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

The Rochon Financial Group

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About us

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About us

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

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Ron Rochon

Ron Rochon, B.Comm., CIM, FCSI

Senior Wealth Advisor
Senior Portfolio Manager

Tel:

(306) 975-3810
Opens in your telephone provided application.

Email:

ron.rochon​@cibc.ca
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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

John Rochon, CIM, B.Comm.

Associate Investment Advisor
Portfolio Manager
Certified Financial Planner

Tel:

(306) 975-3822
Opens in your telephone provided application.

Email:

john.rochon​@cibc.ca
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

Abbie Mergen, CFP®, PFP

Associate Investment Advisor

Tel:

(639) 220-0325
Opens in your telephone provided application.

Email:

abbie.mergen​@cibc.com
Opens in your email provided application.
Linkedin
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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

Tina Oshaway

Client Associate

Tel:

(306) 975-3838
Opens in your telephone provided application.

Email:

tina.oshaway​@cibc.com
Opens in your email provided application.
Linkedin
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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.

Ron Rochon

Ron Rochon, B.Comm., CIM, FCSI

Senior Wealth Advisor

Senior Portfolio Manager

Tel:

(306) 975-3810

Email:

ron.rochon​@cibc.ca

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

John Rochon, CIM, B.Comm.

Associate Investment Advisor

Portfolio Manager

Certified Financial Planner

Tel:

(306) 975-3822

Email:

john.rochon​@cibc.ca

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

Abbie Mergen, CFP®, PFP

Associate Investment Advisor

Tel:

(639) 220-0325

Email:

abbie.mergen​@cibc.com

Opens in your telephone provided application. Opens in your email provided application.
Linkedin
Opens in a new tab.

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

Tina Oshaway

Client Associate

Tel:

(306) 975-3838

Email:

tina.oshaway​@cibc.com

Opens in your telephone provided application. Opens in your email provided application.
Linkedin
Opens in a new tab.

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.

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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Colin Aldorfer

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist
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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

Michelle Unick, CFP, FMA

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Michael G. Kraik, BA, LLB, CIM, FCSI

Wealth Strategist
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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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
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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

Caroline Obee

Senior Trust and Estate Consultant
Opens in your telephone provided application.

Email:

caroline.obee​@cibc.com
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.

Colin Aldorfer

Colin Aldorfer, BA, B.Comm.

Estate Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Michelle Unick, CFP, FMA

Financial Planning Specialist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Kennedy Pocock, PFP, B.Comm.

Senior Private Banking Advisor

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Michael G. Kraik, BA, LLB, CIM, FCSI

Wealth Strategist

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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

Caroline Obee

Senior Trust and Estate Consultant

Email:

caroline.obee​@cibc.com

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.

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.

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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.