Allan has been doing this since 1987, but longevity isn't really the most interesting thing about his career. People are.

Allan is endlessly interested in what makes people tick, what they're building, what they care about and what might be possible with the right plan and the right people around them.

It's why his conversations have never stayed neatly inside the boundaries of investments. He has worked with people through careers and businesses, retirement, family changes and the transfer of wealth from one generation to another. He has also experienced entrepreneurship from the inside, having built and sold a business himself.

His role is part strategist, part advisor and part person who asks the question nobody else around the table has thought to ask yet. For Allan, helping someone manage their wealth has never been the end goal. Helping them use it to become more of who they want to be is.

Robert believes financial planning is about creating the confidence and freedom for people to enjoy life on their own terms. He understands that wealth is not simply about numbers—it's about helping clients focus on what matters most, whether that's family, travel, personal passions, or future generations.

Robert has been a valued member of the Allan Bush Investment Team for more than 20 years and brings over three decades of experience serving the financial needs of clients. Working closely alongside Allan, he helps oversee the operations and continued growth of the practice.

Outside of the office, Robert has lived a life full of adventure. He was once signed to a recording contract, spent several years in Mexico as a scuba diving instructor, and has completed more than 1,500 dives. Today, he enjoys life with his family and their many pets.

Tom believes great financial advice begins with understanding people. He is fascinated by the personal relationship individuals have with money and finds the greatest satisfaction in helping clients turn complexity into clarity. For Tom, the best advice is honest, transparent, and always rooted in what is in the client's best interest.

Tom holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and has experience spanning accounting, commercial banking, and wealth management. Prior to joining the Allan Bush Investment Team, he spent five years in Commercial Banking with CIBC, helping business owners achieve their growth goals through customized lending solutions.

Outside of work, Tom enjoys spending time with his wife, their baby boy and dog, collecting watches, watching movies, and exploring Ontario through camping and cottaging.

Idrees believes great financial advice starts with understanding people. He is passionate about helping clients navigate important financial decisions with greater confidence and clarity, and finds the greatest satisfaction in helping people move from uncertainty to a place of security and purpose.

A graduate of Wilfrid Laurier University's Bachelor of Business Administration program, with a major in Finance and a minor in Economics, Idrees joined the Allan Bush Investment Team full-time in 2024 after completing two successful co-op terms. He  continues to develop his expertise in wealth management and investment planning.

Outside of work, Idrees enjoys spending time with family and friends, experimenting with new recipes, reading, and getting out on the golf course whenever possible.

Ashlee believes exceptional client experiences are built long before a meeting begins. She is passionate about creating the thoughtful support that helps clients feel valued, welcomed, and confident every step of the way. Whether coordinating appointments, managing communications, or planning client events, she takes pride in helping create an environment where meaningful relationships can thrive.

With more than 20 years of experience at CIBC, including over 15 years in retail banking and five years in wealth management, Ashlee plays an integral role in client service, administration, event planning, and day-to-day operations for the Allan Bush Investment Team.

Outside of work, Ashlee enjoys spending time with family and friends, exploring new places, trying new recipes, and creating memorable experiences that bring people together.

Michelle believes great client service is about helping people feel supported, understood, and confident throughout every stage of their financial journey. She is passionate about building trusted relationships and ensuring every client receives thoughtful, attentive support.

Michelle brings extensive experience in both retail banking and wealth management, with a strong background in client service, administration, and registered investment products. Prior to joining the Allan Bush Investment Team, she served as a Manager of Client Services with another financial institution. Fluent in both Mandarin and Cantonese, she enjoys supporting clients from diverse backgrounds and communities.

Outside of work, Michelle values spending time with family, building meaningful relationships, and supporting others both personally and professionally.

Jelena believes financial advice should empower people, not overwhelm them. She is passionate about helping clients understand their options, make informed decisions, and feel confident about their financial future. For her, the most rewarding part of the work is building trusted relationships and helping people navigate important financial decisions with greater clarity.

Jelena brings more than 20 years of experience across financial services, sales, marketing, and client relationship management. Prior to joining the Allan Bush Investment Team, she worked as a Financial Advisor at two other investment management firms. She has completed the CSC and CPH courses, the LLQP program, and is fluent in English, Serbian, Croatian, and Bosnian, with working knowledge of Russian.

Outside of work, Jelena is a proud tennis mom who spends much of her free time supporting her two daughters and staying active with family and friends.

Ana believes great client experiences are built on trust, accuracy, and attention to detail. She is passionate about ensuring the information behind every financial decision is complete, current, and reliable so clients can move forward with confidence.

Ana joined the Allan Bush Investment Team with a strong interest in wealth management and plays a key role in supporting both clients and advisors through account administration, documentation, and regulatory processes. She holds a Bachelor of Arts in Economics from Wilfrid Laurier University, has completed the CSC and CPH, and is currently pursuing her WME course.

Outside of work, Ana enjoys watercolor painting, digital scrapbooking, reading, and spending time with family and friends.

Ryan believes confidence comes from understanding. He is passionate about helping clients gain clarity and focus on what truly matters to their long-term financial well-being. For Ryan, the most rewarding part of wealth management is helping people feel informed, supported, and confident in their decisions.

Ryan joined the Allan Bush Investment Team in 2026 after completing two successful co-op terms with the practice. A graduate of Wilfrid Laurier University, he supports investment research and analysis while continuing to develop his expertise in investment management. Prior to joining the team full-time, he gained experience in marketing within the healthcare technology sector.

Outside the office, Ryan continues to pursue excellence both professionally and athletically. In 2026, he was selected by the Saskatchewan Roughriders in the CFL Draft.

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.

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.