Aurie Wicks, CA, CPA, CFP®
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, CIM®, FCSI
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, CFA, CFP®
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 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.
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, 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, 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, CFP®, CLU
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, CFP®
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, B.Comm., PFP, MTI
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.