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 CIBC Private Wealth Management, CIBC Wood Gundy
 Allan Bush Investment Team, Better Together.
 CIBC Private Wealth Management, CIBC Wood Gundy
 Allan Bush Investment Team, Better Together.
  • Home
  • Team
    • Our team
    • Our partners
  • About
    • Our philosophy
    • Our process & services
    • What clients say
  • Community
  • Blog
  • Contact us

Our team

Our team

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Allan Bush

Senior Wealth Advisor

Tel:

(519) 883-5353

Opens in your telephone provided application.

Email:

allan.bush@cibc.ca

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Linkedin
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As the leader of the Allan Bush Investment Team, Allan has three decades of experience and a wealth of knowledge.

Since 1987 he has been developing successful financial plans and finding the right investment and insurance solutions.

He is the team’s Chief Strategist for clients – he determines financial priorities, develops an individual roadmap while choosing the appropriate financial solutions to help get them there.

In addition, he himself has experienced the process of building up and selling a business. Allan oversees the investment practice and with his six-person team, they bring together 150+ years of expertise.

Robert W. Paterson, FCSI, FMA

Associate Wealth Advisor

Tel:

(519) 883-5357

Opens in your telephone provided application.

Email:

robertw.paterson@cibc.ca

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Robert has been with Allan for over 20 years and brings over three 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.

Michelle Chiang

Administrative Assistant

Tel:

(519) 883-5358

Opens in your telephone provided application.

Email:

michelle.chiang1@cibc.com

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Michelle has extensive experience in both the retail banking and wealth management sector. Previously a Manager of Client Services with another financial institution, Michelle's wide breadth of knowledge in registered products and administration provides our clients with the expertise and attention to detail they have come to expect with the Allan Bush investment Team.

Michelle is fluent in Mandarin & Cantonese.

Ashlee Maharaj

Administrative Assistant

Tel:

(519) 883-5331

Opens in your telephone provided application.

Email:

ashlee.maharaj@cibc.com

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When it comes to the client experience, Ashlee understands that building lasting connections with clients is the only way to truly make a difference. With over 15 years' experience she has made wealth management her home. Previously a Manager of Client Experience in our CIBC Banking Centre's, Ashlee now manages Allan's hectic work schedule, co-ordinates monthly client's seminars, client appreciation nights and liaisons with our Marketing and Compliance Departments to ensure our events meet the highest industry standards.

Jelena Nastic

Administrative Associate

Tel:

(519) 883-5306

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Email:

Jelena.Nastic@cibc.com

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Jelena is originally from Belgrade, Serbia and has a university degree in management.

Married, with 2 girls, she is fluent in Serbian, Croatian and Bosnian. She has been in our industry for 5 years, including a Financial Advisor role at another financial institution. Jelena is responsible for the processing of clients’ trades, requests for money, RESP withdrawals, estates and more.

Kathleen Warkentin

Client Associate

Tel:

(519) 883-5356

Opens in your telephone provided application.

Email:

kathleen.warkentin@cibc.com

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With 45 years employment at CIBC & CIBC Wood Gundy Kathleen provides excellent client service and has a wide knowledge of investment products. Her area of expertise is all in the details as she is responsible for day to day client administration, including account opening, setting up online access, meeting preparation and financial transaction records.

Allan Bush

Senior Wealth Advisor
(519) 883-5353
allan.bush​@cibc.ca
Linkedin

As the leader of the Allan Bush Investment Team, Allan has three decades of experience and a wealth of knowledge.

Since 1987 he has been developing successful financial plans and finding the right investment and insurance solutions.

He is the team’s Chief Strategist for clients – he determines financial priorities, develops an individual roadmap while choosing the appropriate financial solutions to help get them there.

In addition, he himself has experienced the process of building up and selling a business. Allan oversees the investment practice and with his six-person team, they bring together 150+ years of expertise.

Robert W. Paterson, FCSI, FMA

Associate Wealth Advisor
(519) 883-5357
robertw.paterson​@cibc.ca

Robert has been with Allan for over 20 years and brings over three 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.

Michelle Chiang

Administrative Assistant
(519) 883-5358
michelle.chiang1​@cibc.com

Michelle has extensive experience in both the retail banking and wealth management sector. Previously a Manager of Client Services with another financial institution, Michelle's wide breadth of knowledge in registered products and administration provides our clients with the expertise and attention to detail they have come to expect with the Allan Bush investment Team.

Michelle is fluent in Mandarin & Cantonese.

Ashlee Maharaj

Administrative Assistant
(519) 883-5331
ashlee.maharaj​@cibc.com

When it comes to the client experience, Ashlee understands that building lasting connections with clients is the only way to truly make a difference. With over 15 years' experience she has made wealth management her home. Previously a Manager of Client Experience in our CIBC Banking Centre's, Ashlee now manages Allan's hectic work schedule, co-ordinates monthly client's seminars, client appreciation nights and liaisons with our Marketing and Compliance Departments to ensure our events meet the highest industry standards.

Jelena Nastic

Administrative Associate
(519) 883-5306
Jelena.Nastic​@cibc.com

Jelena is originally from Belgrade, Serbia and has a university degree in management.

Married, with 2 girls, she is fluent in Serbian, Croatian and Bosnian. She has been in our industry for 5 years, including a Financial Advisor role at another financial institution. Jelena is responsible for the processing of clients’ trades, requests for money, RESP withdrawals, estates and more.

Kathleen Warkentin

Client Associate
(519) 883-5356
kathleen.warkentin​@cibc.com

With 45 years employment at CIBC & CIBC Wood Gundy Kathleen provides excellent client service and has a wide knowledge of investment products. Her area of expertise is all in the details as she is responsible for day to day client administration, including account opening, setting up online access, meeting preparation and financial transaction records.

There's No Question in Our Mind Who Comes First

So when it comes to your financial planning, we are an exclusive team that helps you achieve your goals with our unparalleled service.

Like all good partnerships, we will work together to ensure your needs are met, today and tomorrow. Our motto is “Better Together”. Here’s an introduction to our team of experts.

Internal Partners

Exclusive Financial Services

As part of your experience, we offer a complete array of exclusive financial services backed with the unified strength of CIBC Wealth Advisory Services.

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Team

We are an exclusive team that helps you achieve your goals with our unparalleled service.

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Philosophy

We have a different way of thinking about investing that is effective in any market cycle.

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Process

We have developed a defined process that will allows us to work directly with each client.

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Community

We have a strong belief that partnership goes beyond the business and into the community.

 


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Contact us

150 Caroline Street South, 3rd Floor,
Waterloo, Ontario, N2L 0A5, Canada

Phone: (519) 883-5353

Toll free: 1 (800) 891-1004

Fax: (519) 888-6887

allan.bush@cibc.ca

 

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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.