Ron Rochon, B.Comm., CIM, FCSI
Tel:
(306) 975-3810Email:
ron.rochon@cibc.caThe Senior Wealth Advisor of the Rochon Financial Group, Ron focuses his energies on client relationships, the investing process, and helping clients with their insurance and estate planning needs. He believes a client's financial needs are best served by a team approach. Ron has worked at CIBC Wood Gundy since 1979 and he is still excited by the business and the opportunities it presents. Ron is a huge sports fan, particularly basketball and he enjoys the challenge of improving his golf game. He and his wife Camille are currently blessed with six young grandchildren who are good at keeping them running!
John Rochon, CIM, B.Comm.
Tel:
(306) 975-3822Email:
john.rochon@cibc.caAs an Associate Wealth Advisor with the Rochon Financial Group, John is the co-advisor for our three in-house portfolios as well as in charge of completing all clients' financial needs analysis. John completed his Bachelor of Commerce degree at the University of Saskatchewan with a major in finance while playing on the U of S Huskie Basketball Team. John is a Certified Financial Planner (CFP) and registered Portfolio Manager. He and his wife Robyn are very busy with their two daughters, Ellie & Scottie. The family enjoy spending their spare summer weekends with Robyn's family at Christopher Lake.
Abbie Mergen, CFP®, PFP
Tel:
(639) 220-0325Email:
abbie.mergen@cibc.comAbbie Mergen joined the Rochon Financial Group as an Associate Investment Advisor in 2022. She worked at CIBC bank for 15 years, and was most recently at the 8th and Circle Banking Centre branch as a Senior Financial Advisor. Abbie is an experienced financial planner who holds her Certified Financial Planner and Personal Financial Planner designations. Her thoughtful & hard working nature have proven to be an excellent fit with our team. She grew up in southern Saskatchewan near Assiniboia and spent time during her career with CIBC in Regina, Winnipeg and Weyburn before settling in Saskatoon and buying a home in River Heights where she lives with her partner and their dog Stanley.
Tina Oshaway
Tel:
(306) 975-3838Email:
tina.oshaway@cibc.comTina is the Rochon Financial Group Client Associate, she is your contact for money transfers, tax receipts, duplicate statements. Her warm personality and broad industry knowledge make her a great fit for our team. She has over 25 years of investment industry experience and is fully registered. She is originally from Prince Albert but has lived in Saskatoon for many years.
Ron Rochon, B.Comm., CIM, FCSI
Senior Wealth Advisor
Senior Portfolio Manager
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.The Senior Wealth Advisor of the Rochon Financial Group, Ron focuses his energies on client relationships, the investing process, and helping clients with their insurance and estate planning needs. He believes a client's financial needs are best served by a team approach. Ron has worked at CIBC Wood Gundy since 1979 and he is still excited by the business and the opportunities it presents. Ron is a huge sports fan, particularly basketball and he enjoys the challenge of improving his golf game. He and his wife Camille are currently blessed with six young grandchildren who are good at keeping them running!
John Rochon, CIM, B.Comm.
Associate Investment Advisor
Portfolio Manager
Certified Financial Planner
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.As an Associate Wealth Advisor with the Rochon Financial Group, John is the co-advisor for our three in-house portfolios as well as in charge of completing all clients' financial needs analysis. John completed his Bachelor of Commerce degree at the University of Saskatchewan with a major in finance while playing on the U of S Huskie Basketball Team. John is a Certified Financial Planner (CFP) and registered Portfolio Manager. He and his wife Robyn are very busy with their two daughters, Ellie & Scottie. The family enjoy spending their spare summer weekends with Robyn's family at Christopher Lake.
