Deirdrea has been helping clients meet their financial goals for over 20 years. Deirdrea specializes in providing investment management strategies for her clients by utilizing the principles of portfolio management. Her extensive industry experience and professional contacts enable her to provide clients with prudent and knowledgeable advice in the field of investing, risk management and estate planning. She and her team combine the financial planning process with long-term investment strategies to help clients meet their financial and retirement goals.

In addition to the experience she brings to managing conservative investment portfolios, Deirdrea believes in maintaining the highest industry standards. Deirdrea is committed to ongoing education, she also holds a Bachelor of Business Administration degree from the University of Regina. Over and above being licensed to sell securities, she holds special accreditation to trade stock options. Deirdrea has also completed the Level II Insurance License.

Deirdrea participates in the Saskatoon community with her involvement in projects and events such as: Bust a Move for Breast Health, Mike Weir Golf Tournament, World Cup Hockey Tournament and the Soup Sisters.

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.

As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.

Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.

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”.

Marilyn believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures your plans occur as you desire.

By fully assessing her client’s needs, Marilyn identifies appropriate CIBC Trust services that can assist them, their family, or their appointed representative. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas.

Marilyn and her team 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. Marilyn has been with CIBC since 2000.

Michael obtained his B.A. and a Teaching Certificate from the University of Manitoba before attending Osgoode Hall Law School in Toronto and holds several financial industry designations.  

Before coming to CIBC Private Wealth, he serially held roles in both law and management with several of Canada’s largest insurance, bank, credit union, and securities companies.

Michael has been with CIBC Private Wealth since March 2020; delivering comprehensive, broad-spectrum recommendations that involve all aspects touching client decision-making: risk-management, corporate taxation, business succession, and estate planning.  

Drawing upon his legal experience and knowledge, he is also able to conduct a review of existing client legal structures and relevant documents to ensure that clients are on track to achieve their various life and planning objectives.  

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.