PUNSHON FLEMING FINANCIAL GROUP - Key Persons
Abbey graduated from the University of Regina, majoring in Economics. While completing her degree at the University of Regina, she worked as a Customer Service Representative with a local CIBC branch. Abbey has completed the Canadian Investment Funds Course and is working on completing her Canadian Securities Course and Conduct & Practices Course. Joining the team in 2022, Abbey works with Stephanie to provide the team with outstanding client service with day-to-day administrative responsibilities.
Abbey enjoys spending time with her family at the cabin, reading, baking, and trying new restaurants with friends.
Job Titles:
- Estate Planning Specialist
- Insurance Planner
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:
- CIBC 's Tax Expert
- Managing Director Tax and Estate Planning
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.
Job Titles:
- Estate Consultant
- Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She 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. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
Kevin has provided wealth advice since 1988 and leads the Punshon Fleming Financial Group. His sound investment philosophy and wealth management strategies have allowed clients peace of mind to focus on what they love to do. Kevin's clients include individuals, corporations, foundations and associations, all requiring unique financial advice. Selected by senior management, Kevin has been a key member of various CIBC Wood Gundy advisory committees. Kevin led CIBC Wood Gundy in Regina for seven years as Branch Manager.
Kevin is passionate about giving back to the community in many ways. He sat on the Jim Pattison Children's Hospital board for three terms and played an instrumental role on their Finance Committee. Kevin is honoured to be part of the team that opened a children's hospital for Saskatchewan families. He and his wife Lori love to spend time with their adult children, Sarah and Jeff, and their families. Kevin's hobbies include hunting, fishing, retriever training, and adventures in the great outdoors.
In 2022, Kevin was recognized as one of Canada's Top Wealth Advisors: Best in Province for 2022, as part of the Globe and Mail and SHOOK Research ranking.
Shawn has worked in the financial services industry since 2008 and joined the team in 2017. Shawn is passionate about helping people manage their wealth, working alongside Kevin to lead the team's overall wealth strategies and investment management. Shawn is both insurance and option licensed. He studied Business and Finance, holds the Chartered Investment Manager (CIM®) designation and is a Fellow of CSI (FCSI®) designation holder. Shawn is also a Certified Financial Planner® (CFP®), demonstrating the knowledge, skills, experience, and ethics to provide holistic financial planning strategies. He believes in the team's philosophy of owning quality investments, understanding your various time frames relating to your goals, and being well-diversified.
Shawn values giving back to his community in various ways and works with local charities that are important to him. He has two beautiful children, Hudson and Blakely, who are both in elementary school. You can find him reading and travelling when he isn't coaching and cheering his kids on at the local dance studio or hockey rink.
Shoieb (Steve) Abdullah graduated with distinction from the University of Regina, majoring in Finance. He joined the Punshon Fleming Financial Group in 2017, coming from the Government of Saskatchewan, bringing his analytical and research expertise. His attention to detail and fresh ideas help the team with exceptional client service and market research. His passion for following the markets and economy makes him an excellent asset for our clients. Shoieb (Steve) works closely with Kevin & Shawn in implementing their client's financial and estate plans, using the team's personalized "Monitoring Your Progress" chart, providing clients peace of mind and confidence with their financial security during all market cycles.
Stephanie Taylor has over 30 years of administrative experience and has worked alongside Kevin since 2000. She is responsible for coordinating and overseeing all of the administrative aspects of the team. Organization and problem-solving are two of Stephanie's key strengths. In addition, she enjoys the daily interaction with their clients while also providing excellent service working with executors, families, lawyers, and accountants settling our client's estates. Stephanie is our go-to person during tax season and supplies detailed tax packages to clients and their accountants.
She enjoys family time with her husband Rod and their two sons, Henry and Jack. She loves to travel, spend time at the lake, and her second job as a "Hockey Mom."