Your PIB Wealth MANAGEMENT TEAM

Your Strategic Partner in Wealth Management

 

Client Advisory Team 

Dave Ryan

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

 

Steve

Steve Tarasko, FMA, CFP®
Manager, Wealth Management
Financial Planner
In the industry since 2004
With PIB since 2007

 

Diann

Diann Hollebrandse, CFP®
Financial Planner
In the industry since 1980
With PIB since its inception

Chad

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

Jasmine Roth

Coming Soon. Looking forward to coordinating and connecting with you!
Client Experience Coordinator

Lori Moser

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

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

Jasmine Roth

Conseiller en patrimoine Bientôt disponible

Sara Daniel

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

Lori Moser

David Doig, B.A. Econ
Wealth Advisor
In the industry since 2001
With PIB since 2021

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

Your PIB Wealth Management Teams

Let's Connect

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