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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

RW Wealth Advisory Group

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About us

Address 126 Wellington St. West, Suite 100 Barrie ON, L4N 1K9
Telephone Number (705) 720-1406
Email Email us
Email Email
Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Ryan White photo

Ryan White, FMA, CIM, PFP

Portfolio Manager

Investment Advisor

Tel:

(705) 720-1406

Email:

Ryan.White@cibc.com

Ryan is the Senior Portfolio Manager on the RW Wealth Advisory Group. As a licensed Portfolio Manager, Ryan has over 20 years of investment experience in financial markets. Ryan works closely alongside our clients and looks at a comprehensive holistic approach for you and your family’s unique financial needs.

I take the time to find out what really matters, whether it’s saving towards a major dream purchase, planning for your retirement, helping a loved one with their education or leaving a legacy that is important to you.

Ryan is an active member within the local Barrie Community and various organizational communities.

Kevin Godfrey photo

Kevin Godfrey, PFP

Investment Advisor

Tel:

(705) 728-2282

Email:

kevin.godfrey@cibc.com

Kevin has worked for some of the largest banks in the UK before immigrating from Scotland. He has over 15 years of experience of navigating financial markets in retail and investment banking. Ten of these have been with CIBC.

His approach is simple.

He will work with you and your family to develop a solid financial plan by focusing on what really matters to you. This could be the retirement you deserve, saving for your children’s education or wealth preservation and estate transfer.

Being Scottish, Kevin is an avid golfer and lives in Bradford with his partner Monica. He is an active member within the local Newmarket and Bradford Communities and actively raises money for charities such as the Canadian Cancer society, SickKids and United Way.

Michelle Byers

Michelle Byers

Client Associate

Tel:

(705) 737-6781

Email:

michelle.byers@cibc.com

Michelle has over 18 years in the financial service industry bringing with her the experience, professionalism and problem solving skills our clients need for their unique circumstances. She can help our clients with all day-to-day administration needs and also is registered with CIRO to aid with any transactional trading as well. Michelle lives with her family in the peaceful Coldwater/Oro Medonte community. Over the years she has been quite active in the Orillia community donating her time to various local organizations and charities that are important to her. In her downtime she loves playing a round of golf or traveling to new destinations with her family. She is a valued asset to the RW Wealth Advisory Group and are proud to have her aboard.

headshot

Valerie Proud

Client Associate

Tel:

(705) 720-1423

Email:

Valerie.proud@cibc.ca

Valerie has over 30 years of experience as an administrator and has been with CIBC Wood Gundy for over 30 years. Valerie is a key component in the day-to-day coordination of client services and marketing. Her familiarity with the demands of clients' administration requirements and back office operations enables her to better understand the needs of the many clients she communicates with every day. Valerie is a key contributor to the success of our team. In her off time, she loves to spend time with her family and spend time with her dogs!

Manuel Rebelo image

Manuel Rebelo

Managing Director Tax And Estate Planning

Tel:

(905) 566-1744

Email:

manuel.rebelo@cibc.com

As a CIBC Director, Trust Services, my goal is to provide you and your family with confidence and peace of mind. We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

In the financial services industry since 1988

With CIBC since 1997

Certified Professional Consultant on Aging (CPCA)

Trust and Estate Practitioner (TEP)

Fluent in Portuguese

andrew warden photo

Andrew Warden

Senior Private Banking Advisor

Tel:

(705) 725-1947

Email:

andrew.warden@cibc.com

As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer. Once I understand my clients goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. I can quickly understand my clients needs and assemble a team that will structure a solution to best meet their short, medium and long-term goals.

Ryan White photo

Ryan White, FMA, CIM, PFP

Portfolio Manager
Investment Advisor
(705) 720-1406
Opens in your telephone provided application.
Ryan.White​@cibc.com
Opens in your email provided application. Opens in a new tab.

Ryan is the Senior Portfolio Manager on the RW Wealth Advisory Group. As a licensed Portfolio Manager, Ryan has over 20 years of investment experience in financial markets. Ryan works closely alongside our clients and looks at a comprehensive holistic approach for you and your family’s unique financial needs.

I take the time to find out what really matters, whether it’s saving towards a major dream purchase, planning for your retirement, helping a loved one with their education or leaving a legacy that is important to you.

Ryan is an active member within the local Barrie Community and various organizational communities.

Kevin Godfrey photo

Kevin Godfrey, PFP

Investment Advisor
(705) 728-2282
Opens in your telephone provided application.
kevin.godfrey​@cibc.com
Opens in your email provided application. Opens in a new tab.

Kevin has worked for some of the largest banks in the UK before immigrating from Scotland. He has over 15 years of experience of navigating financial markets in retail and investment banking. Ten of these have been with CIBC.

His approach is simple.

He will work with you and your family to develop a solid financial plan by focusing on what really matters to you. This could be the retirement you deserve, saving for your children’s education or wealth preservation and estate transfer.

Being Scottish, Kevin is an avid golfer and lives in Bradford with his partner Monica. He is an active member within the local Newmarket and Bradford Communities and actively raises money for charities such as the Canadian Cancer society, SickKids and United Way.

Michelle Byers

Michelle Byers

Client Associate
(705) 737-6781
Opens in your telephone provided application.
michelle.byers​@cibc.com
Opens in your email provided application. Opens in a new tab.

Michelle has over 18 years in the financial service industry bringing with her the experience, professionalism and problem solving skills our clients need for their unique circumstances. She can help our clients with all day-to-day administration needs and also is registered with CIRO to aid with any transactional trading as well. Michelle lives with her family in the peaceful Coldwater/Oro Medonte community. Over the years she has been quite active in the Orillia community donating her time to various local organizations and charities that are important to her. In her downtime she loves playing a round of golf or traveling to new destinations with her family. She is a valued asset to the RW Wealth Advisory Group and are proud to have her aboard.

Valerie Proud

Client Associate
(705) 720-1423
Opens in your telephone provided application.
Valerie.proud​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Valerie has over 30 years of experience as an administrator and has been with CIBC Wood Gundy for over 30 years. Valerie is a key component in the day-to-day coordination of client services and marketing. Her familiarity with the demands of clients' administration requirements and back office operations enables her to better understand the needs of the many clients she communicates with every day. Valerie is a key contributor to the success of our team. In her off time, she loves to spend time with her family and spend time with her dogs!

Manuel Rebelo image

Manuel Rebelo

Managing Director Tax And Estate Planning
(905) 566-1744
Opens in your telephone provided application.
manuel.rebelo​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a CIBC Director, Trust Services, my goal is to provide you and your family with confidence and peace of mind. We offer services as a professional executor, power of attorney for property or trustee. We 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. We have the expertise to execute or assist others to execute that role effectively and efficiently.

In the financial services industry since 1988

With CIBC since 1997

Certified Professional Consultant on Aging (CPCA)

Trust and Estate Practitioner (TEP)

Fluent in Portuguese

andrew warden photo

Andrew Warden

Senior Private Banking Advisor
(705) 725-1947
Opens in your telephone provided application.
andrew.warden​@cibc.com
Opens in your email provided application. Opens in a new tab.

As a Senior Private Banking Advisor, I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer. Once I understand my clients goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. I can quickly understand my clients needs and assemble a team that will structure a solution to best meet their short, medium and long-term goals.

 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.