As head of the Richards Advisory Group, Tom believes in establishing a strong personal connection with clients to thoroughly understand their vision of a worry-free financial future.

With over 30 years of experience in the financial services industry, Tom has participated in the many ups and downs of the stock market. Tom has developed a strong background creating tailored solutions for a unique clientele. He graduated from the University of Alberta in 1987, with a Bachelor of Arts degree majoring in economics and minoring in mathematics, and has been dedicated to continuous education ever since. Tom holds the highly regarded Certified Financial Planner designation, giving him the ability to provide clients with comprehensive financial planning services to the highest standards, assuring clients needs and objectives are fulfilled. He also holds the CIM® designation, which gives him a full understanding of portfolio management through developing investment policies and strategies.

After developing a comprehensive personalized financial plan, Tom will coordinate with a team of Partners and the strength of CIBC to execute and monitor the plan to its fullest.

As a member of the Edmonton Eskimo Football Club from 1986 to 1990, Tom embraced the "Eskimo Way" giving back to the community that has given him so much. Currently, he sits on the Eskimo Board of Directors and the University of Alberta Golden Bear Football Alumni Board. To see more of Tom's community involvement, check out the Community tab above.

Tom enjoys golf and fitness activities with his wife, Heather, and their five dazzling daughters.

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.

Rick focuses on working with clients to create long-term personal financial plans. He specializes in coordinating the financial care of clients by working with other partners inside the firm as well as his clients' other professional advisors. Rick is an accredited financial planner and has served high-net-worth families for over 15 years.

In his free time Rick enjoys golf, cycling and hot yoga. He also works with several charities focused on addiction recovery and mental health. He lives with his daughter and their chocolate lab, Lincoln.

Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.

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.