BABIN INVESTMENT MANAGEMENT - Key Persons
Alisha grew up in the small town of Foam Lake, Saskatchewan. After graduating from high school she attended Saskatoon Business College where she obtained a Financial Services Assistant certificate. After spending 13 years working in the insurance and mutual fund side of the business, Alisha decided to join the Babin Investment Management team at CIBC Wood Gundy. With her Life Insurance license and being registered with CIRO, she possesses a deep understanding of the intricacies of the investment world.
Outside of her professional life, Alisha finds joy in her role as a loving wife to Nathan and a proud mother to Brynn and Wyatt. As an active member of her community, she serves as the treasurer for the St. Augustine School Playground Committee, where she contributes her financial expertise to support the development of a safe and engaging playground for the children.
During her leisure time, Alisha indulges in her passion for reading, finding solace and inspiration within the pages of a book. She also enjoys engaging in friendly competition through board games and unwinding with family movie nights. Summers at Fishing Lake hold a special place in her heart, where she relishes in the beauty of nature and creates lasting memories with her family.
Job Titles:
- Senior Trust and Estate Consultant
Job Titles:
- 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.
Job Titles:
- Investment Advisor
- Portfolio Manager
- CIM / Investment Advisor
- Investment Advisor With the
Eric joined CIBC Woody Gundy in 2017 as an Investment Advisor with the Babin Investment Management team. Throughout his first six years in the industry, he wrote all of the exams to attain his Chartered Investment Manager (CIM) designation and earned the title of Portfolio Manager. He earned his Bachelor of Commerce from the University of Saskatchewan in 2011, where he graduated with distinction.
Having grown up with a father in the industry, Eric learned about the importance of sound financial planning at a young age. Eric has a passion for building lasting relationships, and takes pride in being someone that people can trust. Whether it's in business, sport, or personal relationships, Eric is seen as a leader and someone that people rely on when they are in need.
Eric also enjoys being active and spends his free time playing hockey, volleyball and baseball. He and his wife Pam love spending time at the lake with their kids Nolan and Lauren.
Erin joined CIBC Wood Gundy in 2016, after spending seven years at a leading bank-owned firm. She earned her Bachelor of Commerce degree, with a major in finance, from the University of Saskatchewan. Over the years, she has completed the Canadian Securities Course, Wealth Management Essentials Course and the Life Insurance Exam.
Erin is focused on continuing her education and expanding her knowledge within the industry. She is fully licensed as a Registered Representative and is able to provide quotes or enter orders on your behalf. Erin can also answer a variety of questions on client accounts and payments and is committed to providing excellent customer service.
Outside of work, Erin enjoys spending time with her husband, Mike, and their kids, Avery & Theo. As a family they love going on bike rides and playing basketball, lacrosse and flag football. In the community, Erin has volunteered her time with the Saskatoon Minor Basketball Association, Ronald McDonald House and other various organizations in Saskatoon.
Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.
Job Titles:
- 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.
Job Titles:
- Senior Portfolio Manager
- CIM
Mark joined CIBC Wood Gundy in 2013, after spending nearly 27 years with a leading bank-owned firm, where he was a Portfolio Manager and Branch Manager.
Mark's background has shaped his investment philosophy and discipline. He grew up on the family farm near Eston, SK, where the importance of diversification and saving for a rainy day (or lack of rain) were stressed. He started as an investment advisor just before the stock market crash of 1987. This exemplified the need for proper asset allocation and investment selection to withstand market fluctuations no matter how large.
In 2010 he began the process to move his practice to a discretionary model as he found his clients' busy lifestyle required an advisor who could make day-to-day decisions for their investment portfolios based on long term objectives. This transition has been embraced by his clients as it has freed them from routine investment decisions, all the while knowing their investments are taken care of.
Mark has served on many community projects and organizations including his church board, Terry Fox Tour of Hope, Kinsmen Club of Saskatoon and coaching minor hockey for 16 years to name a few.
Mark enjoys snowboarding, waterskiing, golfing and playing hockey in his leisure time. He and his wife Doreen have six adult children.
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.
Scott joined the Babin Investment Management team in 2021, after spending almost 6 years as a finance manager with a leading automotive group in Saskatoon. He earned a Bachelor of Commerce degree in management from the University of Saskatchewan in 2019. Before starting, Scott completed his Canadian Securities designation (CSC) and will be continuing his education moving forward.
Scott is eager to enter the industry and is most excited about building and maintaining long-lasting relationships with his clients. From a young age, he has excelled in social situations and has a passion for meeting new people from all different backgrounds.
Away from work, Scott enjoys keeping active and playing sports. Specifically hockey, snowboarding, and being outside. He and his girlfriend Kayla share their dog Niyah and love taking her for long walks in the summer.
Tamara joined the Babin Investment Management team in 2023. With a Bachelor's degree in Anthropology earned from the University of Saskatchewan in 2022 and an ongoing pursuit of the Canadian Securities Course (CSC) certification, Tamara is an avid learner and is constantly working towards personal and professional growth. Eager to progress within the industry, Tamara is committed to doing her best for her team and valued clients.
Away from work, Tamara has a passion for music, film, and travel. She spends her downtime with her cat and partner, Cameron.