Fraser Willson, CIM, CFP®
Every client I work with gets a plan tailored to their life, built with the long term in mind. I start by understanding what matters most to you, then apply a clear, structured process to keep you on track through all of life's transitions — preparing for retirement, making the most of what you've built, and eventually passing it on well.
As a CFP® professional, I'm trained to simplify complex financial matters so you can make informed decisions with less stress. With the Chartered Investment Manager (CIM®) designation, I bring a disciplined approach to investment strategy and a sharp focus on tax-efficient investing.
My office is in Collingwood, but I work with clients virtually across the country.
Outside of work, I live with my wife Lisa and our young son. We spend as much time outdoors as possible — biking, camping, and making the most of the time we have together.
Stephen Willson, BA
As a Senior Wealth Advisor, Stephen directs The Willson Investment Group in providing excellent customer service. Stephen's 30+ years of experience in the financial services industry enables him to help achieve clients' investment objectives in an organized and disciplined manner. The Willson Investment Group utilizes a team-based approach to asset management which gives clients extremely personalized service. Stephen is a graduate of the University of Western Ontario. In his free time Steve enjoys skiing, biking, golf & hiking with his wife & 5 children.
Amy Kirouac
Amy keeps everything running smoothly for clients — coordinating appointments, handling account needs, and making sure you always know who to call. Born and raised in Collingwood, she takes real pride in serving her hometown community, and her attention to detail means nothing falls through the cracks.
Outside the office, you'll find her cheering on the Collingwood men's rugby team as a proud rugby mom, or spending time with family at the cottage.
David Lyttle
David has been with CIBC Wood Gundy since 1991, bringing a wealth of industry know-how and hands-on experience to the team. He’s known for going above and beyond for clients and building great relationships along the way. With his strong background and practical skills, David is a trusted and valuable part of the CIBC Wood Gundy team.
Tara Phillips
Tara joined The Willson Investment Group team in 2004, having previously worked at CIBC. Tara has 20+ years of experience in the financial industry and in dealing with affluent clients. Tara has an impeccable eye for detail, ensuring all client documentation is processed quickly and accurately. Tara also assists in handling any inquiries or requests you have in regards to administrative concerns or transactions in your accounts, and she is also able to execute orders.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Andrew Duncan, PFP, CIM
Financial Planning Specialist
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Jim Stevenson
Estate Planning Specialist
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.
Andrew Duncan, PFP, CIM
As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.
Jim Stevenson
Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.
An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.
Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.