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 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 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.

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 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.

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.

As a Financial Planning Specialist, Jamie's goal is provide a comprehensive financial planning experience taking an in-depth approach to understanding client's unique situation. Jamie began his career in 2002 while completing his undergraduate degree at Wilfrid Laurier. Jamie is a Certified Financial Planner, holds the CIM designation, and has completed an MBA from Dalhousie University. Jamie brings over 15 years of industry experience working as a business owner and Financial Planner.

Manjit works closely with CIBC Advisors and their high net worth clients to create tax-efficient insurance strategies that build and protect their wealth. Whether your clients are in the early years of accumulation or considering personal or corporate succession options, Manjit will work with you to create a holistic plan that is tailored to your client’s unique financial goals and needs.

A key part of Alla's role is to provide clients and their family with convenience, flexibility and peace of mind through the services and the financial solutions she offers. She starts by understanding her client's financial goals, whether in terms of cash and credit management, investments or planning, and develops services customized to their unique needs. Along with her Associate she offers highly personalized, proactive attention, along with timely, professional and reactive services. Alla has been in the financial services industry since 2006.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and 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. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.