First Vice-President, Investment Advisor
Toll Free: +1 (800) 265-2308
Fax: (519) 888-6887
We are a trusted, experienced and highly professional wealth management team, dedicated to meeting the needs of our clients by delivering strong, risk-adjusted returns, together with a range of personalized wealth management services, including comprehensive financial, retirement and estate planning. Our significant skill, experience and commitment level allows our clients to achieve peace of mind, knowing that their financial affairs are handled with the highest degree of competence, care and responsibility.
A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.
As a CIBC Wood Gundy Investment Advisor, I can help you navigate the complexities of managing wealth, while providing solutions that are tailored to your individual needs.
Capitalizing on the strengths of CIBC, I have access to other leading financial, estate and business planning professionals, in-depth research and analysis, online tools and resources and best-in-class investment solutions.
Managing your wealth with confidence requires a close, personal relationship built on trust, expertise and a thorough understanding of your needs. CIBC Wood Gundy's personally-tailored solutions extend well beyond investment advice and money management. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, I can help meet all aspects of your financial situation throughout your lifetime.