Dean Usher, CIM®
Portfolio Manager, District Branch Manager
There is nothing I enjoy more than connecting with clients. And I mean, really getting to know them well. I feel that understanding the big picture and knowing how it all works together allows me to provide fully customized wealth solutions that support their individual wants and needs.
But more than anything, I understand what’s important: the creation and protection of wealth, working to provide consistent returns and ensuring I do my best to stay in touch and on track with my clients' life goals and objectives.
Leslie Ballard, CIM®, CFP®
Senior Wealth Advisor, Associate Portfolio Manager
As a wealth professional with a degree in Finance, it’s probably no surprise that I am process-oriented and a highly analytical person. I create detailed financial and investment plans for each of our clients, but I know there is more to it than just the numbers.
I build deep connections with clients by taking the time to get to know what is important to them. The most successful wealth plans are developed with a real human element. One that speaks to a client’s wants, needs and desires and will have them covered every step of the way.
Claire Sevigny
Client Associate
Building a career in wealth management was a natural progression from my time spent working on the retail side of CIBC. Over the years, I have discovered that my real passion has been developing connections with our clients on a day-to-day basis.
I know that there is no single approach in this business and thoroughly enjoy creating a unique relationship with our clients. For me, it’s about the real understanding of value, connection and making a difference in the lives of people around us.
Rebecca (Becky) Foster
Client Associate
I’ve made wealth management my home for the last fifteen years and have always loved the opportunity it provides to help people on such a profound level.
Working with each client to make sure that they have what they need, are well taken care of along the way and know that someone is always on the other end of the line is what I’m most passionate about. I am proud of the strong relationships that I have formed with our clients.
Yasmin Giama
Client Associate
Recently making the move over from CIBC Retail Banking , I am enthusiastic about advancing my career within wealth management and have always been passionate about assisting clients in achieving their financial goals. I believe there is no cookie cutter way to achieving financial success and that it's important to listen to the unique needs and aspirations of our clients. I'm excited to be working with a strong team that is dedicated to tailoring strategies that support our clients objectives and to foster strong relationships that span generations.