PIB WEALTH MANAGEMENT - Key Persons

Chad Buchan

Job Titles:
  • Admin, CFP® Financial Planner

Chris Blanchet

Job Titles:
  • Wealth Advisor

Chris Wood

Job Titles:
  • Wealth Advisor

Cindy Erb

Job Titles:
  • Member of the Client Care Team
  • Client Care Associate
Cindy joined the PIB Wealth Management team in March 2003 as Financial Services Assistant. She approaches all aspects of her job with a positive, hard-working mindset, and is passionate about helping clients and advisors find solutions to challenges. She is primarily responsible for the processing and administration for Worldsource Financial Management accounts.

David Doig

Job Titles:
  • Wealth Advisor

Devon King

Job Titles:
  • Member of the Client Care Team
  • Client Care Associate

Karen Horn

Job Titles:
  • Member of the Client Care Team
  • Client Care Representative

Lana Thompson

Job Titles:
  • Member of the Client Care Team
  • Client Care Associate

Lori Kyte

Job Titles:
  • Member of the Client Care Team
  • Client Care Associate
Lori originally began her career with PIB Wealth Management in 2000. Throughout the years she balanced work with raising a young family and returned full-time to the PIB Wealth Management team in 2018. She primarily is responsible for the administration of the Home Hardware Corporate Pension Plan. She is often considered quiet but immensely kind; Lori is applauded for her dedication, thorough and organized nature, and hardworking attitude.

Lori Moser

Job Titles:
  • Wealth Advisor
  • Wealth Advisor, PIB Wealth Management and Worldsource Financial Management Inc
Lori has been in the financial services industry since 1994. She is a graduate of Conestoga College, with a diploma in Accounting. Before joining PIB Wealth Management in 2016, Lori worked at one of Canada's largest wealth planning firms and a global financial institution, expanding her knowledge about the various financial tools available to clients at every stage of the wealth planning process. As the team's specialist in group retirement services, Lori brings her experience in helping clients build wealth and employers select and implement group retirement plans.

Nancy Miller

Job Titles:
  • Member of the Client Care Team
  • Client Care Associate

Sara Daniel

Job Titles:
  • Wealth Advisor
  • Wealth Advisor, PIB Wealth Management and Worldsource Financial Management Inc
Sara's career in the finance industry began in 2007 when she joined Scotiabank as a Customer Service Representative. After graduating from Conestoga College, she transitioned into the private banking sector for an additional 4 years. In 2019 she moved to Sun Life as a Wealth Desk Administrator where she obtained her mutual funds license. Sara recently joined the PIB Wealth Management team and continues to work towards her CFP designation. She provides attentive, personal communication in response to requests from clients. Sara believes in a client-centric approach and focuses on building long-term, strong client relationships.