The Gail Taylor Investment Group
Gail Taylor
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Meet The Team
Gail Taylor, CIMA, MBA
Vice-President, Investment Advisor
g.taylor@cibc.ca(780) 498-5078
Gail started her practice in 1993 and focuses on both retirement assets and responsible strategies with a particular emphasis on Environmental, Social and Corporate Governance (ESG) investing. She manages portfolios for high net worth individuals and foundations using a financial planning and asset allocation approach to focus on the needs of the client or organization. Gail is committed to increasing exposure for ESG as a risk management tool and for identifying performance advantages.
Petra Remy, MA, CFP
Investment Advisor
petra.remy@cibc.ca(780) 498-5043
Petra has over 20 years experience in financial management including developing financial plans to meet the needs of her clients. She believes in the core attributes of wealth management, ESG and financial strategy. Petra has a passion for working with people and is guided by the financial process to create strategies which are tailored to her client's needs. Her role includes meeting the client's needs and ensuring the team continues to provide the excellent results clients have come to expect. Petra's team management skills include leadership and mentorship.
Alicia Brown, B.Sc.
Investment Advisor Assistant
alicia.brown@cibc.ca(780) 498-5042
Alicia Brown has been helping clients achieve their financial goals through, tax, estate and retirement planning for the past six years. As a member of the Gail Taylor Investment Group at CIBC Wood Gundy, she is passionate about Responsible Investing and is determined to see this important niche flourish in Canada. Alicia works towards increasing the awareness of Environmental, Social, and Corporate Governance Factors (ESG) as an extra layer of risk management in retirement portfolios.
Simon Atuhairwe, B.Sc.
Sales Assistant
Simon.Atuhairwe@cibc.com(780) 429-8905
Simon joined the Gail Taylor Investment Group in May 2012. Simon's role on the team is to update any relevant personal and corporate information. He maintains all required account related documentation for both new and existing accounts. Simon also assists with the preparation for client annual reviews.
