Andrew is passionately committed to making a difference in the lives of those he works with. His reputation is defined by helping his clients achieve financial prosperity and living the lifestyle of their dreams.

He chooses to work with a select group of individuals and families to ensure he and his wealth advisory team can consistently deliver the exceptional experience he knows they expect and deserve.

He believes strongly in providing a personalized approach to his client’s wealth-related goals based on what matters most to them. He also pays attention to what is going on in their lives and helps them plan and prepare for the various significant life events they may encounter over the duration of their lifetime - some of them representing challenges and others, opportunities.

His approachable demeanor, knowledgeable advice and proactive communication continues to create lasting relationships that have all the hallmarks of a true partnership.

 

Education and Experience

Andrew joined CIBC Wood Gundy in Vancouver in 2008.

Andrew is securities, options and insurance licensed. He has also earned the CIM® designation, allowing him to manage discretionary accounts.

Andrew graduated from the University of Victoria with a Bachelor of Commerce.

 

More About Andrew

Andrew and his wife spend their time between Vancouver and Nelson, BC raising their four children. Their extended family includes caring for three dogs and three cats. In Andrew’s spare time, which is precious and rare, he likes to indulge in working out, enjoying family cycling and hiking trips.

Adam’s life has been filled with a lifetime of experience in financial services through his father who has spent over 35 years in the financial services industry. He has always had a keen interest in the world of finance and his enthusiasm has only grown stronger over the years - which translates directly to those he works with, making it very easy and enjoyable to work with him.

Adam fully understands the financial peace of mind most people are striving for during their lifetime, not only based on achieving their own financial prosperity, but also making way for generations. This includes providing guidance and advice on both their personal and business wealth which are often complex and require expertise in many areas. He is committed to helping his clients achieve both their wealth and lifestyle goals and is especially proud that his work positively impacts multiple generations.

Adam chooses to work with a select group of individuals and families to ensure he and his wealth advisory team can consistently deliver the exceptional experience he knows they expect and deserve.

 

Education and Experience

Adam first joined CIBC Wood Gundy in 2006.

Adam is securities licensed and is experienced with many asset classes having spent seven years working in Primary FX sales and dealing coverage for Corporates, which required product and market knowledge in multiple G20 currencies, with a core focus on the Canadian market. He was responsible for FX spot execution, forwards, NDF’s, swaps, structuring and pricing derivative products.

Adam holds a Bachelor of Commerce majoring in Entrepreneurial Management, and a Masters of Business Administration (MBA) majoring in business from the Warwick Business School, in the United Kingdom where he lived for many years. While attending graduate school, he was employed as a MBA consultant with Barclays Bank, Treasury and Subsidiary - Global Corporates in London, UK.

 

More About Adam

Adam and his family welcomed their first child in 2022. They enjoy traveling to visit with family on Vancouver Island and in Alberta. In Adam’s spare time, he enjoys running Vancouver’s seawall, training for and running Marathons.

Chanel joined our team in 2018 as our licensed Financial Associate and has been in the financial services industry since 2005, with over ten years in Branch Management with CIBC Wood Gundy.

Chanel leads the administration team and is dedicated to providing exceptional client service. She assists with any administrative requests including trading, account opening, issuing cheques, processing transfers, and scheduling appointments. Chanel is meticulously organized and very knowledgeable about account administration while being an exceptional multi-tasker, and professional with each of our clients.

Chanel works closely with the team to ensure all requests are completed quickly and efficiently and to create a positive client experience.

 

Education and Experience

Chanel is RR licensed (completed CSC, Conduct and Practices Handbook and Wealth Management Essentials). In addition to graduating from Massey University in New Zealand with a double major in Communication Management & Human Resource Management, Chanel has her Master of Business Studies (MBS).

 

More About Chanel

Chanel is a native of New Zealand, and now lives with her husband and two children in Nelson, BC. During her spare time, she loves the great outdoors, and can be found hiking, biking, skiing, boating, camping or traveling.