Abbie Mergen, CFP®, PFP
Associate Investment Advisor
Opens in your telephone provided application. Opens in your email provided application.Abbie Mergen joined the Rochon Financial Group as an Associate Investment Advisor in 2022. She worked at CIBC bank for 15 years, and was most recently at the 8th and Circle Banking Centre branch as a Senior Financial Advisor. Abbie is an experienced financial planner who holds her Certified Financial Planner and Personal Financial Planner designations. Her thoughtful & hard working nature have proven to be an excellent fit with our team. She grew up in southern Saskatchewan near Assiniboia and spent time during her career with CIBC in Regina, Winnipeg and Weyburn before settling in Saskatoon and buying a home in River Heights where she lives with her partner and their dog Stanley.
Tina Oshaway
Client Associate
Opens in your telephone provided application. Opens in your email provided application.Tina is the Rochon Financial Group Client Associate, she is your contact for money transfers, tax receipts, duplicate statements. Her warm personality and broad industry knowledge make her a great fit for our team. She has over 25 years of investment industry experience and is fully registered. She is originally from Prince Albert but has lived in Saskatoon for many years.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Colin Aldorfer, BA, B.Comm.
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.
Michelle Unick, CFP, FMA
Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.
She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.
As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.
Kennedy Pocock, PFP, B.Comm.
As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her 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.
Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.
Michael G. Kraik, BA, LLB, CIM, FCSI
Michael obtained his B.A. and a Teaching Certificate from the University of Manitoba before attending Osgoode Hall Law School in Toronto and holds several financial industry designations.
Before coming to CIBC Private Wealth, he serially held roles in both law and management with several of Canada’s largest insurance, bank, credit union, and securities companies.
Michael has been with CIBC Private Wealth since March 2020; delivering comprehensive, broad-spectrum recommendations that involve all aspects touching client decision-making: risk-management, corporate taxation, business succession, and estate planning.
Drawing upon his legal experience and knowledge, he is also able to conduct a review of existing client legal structures and relevant documents to ensure that clients are on track to achieve their various life and planning objectives.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Caroline Obee
Email:
caroline.obee@cibc.comAs a CIBC Senior Trust and Estate Consultant, 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.
Colin Aldorfer, BA, B.Comm.
Estate Planning Specialist
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.
Michelle Unick, CFP, FMA
Financial Planning Specialist
Michelle holds both Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. She has spent the last 28 years working with several leading financial institutions in a variety of roles in Saskatchewan and Alberta providing financial planning, investment management, estate planning and banking advice to clients.
She is a lifelong learner who continues studying to maintain leading edge thinking. Michelle is from small town Saskatchewan and grew up working in the family business. She loves to travel and spend time with her family.
As a wealth planning specialist, Michelle works with individuals and business owners to provide comprehensive financial planning advice and solutions.
Kennedy Pocock, PFP, B.Comm.
Senior Private Banking Advisor
As a Senior Private Banking Advisor, Kennedy believes it is important to understand her clients’ values, dreams and goals, and to provide them with the financial stewardship to help realize them. Once she understand her clients’ goals, she engages her 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.
Kennedy offers clients convenience, flexibility and peace of mind so they can focus on what’s important to them without worrying about their finances. Kennedy and her associate offer highly personalized, proactive attention, along with timely, professional and reactive services. She has been with CIBC since 2009.
Michael G. Kraik, BA, LLB, CIM, FCSI
Wealth Strategist
Michael obtained his B.A. and a Teaching Certificate from the University of Manitoba before attending Osgoode Hall Law School in Toronto and holds several financial industry designations.
Before coming to CIBC Private Wealth, he serially held roles in both law and management with several of Canada’s largest insurance, bank, credit union, and securities companies.
Michael has been with CIBC Private Wealth since March 2020; delivering comprehensive, broad-spectrum recommendations that involve all aspects touching client decision-making: risk-management, corporate taxation, business succession, and estate planning.
Drawing upon his legal experience and knowledge, he is also able to conduct a review of existing client legal structures and relevant documents to ensure that clients are on track to achieve their various life and planning objectives.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Caroline Obee
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.As a CIBC Senior Trust and Estate Consultant, 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.