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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

Email:

allan.bush@cibc.ca

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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) 883-5353

Email:

robertw.paterson@cibc.ca

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.

Cheryl Schwende

Client Associate

Tel:

(519) 883-5355

Email:

cheryl.schwende@cibc.ca

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.

Kelly Gray, FMA

Financial Associate

Email:

kelly.gray@cibc.com

Kelly has been assisting in the wealth management industry for over 20 years.

Kelly is responsible for day-to-day client administration that includes, opening new accounts, preparing agendas for client meetings, and maintaining a daily record of all financial transactions.

 

Kathleen Warkentin

Client Associate

Email:

kathleen.warkentin@cibc.com

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.

Ashlee Maharaj

Administrative Assistant

Tel:

(519) 883-5331

Email:

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.

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.

Kelly Chafe

Financial Associate

Email:

kelly.chafe@cibc.com

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.

Allan Bush

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

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) 883-5353
robertw.paterson​@cibc.ca

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.

Cheryl Schwende

Client Associate
(519) 883-5355
cheryl.schwende​@cibc.ca

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.

Kelly Gray, FMA

Financial Associate
kelly.gray​@cibc.com

Kelly has been assisting in the wealth management industry for over 20 years.

Kelly is responsible for day-to-day client administration that includes, opening new accounts, preparing agendas for client meetings, and maintaining a daily record of all financial transactions.

 

Kathleen Warkentin

Client Associate
kathleen.warkentin​@cibc.com

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.

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.

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.

Kelly Chafe

Financial Associate
kelly.chafe​@cibc.com

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.

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: 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. 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.