Adrian is a graduate of the University of Victoria's Commerce program and holds the CFA designation (Chartered Financial Analyst). The CFA Program is a globally recognized standard for measuring the competence and integrity of Financial Analysts, Portfolio Managers and Investment Advisors. To earn the CFA designation, Adrian had to complete an approved educational program, pass a series of rigorous examinations and meet stringent experience requirements. Adrian also adheres to a professional code of ethics and he fulfils annual continuing education requirements.

Prior to joining Wood Gundy, Adrian worked for over a decade as a distributor of financial products. Initially his role involved working with Investment Advisors across Western Canada. With his advancement, the role changed to managing relationships with Pension Funds, Multi-National and Private Banks, Family Offices and Endowments in the major global financial centers.

Adrian is active in the community with volunteer work experience on the Board of Directors for the Mount St. Mary Foundation as Treasurer in addition to serving on the Board of Directors of St. Christopher's Montessori School in Oak Bay.

Outside of work Adrian is busy with his family and playing sports. Adrian met his wife, Marylène, in Europe while completing a year of University abroad. Marylène is from northern France and their two daughters, Sophie & Juliette, enjoy a bilingual home life. Family highlights include camping and skiing in beautiful British Columbia, alongside travelling to France to visit family and tour the countryside. During the rainy months, Adrian can be found inside playing squash and floor hockey. In the sunnier months he switches over to Spikeball and beach volleyball.

After completing a Ph.D. in geology at the Free University of Amsterdam, The Netherlands, Eric and his wife Jorien immigrated to Canada in 1971, where Eric started his career as a geologist with the Department of Mines in Manitoba. In 1979 Eric made an important career switch by joining Merrill Lynch Canada as a Financial Advisor, and has been in the investment industry ever since, accumulating over 33 years of experience helping his clients achieve their financial goals. In 1990, when CIBC Wood Gundy acquired Merrill Lynch Canada, Eric and Jorien decided to move West to beautiful Victoria, BC, where Eric rebuilt his business. From 1992 to 2011 Eric and Tim Crawford formed a business partnership in CIBC Wood Gundy. Since 2011 Eric has formed a business partnership with his son Adrian.

Eric holds the CIM designation (Certified Investment Manager) issued by the Canadian Securities Institute since 1993, and is a Fellow of the Canadian Securities Institute (FCSI). To earn the FCSI designation, the industry's highest mark of distinction, financial professionals must meet stringent standards for advanced education, experience, and ethical conduct. It is an honour awarded and entrusted by the Canadian Securities Institute (CSI), Canada's leader in investment learning.

Outside of work Eric and Jorien enjoy spending time with their three children and three grandchildren. Having lived in Victoria for over twenty years they have grown quite fond of this beautiful city and spectacular surroundings. Eric and Jorien enjoy the art scene in Victoria and actively support the Victoria Symphony as members of its Conductors' Circle. Eric is an amateur flautist. Hoping to improve his flute playing skills, he has enrolled as a student at the Victoria Conservatory. Eric has always enjoyed active sports in particular squash. However, after several decades of regular squash playing Eric has decided to hand his racquet over to Adrian, and now enjoys intensive yoga practice.

Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans. 

Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs. 

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.