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 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.

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!

That warm friendly voice when you call is our very own Tatiyana Bekiri.  She has been a welcomed new addition to our team joining us in December 2021. Tatiyana lives with her family in the Barrie area and is studying to complete her Business Administration at Georgian College. Tatiyana came to us from CIBC retail and brings a lot of top notch customer and banking experience. Tatiyana is currently studying for her Canadian Securities Course and her Conduct and Practices to be licensed as an IR Representative.  This allows her to place trades and better serve our clients. In her spare time, Tatiyana loves to spend time with her family and loved ones.  She also enjoys traveling or trying out that tasty new restaurant. She looks forward to help serving you and your family.

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

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.