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Client Management

Client Management

Global Asset Allocation

CIBC Asset Management's Client Servicing team is responsible for all servicing activities related to institutional clients located in Canada and abroad. The team comprises experienced and knowledgeable professionals who are dedicated to meeting client needs. Always promoting transparency within the investment process, our servicing professionals meet with clients regularly to discuss CIBC Asset Management's outlook for capital markets and to review performance and portfolio strategy.

The Business Development team is responsible for all sales activities in key markets where CIBC Asset Management has elected to compete. With a sound understanding of the financial marketplace and the sales process, the Business Development team is responsible for generating new and renewed interest in CIBC Asset Management's products and services. Through their constant interaction with clients, consultants, and other members of the financial community, the team remains abreast of the ever-changing needs of a dynamic marketplace - knowledge that has proven essential in the development of strong client solutions and relationships.

  • Kerry Stirton

    Kerry Stirton

    Institutional Advisory Group and Client Relations
    Managing Director

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    Joined CIBC Asset Management in 2012. Kerry is Managing Director, Institutional Advisory and Head of Client Relations, with respect to currency and asset allocation, equities, and fixed income asset classes, as well as all business development and client service activities.

    LL.M. Harvard Law School, M.A. University of Toronto, and B.A. from University of Oxford, where Mr. Stirton was a Rhodes Scholar.

    Over the 2005 to 2011 period, Mr. Stirton was a multi-strategy investment firm Partner and equity investment analyst with Goldman Sachs (New York, Toronto). Senior Research Analyst with Alliance Bernstein (New York) from 2001-2004. In the course of his investment career, Mr. Stirton has also advised large family offices and foundation investment committees in Canada and the United States.

  • Deborah Lewis

    Deborah Lewis, CFA

    Client Relations
    First Vice-President

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    Joined CIBC Asset Management Inc.'s predecessor firm in December 1994. Deborah is a member of the Client Relations and Communications teams.

    Deborah is a CFA charterholder.

    Vice-President responsible for Treasury, Marketing and Client Servicing at Barclays McConnell Limited (Toronto) from 1989 to 1994; Pension Representative with Maritime Life Assurance Company (Toronto) from 1987 to 1989; Accounts Officer with Canada Trust (Toronto) from 1986 to 1987; Client Service Officer and Senior Administrator with Montreal Trust Company of Canada (Toronto) from 1981 to 1985.

  • René Veillette

    René Veillette, CFA, CAIA

    Client Relations
    Vice-President

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    Joined CIBC Asset Management Inc.'s predecessor firm in November 1990. René is a member of the Client Relations team. He is responsible for servicing institutional clients in Canada and the United States. René also contributes to institutional business development and consultant relation activities.

    Bachelor of Commerce from McGill University (Montreal). René is also a CFA charterholder and a holder of the right to use the Chartered Alternative Investment Analyst designation.

    Responsible for client servicing and business development for pension plans at Confederation Life (Montreal) from 1984 to 1990.

  • Pierre Luc Gariépy

    Pierre Luc Gariépy, CFA

    Client Relations
    Vice-President

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    Joined CIBC Asset Management Inc. in February 2012. Pierre Luc is a member of the Client Relations team, responsible for servicing institutional clients.

    Bachelor of Science in Economics from Université de Montréal. Pierre Luc is also a CFA charterholder.

    Director at UBS Global Asset Management (Montreal) from 2010 to 2011; Independent Consultant (Montreal) from 2009 to 2010; Vice-President at Kensington Capital Partners Limited (Montreal) from 2007 to 2009; Vice President Ė Head of Investment Consultant Relations, Canada at Deutsche Asset Management (Montreal) from 2002 to 2006; Consulting Analyst at Watson Wyatt Canada (Montreal) from 2001 to 2002; Financial Analyst at SEI Inc. (Montreal) from 1998 to 2001; Portfolio Administrator at Canagex (Montreal) from 1996 to 1998.

  • Brian Lancaster

    Brian Lancaster, CFA, CAIA

    Client Relations
    Vice-President

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    Joined CIBC Asset Management Inc.'s predecessor firm in June 1997. Brian is a member of the Client Relations team. He is responsible for servicing institutional clients in Ontario.

    Bachelor of Arts in Honours Business Administration from the University of Western Ontario (London). Brian is also a CFA charterholder and a holder of the right to use the Chartered Alternative Investment Analyst designation.

