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.

Colin Aldorfer is our Insurance Planner with almost 25 years of industry experience. He has earned the trust of clients and advisors alike, as a seasoned, respected and knowledgeable insurance professional. Armed with the knowledge and skills developed and honed over decades in the industry, Colin empathetically surveys each client's individual lifestyle and wealth position in crafting a personalized and customized protection plan.