Karen advises successful families in a complex and volatile investment environment, assisting them to fund comfortable retirements and create meaningful legacies while guiding them with clear and straightforward financial advice.

Prior to joining Wood Gundy in 2000, Karen spent 14 years in the hospitality industry managing within hotels and resorts. That experience forged Karen into an adept and empathetic problem solver, a key attribute when seeking an understanding of her clients’ personal financial situations. Her designation as a Certified Financial Planner underscores her expertise.

Karen and her husband Darren live just outside Saskatoon on an acreage with their 2 dogs and 2 cats. Karen loves biking, cross-country skiing, snowmobiling and golfing at the Saskatoon Golf & Country Club. When she’s not busy outside, she also makes a mean Saskatoon berry pie, and can be found acting as sous-chef to Darren’s many gourmet meals. They have 2 adult daughters, Kira & Emily that they love to spend time with.

Jaime works with affluent families and successful business owners to bring simplicity to the challenges that wealth can bring; whether it’s cash flow planning, saving for children’s future needs, making large purchases or passing along inter-generational wealth. She knows she’s accomplished her goals when clients tell her “wow, you made that so easy”.

An almost 20 –year veteran in the financial services industry, Jaime has been with The McCleary Toews group since 2011. Her knowledge began with a Bachelor of Commerce degree from the University of Saskatchewan, earned in 2005. Among many industry courses and certifications, she holds the Certified Financial Planner designation which helps her navigate each of her client’s complex situations.

Jaime and her husband Trevor have 3 children who are active in hockey, golf and volleyball. This means Jaime has no spare time so she considers driving her kids to and from practices and cooking endless supplies of meals her “hobbies”; if you don’t run into her at the hockey rink you’ll be sure to bump into her at Costco!

Sheri works with individuals and business owners to provide comprehensive advice and solutions through robust partnerships with Retail and Commercial Banking. She believes it is important to understand her client’s goals and ambitions and help make them a reality. She offers flexibility and convenience to her clients so they can focus on what is important to them.

Sheri spent the last 26 years working in the financial services industry and joined CIBC in early 2017 when she moved to Swift Current to be closer to family. She holds the Personal Financial Planning (PFP) designation, Bachelor of Management (Accounting) from the University of Lethbridge and a Business Administration diploma.

Sheri is a lifelong learner who continues studying to maintain leading edge knowledge to benefit her clients. Sheri is from a small town in Saskatchewan and grew up working on the family farm. She loves to travel, enjoys summers at the cottage and spending time with her husband and two daughters.

Terri works with our affluent families to keep everything account related running smoothly, bringing our clients peace of mind and confidence that account administration and management is taken care of in a timely and efficient manner.

Terri joined CIBC Wood Gundy in 2018, holds a Bachelor’s Degree in Economics from the University of Saskatchewan and has 16 years of previous experience in the financial services industry. Terri also has experience as a small business owner and appreciates that prompt and efficient client service is so important to the overall client experience.

In her time away from the office, Terri enjoys spending time with her husband and two grown sons. You might also find her walking, running or biking by the beautiful Saskatchewan River, or trying to hike up or ski down a mountain somewhere.

Ryder assists advisors with executing trades, equity research, compliance, performance reporting, documentation, and account administration. As a first point of contact Ryder works to exceed client expectations by ensuring prompt and helpful service.

Ryder has a passion for the investment industry, completing his Bachelor of Commerce degree majoring in Finance from the University of Saskatchewan. He also has a drive to help people and strong work ethic, both of which further equip him with the skills to enhance the client experience.

In his free time, Ryder enjoys spending summers at the lake, golfing, boating, and camping. During the winter months he keeps busy by playing hockey, snowmobiling, and skiing in the mountains when he has time. Originally from small town Saskatchewan Ryder now resides in Saskatoon. 

Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.

She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.

As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.

Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.

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.

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.