Jan Pryde
Senior Wealth Advisor
Jan Pryde is the founder of Pryde Financial Group and has over 30 years of experience in financial planning and banking, investment management, business transition and estate planning. Jan and her team of dedicated specialists have been helping professionals, business owners, and high net worth families manage their wealth and achieve financial freedom. "My approach has always been to keep things clear and easy to understand. I've found that over the years, providing clients with a financial road map helps establish a stronger understanding of where they are now, where they are going, and how they are going to get there. Whether we are discussing an investment, financial, retirement, or estate plan, educating clients about the process and the choices available to them is paramount to the success of their plan."
As the Past-Chair of the London Community Foundation, Jan maintains an impactful presence in the community. When she is not working diligently for her clients or volunteering her time to the community, you will find her playing 18-holes on one of Southern Ontario's beautiful golf courses with her partner, Rob.
Jon Lavers, BA (Hons) Economics
Financial Associate
Jon joined CIBC Wood Gundy in 2012 and has over 15 years of experience working with ultra-high net worth professionals and families in Canada and the US, financial services, banking, and investment management. Jon's major focus is to oversee all key operations of the Pryde Financial Group including research and portfolio analysis, trading, client relations, and business development and is a graduate from Western University with a B.A. in Economics and a Financial Accounting Diploma from Fanshawe College. Outside of the office Jon, his wife Nikki, and their three young girls are actively involved in the community with different clubs and teams that promote a healthy-first lifestyle.
"Heart-health and financial-health require the same amount of attention and education. My wife and I have committed to teaching our daughters - and others - the importance of both."
Bradley Bishop, MBA, CFP®, CIM
Associate Wealth Advisor
Brad joined CIBC Wood Gundy in 2016 and has over 20 years of experience in financial planning, private banking, investment management and education. Brad leads the financial planning program at Fanshawe College and is passionate about educating clients on wealth management strategies to enable them to reach their financial goals.
Prior to joining CIBC, Brad worked in the Cayman Islands for a leading bank, providing investment management advice to both private and institutional clients. He has also held financial advisory roles at prominent banks and a leading life insurance company in Southwestern Ontario. In addition to earning a bachelor's degree in economics from Western University and an MBA from Wilfrid Laurier University, Brad has been awarded the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations.
Brad is an advocate for financial literacy and currently serves as Vice-Chair of Junior Achievement of Southwestern Ontario. On a personal note, Brad enjoys squash, hockey, golf and walking the shores of Kincardine and area with his wife Linda and three sons.
Jackie Reid, B.Sc.
Client Associate
Jackie’s focus at the Pryde Financial Group is on managing administration and operations to ensure great service for all clients. Jackie has over fifteen years of combined experience in the retail and brokerage sectors of the financial industry. Jackie graduated from McMaster University with a B.Sc. and Western University with a B. Ed., and furthered her education in the investment industry, becoming a licensed investment representative as well as life insurance licensed. Outside of the office Jackie enjoys spending time outdoors with her husband Shane and their two young children.
Christine Ribeiro, B.Comm.
Administrative Assistant
Christine joined CIBC Wood Gundy in 2022 and is focused on ensuring our client’s service standards are met. Christine has extensive experience in administration and enjoys keeping things in order. Christine earned a diploma in finance from Durham College and a bachelor’s degree in commerce with a major in finance from Ontario Tech University in Oshawa. Christine is married with two children and outside of work she enjoys spending time with her family exploring Ontario.
Jan Pryde
Jan Pryde is the founder of Pryde Financial Group and has over 30 years of experience in financial planning and banking, investment management, business transition and estate planning. Jan and her team of dedicated specialists have been helping professionals, business owners, and high net worth families manage their wealth and achieve financial freedom. "My approach has always been to keep things clear and easy to understand. I've found that over the years, providing clients with a financial road map helps establish a stronger understanding of where they are now, where they are going, and how they are going to get there. Whether we are discussing an investment, financial, retirement, or estate plan, educating clients about the process and the choices available to them is paramount to the success of their plan."
As the Past-Chair of the London Community Foundation, Jan maintains an impactful presence in the community. When she is not working diligently for her clients or volunteering her time to the community, you will find her playing 18-holes on one of Southern Ontario's beautiful golf courses with her partner, Rob.
