Lori D. Johnson, CIM, FCSI
Lori holds the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, financial planning, portfolio design and management. Lori is also qualified to provide insurance products. She has built her practice on successfully providing her clients with investment growth, income, and lower volatility. She provides her clients with timely advice, contact and reassurance, especially during difficult markets. Her clients have entrusted her for over 25 years to handle their investment and/or business decisions.
Fayth Gobeil, CIM®
Fayth has a significant educational background, earning a Bachelor of Arts degree from Université de Saint-Boniface; along with industry credentials such as the Canadian Securities Course (CSC), Wealth Management Essentials (WME) and Chartered Investment Manager (CIM®) designation. Along with her education, Fayth has been in the investment industry since 2009 and has amassed a great deal of knowledge and experience. Her education along with her experience ensures she understands that each client’s unique needs and circumstances are equally important. She prides herself on being timely and accurate so that our recommendations and your decisions are handled in a prompt and effective manner.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nancy Regina, CFP, RRC
Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.
She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.
Kevin Townsend, B.Comm., PFP
Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.
Nancy Regina, CFP, RRC
Senior Private Banking advisor
Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.
She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.
Kevin Townsend, B.Comm., PFP
Senior Private Banking advisor
Kevin works with our clients to provide tailored and convenient banking solutions. He has been advising high net worth clientele since 2005, and has a personalized approach to helping our clients achieve their financial goals.