Austin Estate Planning
Fax: (403) 266-0182
Meet The Team
The Austin Estate Planning Team
By establishing trusted relationships, Lottie Austin has served the clients of CIBC Wood Gundy effectively, working in collaboration with their professional advisors and by keeping the following business philosophy in mind: To meet the needs of the client and work collaboratively, and in a professional manner, to reach that end.
Lottie Austin, CFP, TEP
Estate Planning Specialist, First Vice-President
Lottie Austin is an Estate Planning Specialist with a wealth of insurance and estate planning expertise gained through over 18 years of experience. Lottie has attained the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations, which demonstrate her ongoing commitment to education in order to better serve our clients. Lottie believes in building trusting relationships with Investment Advisors and their clients and finding customized solutions and strategies that can enhance the client's financial positions.
Vaneesa is the Associate Estate Planning specialist and assists our clients in meeting their living benefits and life insurance needs. Vaneesa comes to the Austin Estate Planning team with a wealth of experience in the insurance industry, having worked with numerous products and clients over several years.
Joanna is our servicing specialist in the Estate Planning team. She has 23 years of experience in the financial industry. Previous work experience includes Group Retirement Services at a major insurance company for over 13 years and several years in a Japanese bank in Hong Kong. Joanna handles all aspects of the insurance placement process, from the insurance application, underwriting and delivery, through to in force policy servicing. Joanna is our "go-to" resource for all inquiries and changes requested by our clients.
Jon's role focuses on financial projections and analysis, as well as assisting with business planning, meeting with clients and running quotes and illustrations. Jon graduated from the University of Victoria with a Bachelor of Science degree in Economics.
Jessica focuses on the administrative areas and maintains organization within the team. She is the first contact for all communication and scheduling. Jessica is a graduate from Dalhousie University in Halifax and plans to become insurance licensed in the near future.
Wealth Advisor-CIBC Wood Gundy