    Vice-President, Mutual Funds at CIBC Asset Management Inc. (Toronto) from 1997 to 2001; Business Development Manager at CIBC Securities Inc. (Toronto) from 1995 to 1997; Regional Sales Manager for Hyperion Mutual Funds (Toronto) from 1994 to 1995; Marketing Representative at Templeton Management Ltd. (Toronto) from 1992 to 1994.

  • Ralph Daghfal

    Ralph Daghfal, CFA

    Institutional Business Development
    Vice-President

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    Joined CIBC Asset Management Inc. in March 2013. Ralph is a member of the firmís institutional business development team and, with his peers, is responsible for generating business opportunities by developing and enhancing relationships with institutional investors in Canada and overseas.

    Bachelor of Commerce from Concordia University (Montreal). Ralph is a CFA charterholder.

    Vice President, McLean Budden (Toronto) from 2007 to 2012; Director Eastern Canada, TD Mutual Funds (Montreal) from 2006 to 2007; Regional Vice President, TD Mutual Funds from 2000 to 2006; Portfolio Manager, TD Private Investment Counsel (Montreal) from 1998 to 2000; Investment Specialist, TD Asset Management (Montreal) from 1995 to 1998.

  • Carlo DiLalla

    Carlo DiLalla, CFA

    Institutional Advisory Group Ė Fixed Income
    Vice-President

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    Joined CIBC Asset Management Inc. in July 2012. Carlo actively stewards our institutional fixed income business by embracing client, prospect and consultant needs to forge deeper partnerships with them.

    Master of Business Administration from Niagara University (New York State); Bachelor of Commerce from Concordia University (Montreal). Carlo is also a CFA charterholder.

    Principal, leader of Canadian fixed income manager research, at Mercer Investments (Toronto) from 2007 to 2012; Senior Analyst at Watson Wyatt Investment Consulting (Toronto) from 2006 to 2007; Investment Analyst, Fixed Income, at Mackenzie Financial (Toronto) from 2004 to 2006; Investment Analyst, Fixed Income, at Royal & SunAlliance Investments (Toronto) from 2000 to 2004; Portfolio Manager, Private Investment Counsel, at TD Asset Management (Toronto and Montreal) from 1995 to 2000.

  • Mary Mathers

    Mary Mathers, CFA, MBA

    Institutional Advisory Group - Equities
    Vice-President

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    Mary is responsible for cultivating and building client relationships related to CAMís institutional equity strategies. She communicates portfolio strategy and market outlook and provides educational guidance on CAMís services and offerings. She is also involved in the development of new product solutions and provides input that fosters a better understanding of the competitive structure of the Canadian institutional landscape.

    Prior to joining CIBC in 2013, Mary worked at investment manager Dynamic Funds, where her responsibilities included stock selection, portfolio construction and managing key client relationships. Prior to Dynamic she spent over ten years with investment manager McLean Budden as an analyst and portfolio manager. She has also worked at Scotia Capital Markets and UBS Canada. Mary began her career as an Information Technology Analyst at a large Canadian industrial company.

    Mary holds a Bachelor of Science in Physics from the University of Waterloo and an MBA from the Schulich School of Business. She is also a CFA charterholder.

  • Sean Wagner

    Sean Wagner

    Institutional Advisory Group
    Associate Vice-President

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    Joined CIBC Asset Management Inc. in March 2012. Sean is responsible for crystallizing our product innovation within a consistent production framework for delivery to clients and consultants.

    Master of Business Administration from Wilfrid Laurier University (Waterloo); Bachelor of Commerce from Ryerson University (Toronto).

    Director, Portfolio Specialist Group at AGF Investments (Toronto) from 2009 to 2012; Private Client Associate at Burgundy Asset Management (Toronto) from 2007 to 2009; Client Service and Business Development at Altamira Investment Services (Toronto) from 1999 to 2007.

  • Sarah Aves

    Sarah Aves, CFA

    Client Relations
    Director

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    Joined CIBC Asset Management Inc. in October 2011. Sarah is a member of the Client Relations team.

    Bachelor of Commerce from Queenís University (Kingston). Sarah is a CFA charterholder.

    Partner, Corporate Finance at Paradigm Capital (Toronto) from 2009 to 2011. Associate, Corporate Finance at Paradigm Capital (Toronto) from 2005 to 2009. Junior Auditor, KPMG (Kingston) 2003.