We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances.
Services offered: Other
Kellyanne Yep
Our business is rooted in impact and legacy. I invest with a purpose, and our team is perhaps best known for our institutional, “smart money” approach to investment management. We work with executives, families and private foundations across Canada and the USA to build, preserve and protect client capital.
If our purpose-led investment approach is our why, then our client servicing is our how. Your satisfaction is of the utmost importance to us. We pride ourselves on being proactively accessible to the individuals we work with 24/7, so you can focus on furthering your success and building your legacy.
For us, delivering outstanding service is as paramount as outstanding investment results.
TEAM AWARDS AND ACCOLADES:
★ Canada’s Top Wealth Advisors & Women Wealth Advisors, The Globe and Mail
★ Canada’s Top 50 Advisors, WP
★ 5-Star Advisors, Western Canada, WP
★ 5-Star Leading Women in Wealth, WP
★ Advisor of the Year, Alternative Investments, WP
★ Female Trailblazer of the Year, WP
★ National Client Dedication Award, CG Wealth Management
Brett Watson
As a Portfolio Manager and Wealth Advisor with RBC Dominion Securities, Brett provides access to a comprehensive range of services to help you build and protect your wealth. He is a graduate of the University of Manitoba, where he obtained a Bachelor of Commerce (Hons) degree. Brett is a firm believer in ongoing education and has acquired the advanced industry designations of Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP).
Brett harnesses his expert knowledge and 20 years of experience to develop comprehensive wealth management solutions for his clients. His expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Before recommending any specific investments, Brett takes the time to understand your personal and financial goals, investment timeframe and comfort level with risk. From there, he can create a customized investment strategy, which includes guidelines on overall asset allocation among stocks, bonds and cash. As needs and goals evolve over time, Brett will revisit the strategy and portfolio to keep them aligned with your current needs and market conditions.
Carol Smith
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Michael Silicz
Michael Silicz is the award-winning Portfolio Manager of the Silicz Wealth Management Team at National Bank Financial in Winnipeg. Michael uses Responsible Investments and buys and holds Canadian, US, and International companies that exhibit strong Environmental, Social, and Corporate Governance (“ESG”) scores relative to their peers. Michael is a director with the St. Paul’s College Foundation at the University of Manitoba, the major Catholic higher education institution in the province.
Josh Quinton
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com
Janine Guenther
I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.
I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.
One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!
Lawrence Foerster
*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
Greer Cummings
Greer appreciates serving the community as part of a strong Private Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 30 years, the last 25 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director (and a term as President) of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). She & family are also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.
Alicja Brown
Alicja Brown is an Investment Advisor with CIBC Wood Gundy. For over ten years, she has been helping clients achieve their financial goals through comprehensive tax, estate, business succession and retirement planning.
Clients can expect a high level of service from Alicja and her team. Customized financial plans define each client’s own goals. An action plan details specific steps and a timeline of achievement. We build a team of professionals around our valued clients consisting of accountants, estate lawyers and others to ensure the alignment and prioritization of financial goals.
She is a member of FP Canada, the Alberta and Ontario Insurance Councils and holds a Bachelor of Science degree from the University of Alberta. She is on the Board of the Responsible Investment Association of Canada.
Alicja is passionate about responsible investment and looks forward to a day when the integration of environmental, social, and corporate governance factors are a step in every investment selection process.