Remy Brown Investment Group
Toll Free: +1 (800) 232-7296
Fax: (780) 429-8999
Jamie Golombek - Tax Planning.
Jamie Golombek, CA, CPA, CFP, CLU, TEP, is the Managing Director, Tax and Estate Planning, with CIBC Private Wealth Management. As a member of the CIBC Retail Markets team, Jamie works closely with CIBC Wood Gundy Investment Advisors and other partners within the CIBC group of companies to support our clients and deliver integrated financial planning and advisory solutions. Jamie is a regular columnist with the National Post, Advocis' FORUM magazine, and Advisor's Edge Report, and he is often quoted in national media as an expert on personal taxation matters. Jamie also provides CIBC with reports on various tax planning topics, including TFSAs, RESPs, and trusts and estates, as well as commentary on the federal budget. We'd be pleased to provide you with copies of tax planning Special Reports by Jamie Golombek. You can also find links to many of Jamie's articles at www.jamiegolombek.com.
Mark Lepine – Wealth Strategy,
Mark joined the financial services industry in 2005 and has held various positions in wealth planning, estate planning, and investment management. Mark uses his knowledge and experience to help affluent Canadian families and business owners achieve their financial goals and enjoy peace of mind.
As a Wealth Strategist, Mark takes an in-depth approach to understand your unique situation and provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning. He will collaborate with your team of professional advisors, including your accountant and lawyer, to gain insight into your unique situation and objectives, and facilitate the smooth implementation of any recommended strategies.
In addition to completing various financial courses through the Canadian Securities Institute, Mark is a Certified Financial Planner (CFP®) and recently earned the Chartered Life Underwriter (CLU®) designation in 2015. He currently serves on the board of directors for the Edmonton chapter of the Estate Planning Council.
Laurie Johnston – Trust and estate consulting
As a CIBC Senior Trust and Estate Consultant, Laurie's goal is to provide her client and their family with confidence and peace of mind.
She offers services as a professional executor, power of attorney for property or trustee.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. She has the expertise to execute or assist others in efficiently executing that role.
In the financial services industry since 1999. With CIBC since 2012. B.Comm. from the University of Saskatchewan
Personal Financial Planner (PFP®). Member, Trust Institute (MTI)
Sean Foran - Business Transition Planning and Trust Services
Sean Foran, B.A., LL.B. Managing Director, Sean is an Estate and Trust lawyer and has worked with business owners for over 20 years. As CIBC Private Wealth Management's expert on Business Transition Planning, he works with advisors from CIBC Wood Gundy and other CIBC teams to help business owners plan for the conversion of their company in a more rational and organized manner. He provides advice on market values for private companies, as well as the optimal tax and legal structure for businesses in transition. Sean is also the co-author of Succession Stories from the Front Line.
Eric Schenstead, CFP, CLU, TEP, is an Estate Planning Specialist with a wealth of insurance and estate planning expertise gained through over 25 years of experience in the insurance and wealth management business. Eric provides this service to Investment Advisors and their selected clients in the Prairie Region for the CIBC Wood Gundy. Eric has attained the following professional designations, which demonstrate his ongoing commitment to education in order to better serve our clients. They are the:
Eric is committed to assisting the Investment Advisors and their allied professionals in providing tailored estate planning solutions that benefit their clients