Martyn works with our clients to help them preserve and maximize their estate values. His expertise includes strategies that cover all forms of life and living benefits insurance for both business and personal needs. Martyn has been assisting clients with their insurance needs since 1990, and specializing in estate planning since 1997.

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 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.