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

The Rochon Financial Group

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WHY WORK WITH THE ROCHON FINANCIAL GROUP

 

• Our focused client base allows us to spend the time necessary to understand what really matters to clients and has led to strong, long-term, and often multigenerational relationships.


• Our team’s many decades of experience has given us the knowledge and expertise to handle our clients ever changing needs.


• John & Abbie hold the Certified Financial Planner (CFP) designation, they develop the financial plans necessary to meet our clients’ future needs and achieve their work optional lifestyles.


• We have disciplined processes in place to handle all our clients’ financial needs including our Rochon Financial Group “Top 20” when investing in individual equities.


• We provide discretionary portfolio management including asset allocation planning, asset selection and placement, rebalancing, and continuous monitoring to save you time and stress and allow you to do the things you want to do.


• Our investment approach has historically generated positive risk-adjusted rates of return.


• We keep in regular contact with our clients by conducting semi-annual reviews and calling throughout the year as investments mature or when other significant decisions have to be made.


• We often work as facilitators with other important advisors in our clients’ lives, including accountants, lawyers, and other CIBC partners.


• We offer competitive and flexible fees.


• We have a well-defined succession plan in place. Clients can be confident that the processes we put into place will continue over the long term.

 

 

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

My Team

 
Ron Rochon

Ron Rochon, B.Comm., CIM, FCSI

Senior Wealth Advisor
Senior Portfolio Manager
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John Rochon

John Rochon, CIM, B.Comm.

Associate Investment Advisor
Portfolio Manager
Certified Financial Planner
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Abbie Mergen

Abbie Mergen, CFP®, PFP

Associate Investment Advisor
LinkedIn
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Tina Oshaway

Tina Oshaway

Client Associate
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Contact us

Address

The Rochon Financial Group Address
410 22nd Street E.
Suite 1070
Saskatoon, SK S7K 5T6
Telephone number: (306) 975-3810
Toll-free: 1 (800) 561-3800
Fax: (306) 975-3832

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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.