Caleb is a Certified Financial Planner (CFP) specializing in holistic financial planning and advice for business owners, professionals, and families. He is also a CIRO-Registered Representative (IIROC), LLQP Common Law, and Mortgage Agent Licensed, which allows him to provide a full range of financial services tailored to his clients’ needs.
With over a decade of experience in business banking, Caleb has held progressively senior roles at CIBC and Meridian Credit Union, gaining valuable insights into the unique financial challenges faced by business clients. This experience has shaped his approach to financial planning, where he focuses on creating practical, tailored strategies that help clients meet their long-term financial goals.
In his role at Innova Wealth Partners, Caleb leads the firm’s Mortgage & Lending Division in partnership with HQ Mortgages Inc. He works to expand the firm’s capabilities in commercial and residential real estate finance, ensuring that clients have access to a wide array of lending solutions to support their financial objectives.
Outside of his professional work, Caleb is dedicated to community involvement and mentorship. He serves as President of Shibelith Group of Companies, Trustee of the Kiwanis Music Festival, and as a Professor at Nipissing University and Canadore College, where he shares his knowledge and passion for finance with the next generation of professionals.
A proud family man, Caleb also enjoys spending time with his wife and children. He is a Red Seal Chef and an accomplished pianist, balancing his professional life with creative pursuits and a strong commitment to family.
