Valerie Schroeder, CIWM, CIM, FCSI
Portfolio Manager, Senior Wealth Advisor
Valerie Schroeder is a Portfolio Manager/Senior Wealth Advisor at CIBC Wood Gundy. With 30 years of experience managing wealth, Valerie has offered a consistent, unparalleled level of service. Her expertise has inspired confidence with her clients that their financial affairs are handled with the highest level of competency and care. Valerie strategically partners with her clients to provide not only investment advice, but also guidance on a wide range of financial issues that have a great impact on their lives. She is a graduate of the University of Manitoba and holds the Fellow of the Canadian Securities Institute (FCSI), the Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM) designations. In addition, Valerie also has the credentials to offer Options and holds Level II Insurance License.
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." –Maya Angelou
OUR TEAM
We all have unique goals. Let us help you reach yours. Growing and preserving your wealth demands a team approach. Together with our partners, we offer a range of specialized services to meet your goals.
Valerie Schroeder, CIWM, CIM, FCSI
Tel:
(416) 594-8647Email:
valerie.schroeder@cibc.ca
Valerie Schroeder is a Portfolio Manager/Senior Wealth Advisor at CIBC Wood Gundy. With 30 years of experience managing wealth, Valerie has offered a consistent, unparalleled level of service. Her expertise has inspired confidence with her clients that their financial affairs are handled with the highest level of competency and care. Valerie strategically partners with her clients to provide not only investment advice, but also guidance on a wide range of financial issues that have a great impact on their lives. She is a graduate of the University of Manitoba and holds the Fellow of the Canadian Securities Institute (FCSI), the Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM) designations. In addition, Valerie also has the credentials to offer Options and holds Level II Insurance License.
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." –Maya Angelou
Nancy Heilig
Tel:
(416) 369-2159Email:
Nancy.Heilig@cibc.caNancy Heilig is a key member to the Schroeder Wealth Management Group and brings with her, over 30 years in the Financial Services industry. Her background as a Branch Administrator, and Licensed Client Associate, are valuable to the team. Nancy is always ready to help with any administrative request and takes great pride in her attention to detail and client service. She wants only the best service experience for each client.
Nancy comes from a large family of outdoor enthusiasts and enjoys spending time with family and friends on hikes and skiing in the mountains. She has a Bachelor of Landscape Architecture (BLA) degree from the University of Guelph and enjoys gardening in her free time.
Isabela Magalhaes
Tel:
(416) 369-2803Email:
Isabela.Magalhaes@cibc.comIsabela is the newest team member supporting Schroeder Wealth Management Group. With over 5 years of experience in the financial industry, her focus lies in client service and administration, research, and portfolio reviews. She is enthusiastic about furthering her knowledge in the world of investments and has recently enrolled in the Canadian Securities Course (CSC). Outside of the office, Isabela holds a Bachelor of Science in Nursing, specializing in Intensive Care. She enjoys traveling, cycling, and indulging in good Brazilian barbecue with family and friends.
Valerie Schroeder, CIWM, CIM, FCSI
Portfolio Manager
Senior Wealth Advisor
Opens in your telephone provided application. Opens in your email provided application.Valerie Schroeder is a Portfolio Manager/Senior Wealth Advisor at CIBC Wood Gundy. With 30 years of experience managing wealth, Valerie has offered a consistent, unparalleled level of service. Her expertise has inspired confidence with her clients that their financial affairs are handled with the highest level of competency and care. Valerie strategically partners with her clients to provide not only investment advice, but also guidance on a wide range of financial issues that have a great impact on their lives. She is a graduate of the University of Manitoba and holds the Fellow of the Canadian Securities Institute (FCSI), the Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM) designations. In addition, Valerie also has the credentials to offer Options and holds Level II Insurance License.
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." –Maya Angelou
Nancy Heilig
Client Associate
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Nancy Heilig is a key member to the Schroeder Wealth Management Group and brings with her, over 30 years in the Financial Services industry. Her background as a Branch Administrator, and Licensed Client Associate, are valuable to the team. Nancy is always ready to help with any administrative request and takes great pride in her attention to detail and client service. She wants only the best service experience for each client.
Nancy comes from a large family of outdoor enthusiasts and enjoys spending time with family and friends on hikes and skiing in the mountains. She has a Bachelor of Landscape Architecture (BLA) degree from the University of Guelph and enjoys gardening in her free time.
Isabela Magalhaes
Administrative Assistant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Isabela is the newest team member supporting Schroeder Wealth Management Group. With over 5 years of experience in the financial industry, her focus lies in client service and administration, research, and portfolio reviews. She is enthusiastic about furthering her knowledge in the world of investments and has recently enrolled in the Canadian Securities Course (CSC). Outside of the office, Isabela holds a Bachelor of Science in Nursing, specializing in Intensive Care. She enjoys traveling, cycling, and indulging in good Brazilian barbecue with family and friends.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Chris Mylonas, PFP
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Alison Pang, MTI
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI
Estate Planning Specialist
With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.
Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.
Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.
Chris Mylonas, PFP
Financial Planning Specialist
Chris specializes in providing financial planning services to high net worth clients. He is committed to providing holistic financial planning and customized strategies to assist them with their goals around wealth accumulation, preservation and distribution. Chris holds his CFP and PFP designations, bringing over 25 years of experience in the financial services industry and maintains his dedication towards ongoing professional development. Chris has been a financial planner for 16 years and throughout he has provided clients with value; creating plans which serve as the framework for their financial aspirations.
Alison Pang, MTI
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.
My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Lorna Low, CPA, CA, TEP
Wealth strategist
Lorna provides comprehensive financial planning advice and recommendations to clients, with a specific emphasis on tax efficiency, wills, and estate and trust planning. Lorna begins with a detailed and holistic discovery process, and reviews the client’s current situation to learn about the family and to understand the family’s unique goals. She then reviews existing estate and tax plans and assesses the family’s financial position. Lorna draws upon her experience and with her clients in mind, she provides comprehensive wealth planning advice and recommendations to assist clients in achieving their vision of financial security. This may involve advising clients on tax, estate, retirement, trusts, and succession planning. Above all, she aims to helps clients understand the benefits of an integrated approach to wealth management. Lorna works closely with the family's other Advisors to effectively identify and recommend appropriate strategies.
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.