Taking Retirement Planning One Step Further

While the pool of resources within CIBC adds depth to our offering, our extended team of specialists adds value to our process on a continuous basis.

With both financial planning and estate expertise readily available to us, we are able to provide retirement advice that is detailed and well rounded. Our retirement plans involve a high level of financial insight and reflect considerations for your estate and the preservation of your wealth. In other words, our extended team’s contribution allows us to deliver fully integrated planning solutions to our clients.

Our extended team is made up of the following specialists:

John Robinson, CFP, CLU, CH.F.C
Vice-President, Estate Planning Specialist
T. 519 640-7606 | john.robinson@cibc.ca
Jordan Crampton, CFP
Estate Planning Specialist
T. 519 640-7736 | jordan.crampton@cibc.ca
Michael Burns, CFP
Financial Planning Specialist
T. 519 640-7714 | michael.burns@cibc.ca
David Coate, CPA, CA
Associate Estate Planning Specialist
T. 519 640-7761 | david.coate@cibc.ca
Nick Comly
Senior Private Banking Advisor
T. 519 661-2697 | nick.comly@cibc.com
Kellie Wetherall
Senior Private Banking Advisor
T. 519 719-2858 | kellie.wetherall@cibc.com
Lori Strong
Senior Trust and Estate Consultant
T. 519 432-1594 | lori.strong@cibc.com

Get in Touch with Our Team

If you have questions about your retirement, your wealth or your investments, feel free to get in touch with us by filling out the form below or calling our office.

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