Meet The Team
All members of the team balance their office responsibilities with a strong commitment to family life and supporting activities in the broader community. For example, we are proud sponsors of the Belfry Theatre that produces theatre that generates ideas and dialogue, and that makes the audience see the world a little differently. We also sponsor Community Micro Lending, which helps local people without access to traditional financing to start and grow their business, or to obtain training that will lead to employment, by matching them with local lenders and providing ongoing capacity building and support. Please see our community engagement page for more details.
Neil Chappell, BCom, CIM, FCSI
Neil joined CIBC Wood Gundy in 1996 after graduating from the University of Victoria with a Bachelor of Commerce degree. He also holds the Canadian Investment Management (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Neil sits on our Victoria Branch Miracle Day Committee and spearheads many initiatives throughout the entire year. In 2014, our Victoria branch raised $285,192.27 in trading commissions, fee based revenues and cash donations and every dollar will be directed to children's charities right here in our community. This also brings our branch running total to over $1 million raised since 2003. Neil can often be found in the community supporting his children's activities such as swimming, band, lacrosse, basketball and many others. Neil plays in a recreational ice hockey league and looks forward to planning further travel adventures with his family.
|Graham Isenegger, BA, CIM, FCSI|
Portfolio Manager, Investment Advisor
Graham joined CIBC Wood Gundy in 1998 after a career as an officer in the Royal Canadian Navy. He retired with the rank of Lieutenant Commander after serving in ships on both coasts and as a staff officer at Maritime Forces Pacific Headquarters in Esquimalt and Naval Reserve Headquarters in Quebec City. He is a graduate of the University of Alberta where he earned a Bachelor of Arts. He is also a graduate the Joint Reserve Command and Staff Course from the Canadian Forces College. He holds the Canadian Investment Management (CIM) designation since 2000, earned the Certified Financial Planner designation in 2002, and is a Fellow of the Canadian Securities Institute (FCSI). Graham joined the Rotary Club of Victoria in 2001 and served as the Director of Recognition for the club for over a decade. Rotary allowed him to be involved in a number of community and international projects that work to better our community and the world. Graham is an enthusiastic runner and cyclist. He is training to qualify for the Boston Marathon and to walk the Camino de Santiago with his wife Diana.
Terri is a licensed Investment Advisor Assistant with over 25 years of investment industry experience. She enjoys incorporating technology into the delivery of improved client service and investment initiatives. Away from the office, Terri enjoys kayaking and hiking.
|Courtney Craigen, BA Econ.|
Courtney graduated, with distinction, from University of Victoria with a Bachelor of Arts majoring in Economics and minoring in Business. After taking some time to travel, she joined the team in early 2013 and is now a licensed Investment Advisor Assistant. Her previous experience includes banking and general insurance and she is passionate about providing excellent customer service. In her personal life, she plays volleyball and softball, and she enjoys frequent visits to her hometown of Powell River.
|James Spencer, BSc Math.|
James graduated from Loughborough University, in his native England, with a joint Honours degree in Mathematics and Economics and is currently working towards becoming licensed. James began his career working as a public sector researcher in England and since moving to Victoria, also worked as part of the Estate Planning team here at CIBC Wood Gundy before joining our team. In his spare time, James enjoys snowboarding, cricket and exploring the island with his fiancé and two puppies.
We often have business students from Uvic's Peter Gustavson School of Business join our team for four or eight month work terms as part of their undergraduate Commerce degrees. We benefit from students' fresh ideas, energy, motivation and skills. We also enjoy being a partner in education and mentoring young adults who have an interest in our exciting industry!
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