YOUR PIB WEALTH MANAGEMENT TEAM

Your Strategic Partner in Wealth Management

PIB 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

Chris B

Chris Blanchet, B.A.
Wealth Advisor
In the industry since 1997
With PIB since 2020

Chad

Chad Buchan, B. Admin, CFP®
Financial Planner
In the industry since 2003
With PIB since 2004

Lori Moser

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

Sara Daniel

Sara Daniel, CFP
Wealth Advisor
In the industry since 2007
With PIB since 2022

Group Retirement Services

Client Experience Coordinator

Jasmine Roth

Jasmine Roth
Client Experience Coordinator
In the industry since 2011
With PIB since 2011

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