YOUR PIB WEALTH MANAGEMENT TEAM

Your Strategic Partner in Wealth Management

PIB Southwestern Ontario Team

 

Client Advisory Team

Dave Ryan

Dave Ryan, B.A., CFP®
Executive Vice President
Branch Manager
In the industry since 1993
With PIB since 1994

 

Chris W

Chris Wood, CPA, CMA
Wealth Advisor
In the industry since 2006
With PIB since 2017

Group Retirement Services

Jasmine Roth

Lori Moser
Wealth Advisor
In the industry since 1994
With PIB since 2016

Client Experience Coordinator

Client Care Team

Karen

Karen Horn
Client Care Representative
In the industry since 1979
With PIB since 1981

Nancy Miller

Nancy Miller
Client Care Associate
In the industry since 1980
With PIB since 2000

Cindy

Cindy Erb
Client Care Associate
In the industry since 2001
With PIB since 2003

Lori Kyte

Lori Kyte
Client Care Associate
In the industry since 2000
With PIB since 2015

Lana

Lana Thompson
Client Care Associate
In the industry since 1990
With PIB since 2013

Devon

Devon King
Client Care Associate
In the industry since 2011
With PIB since 2018

Let's Connect

PIB Wealth Management
49 Industrial Drive
Elmira ON N3B 3B1
Phone: 1-800-265-6197
pibwealthmanagement@pib.com