta market.

Jamie Golombek

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.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Sid Mokhtari

Sid Mokhtari, CMT

Executive Director
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Sid Mokhtari is one of the best-known and most-respected Technical Analysts with a depth of experience in cross-ratio analysis, technical sector strategy and technical factor modeling. Sid publishes frequently, including his flagship CIBC report, A Closer Look, as well as the results of his TrendSpotting Matrix. Sid is the first Canadian technician to hold a seat on the MTA's Journal Review Board and sits on the Board of Directors for the Canadian Society of Technical Analysis. Sid is also a regular guest speaker on the Business News Network, at Canadian conferences and is often quoted by the Globe & Mail, Financial Post and other business journals.

John Rovansek

John Rovansek, B.Admin, PFP

Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.

Ryan Romanko, CFP, CLU

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Ryan has extensive insurance and estate planning expertise gained through nearly a decade of service to affluent clients. He and his team provide advice on insurance and wealth management strategies and services to select clients. By establishing trusted relationships Ryan serves our clients effectively, working in collaboration with other professional advisors to develop customized strategies that address our clients aims and hopes. Ryan has attained the Chartered Life Underwriter (CLU) and the Certified Financial Planner (CFP) designations, which demonstrate his ongoing commitment to education in order to better serve our clients.

Caroline Obee

Caroline Obee

Senior Trust and Estate Consultant
Opens in your telephone provided application.
caroline.obee​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.

 

We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

Diego Castellanos

Private Banking Advisor
(780) 633-4036
(587) 709-0502
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Diego has been in the financial industry since 2009 and has experience in Private, and Business Banking as well as Treasury Management solutions. In his most recent position, Diego had a business development mandate as Manager, Commercial Banking for the Edmonton region. Diego is passionate in connecting with people and helping them achieve their personal and business financial goals. 

 

His background in Commercial Banking and Wealth Management, combined with his Family Enterprise Advisor designation (FEA), are significant assets towards providing wealth management advice to our business banking clients in the Edmonton and Northern Alberta market.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

Benjamin Tal

Benjamin Tal

Deputy Chief Economist, CIBC
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

 
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My Team

Sana Sohail

Sana Sohail

Client Associate
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Rick McBryer

Financial Planning Specialist
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Sana Sohail

Administrative Assistant
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Kurt Miller

Kurt Miller, B.Comm., CIM

Senior Portfolio Manager
Senior Wealth Advisor
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Melinda Peacock

Melinda Peacock

Financial Associate
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Sana Sohail

Sana Sohail

Client Associate
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Rick McBryer

Financial Planning Specialist
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Sana Sohail

Administrative Assistant
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Kurt Miller

Kurt Miller, B.Comm., CIM

Senior Portfolio Manager
Senior Wealth Advisor
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.