ALLAN BUSH INVESTMENT TEAM - Key Persons
When it comes to the client experience, Ashlee understands that building lasting connections with clients is the only way to truly make a difference.
For over a decade, she has made wealth management her home, most recently as a Manager of Client Experience in our CIBC Banking Centres where she helped clients with their financial needs and made sure they were well taken care of.
With her wealth of knowledge and effective communication skills, she is able to address many inquiries while ensuring the clients growing needs are met. Cheryl is responsible for building client relationships and providing exceptional client service. Her expertise is in Registered Education Savings Plans, Tax-Free Savings Accounts and other registered products. As the founder of our "no voicemail policy during business hours" her cheerful voice will be your first point of contact.
Kathleen has been with CIBC for over 35 years.
Kathleen is responsible for day-to-day client administration, including account opening, meeting preparation, and financial transaction records.
For the last 20+ years, Kelly has been helping clients of CIBC Wood Gundy and is a Registered Representative with the Investment Industry Regulatory Organization of Canada.
She understands that the most important work that she does is give back to her community, and was a past recipient of CIBC Wood Gundy's Achievers Award in the category of Philanthropy. On our team, she helps with day-to-day client administration and enjoys the strong relationships that she's formed over the years.
Robert has been with Allan for over 15 years and brings over two decades of experience and expertise in dealing with the financial needs of clients.
He is responsible for overseeing the operations of the practice and works side-by-side with Allan in managing and developing the business.