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

WICKS QUINN HOUGHTON GROUP

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Who We Are

Address 500 Centre Street SE 27th Floor Calgary AB, T2G 1A6
Telephone Number (403) 266-0104
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Who We Are

With over 45 years of combined experience, our team is committed to 

growing with you. 

 

We bring the expertise of Chartered Investment Managers (CIM), Chartered Financial Analysts (CFA), Chartered Accountants

(CA, CPA), and CFP professionals, ensuring that every aspect of your wealth management is guided by top-tier knowledge and skill.


We are driven by our passion for making a meaningful impact in the lives of those we serve. Through well-defined

wealth management strategies, we enhance and preserve your wealth, helping you achieve your financial goals

and, ultimately, peace of mind.


Our collaborative approach begins with building a financial plan that reflects what matters most to you. This personalized

process allows us to align your investment management strategy with your unique priorities.

 
Aurie Wicks

Aurie Wicks, CA, CPA, CFP®

Wealth Advisor
(403) 266-0104
(403) 835-4785
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aurie.wicks@cibc.com
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LinkedIn
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Aurie helps clients reach their financial goals with integrated advice.  He is there every step of the way, meeting their needs from planning their retirement, tax and estate strategies, family governance, and investment advice.

Aurie has enjoyed 13 years helping clients reach their goals, first earning a Bachelor of Commerce from Saint Mary’s University, then going on to complete his Charted Accountant and Certified Financial Planner designations.  

Aurie has a deep love for the outdoors be it canoeing, camping, or hiking – especially when his dog Roman can come along.  He enjoys spending time with his family, traveling, playing the guitar, studying the events and figures of the past to learn something about the present.

 
Tyler Quinn

Tyler Quinn, CIM®, FCSI

Senior Investment Advisor, Portfolio Manager
(403) 260-0581
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tyler.quinn@cibc.com
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LinkedIn
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Tyler’s breadth of knowledge is brought to bear in the advice he provides to clients every day.  He also brings a crucial portfolio management capability to the team, which facilitates portfolio modeling and discretionary management.

With 15 years as an Investment Advisor and 5 years as a Derivatives Analyst, Tyler also completed his Bachelor of Arts in Economics from the University of Western Ontario, earned the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute. 

First and foremost Tyler is a father to his two boys Theo and Tristan, not to mention their bernadoodle Optimus.  In his off time he can be found exploring the mountains and giving back to his community.

 
Bram Houghton

Bram Houghton, CFA, CFP®

Investment Advisor
(403) 690-9376
(403) 260-0597
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Bram.Houghton@cibc.com
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LinkedIn
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When not creating tailored financial plans or providing advice and service to clients, Bram’s expertise complements the team’s offering by focusing his time on research, analysis, trading, and writing the group’s bi-weekly newsletter. 

With a 13-year tenure in wealth management, Bram completed his Bachelor of Finance, is a Chartered Financial Analyst charterholder, and Certified Financial Planner.

Bram immigrated to Canada from Australia, and is an avid cyclist and craft beer enthusiast.  His love of vinyl records and all things audiophile has led him to take up woodworking - if only to make the perfect set of speakers.

 
Ryan Tod

Ryan Tod

Client Associate
(403) 355-3151
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ryan.tod@cibc.com
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Ryan is an integral part of the Wicks Quinn Houghton Group, ensuring that the business operates seamlessly, assisting clients with service requests, and cash management.  Ryan is eagerly bringing a fresh perspective and efficiencies to his role.  His diligence and attention to detail are a valued addition.

Ryan joined the team after completing his Finance degree with a concentration in Financial Analysis at Mount Royal University. 

Ryan is a lifelong Lakers fan and more recently a big fan of his fiancée Kassidy.  Ryan volunteers his time to youth mentorship.

 
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Julia Garner

Julia Garner, CFP®, CLU

Estate Planning Specialist

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.

Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner® and Chartered Life Underwriter®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.

Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Matthew Makarenko

Matthew Makarenko, CFP®

Financial Planning Specialist

Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.

In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.

Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.

Laurie Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

Julia Garner

Julia Garner, CFP®, CLU

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

Julia Garner is an Estate Planning Specialist with CIBC Wood Gundy. She began her career in insurance 10 years ago with a focus on values-based risk management, helping individuals, families, and businesses protect what is most important to them. Julia is an expert in facilitating conversations around successful wealth transition, business succession and financial security.

Julia graduated from the University of Western Ontario with a major in Finance. She is committed to constantly learning and evolving in advisory services. Julia is a Certified Financial Planner® and Chartered Life Underwriter®. She is experienced in the family enterprise space, having facilitated family meetings, and completed level 1 of the Family Enterprise Advisor (FEA) designation.

Julia and her husband, Mathieu, enjoy spending time in the mountains, travelling, and cooking.

Matthew Makarenko

Matthew Makarenko, CFP®

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

Matthew brings over 12 years of experience in financial planning and advice. He is a Certified Financial Planner and is actively pursuing the Certified International Wealth Manager designation.

In addition to his experience and education, Matthew brings a dynamic approach to wealth planning that invites clients to participate in designing their wealth strategy.

Outside of work, Matthew is an avid traveller who has recently made Calgary his new home.

Laurie Johnston

Laurie Johnston, B.Comm., PFP, MTI

Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Laurie's goal is to provide you and your family with confidence and peace of mind. She and her team offer services as a professional executor, power of attorney for property or trustee. She 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. Laurie and her team have the expertise to execute or assist others in efficiently executing that role. Laurie has been in the financial services industry since 1999 and with CIBC since 2012.

 
 
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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.