Jon Lavers, BA (Hons) Economics
Jon joined CIBC Wood Gundy in 2012 and has over 15 years of experience working with ultra-high net worth professionals and families in Canada and the US, financial services, banking, and investment management. Jon's major focus is to oversee all key operations of the Pryde Financial Group including research and portfolio analysis, trading, client relations, and business development and is a graduate from Western University with a B.A. in Economics and a Financial Accounting Diploma from Fanshawe College. Outside of the office Jon, his wife Nikki, and their three young girls are actively involved in the community with different clubs and teams that promote a healthy-first lifestyle.
"Heart-health and financial-health require the same amount of attention and education. My wife and I have committed to teaching our daughters - and others - the importance of both."
Bradley Bishop, MBA, CFP®, CIM
Brad joined CIBC Wood Gundy in 2016 and has over 20 years of experience in financial planning, private banking, investment management and education. Brad leads the financial planning program at Fanshawe College and is passionate about educating clients on wealth management strategies to enable them to reach their financial goals.
Prior to joining CIBC, Brad worked in the Cayman Islands for a leading bank, providing investment management advice to both private and institutional clients. He has also held financial advisory roles at prominent banks and a leading life insurance company in Southwestern Ontario. In addition to earning a bachelor's degree in economics from Western University and an MBA from Wilfrid Laurier University, Brad has been awarded the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations.
Brad is an advocate for financial literacy and currently serves as Vice-Chair of Junior Achievement of Southwestern Ontario. On a personal note, Brad enjoys squash, hockey, golf and walking the shores of Kincardine and area with his wife Linda and three sons.
Jackie Reid, B.Sc.
Jackie’s focus at the Pryde Financial Group is on managing administration and operations to ensure great service for all clients. Jackie has over fifteen years of combined experience in the retail and brokerage sectors of the financial industry. Jackie graduated from McMaster University with a B.Sc. and Western University with a B. Ed., and furthered her education in the investment industry, becoming a licensed investment representative as well as life insurance licensed. Outside of the office Jackie enjoys spending time outdoors with her husband Shane and their two young children.
Christine Ribeiro, B.Comm.
Christine joined CIBC Wood Gundy in 2022 and is focused on ensuring our client’s service standards are met. Christine has extensive experience in administration and enjoys keeping things in order. Christine earned a diploma in finance from Durham College and a bachelor’s degree in commerce with a major in finance from Ontario Tech University in Oshawa. Christine is married with two children and outside of work she enjoys spending time with her family exploring Ontario.
Greg Armstrong
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Greg provides his clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. Together with his Associate, Greg works closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions; but also provide recommendations on how to best position their financial resources for the future. Greg’s clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
David Coate, CA, CPA, CFP
Estate Planning Specialist
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Nick Comly, B.B.A.
Senior Private Banking Advisor
Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Shelley Galvin, CA, CFP
Wealth Strategist
Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.
Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.
Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Bryan Head, B.Comm., CFP, CIM, PFP, BA
Private Banking Advisor
As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.
Brian Lawson, CFP, RRC, CIM
Financial Planning Specialist
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Lori Strong, MTI, TEP
Senior Trust and Estate Consultant
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Greg Armstrong
As a Senior Private Banking Advisor, Greg provides his clients with convenience, flexibility and peace of mind through the services and the financial solutions he offers. Together with his Associate, Greg works closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions; but also provide recommendations on how to best position their financial resources for the future. Greg’s clients enjoy convenience, flexibility and peace of mind from their CIBC Private Banking team, so they can get on with living their life, without worrying about their finances.
David Coate, CA, CPA, CFP
Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.
Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.
Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.
Nick Comly, B.B.A.
Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.
Jordan Crampton, CFP, CLU
Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.
This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.
Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.
Shelley Galvin, CA, CFP
Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.
Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.
Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.
Bryan Head, B.Comm., CFP, CIM, PFP, BA
As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.
Brian Lawson, CFP, RRC, CIM
With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.
Lori Strong, MTI, TEP
As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Benjamin Tal
Deputy Chief Economist, CIBC
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Avery Shenfeld, PhD
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Benjamin Tal
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.