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Paul has worked in the investment business since 1977 as both an investment advisor and branch manager. He began his career at Merrill Lynch and has been with CIBC Wood Gundy since 1990. Paul has a Bachelor of Commerce degree from Dalhousie University and is a Fellow of the Canadian Securities Institute (FCSI). Paul also has his Certified Investment Management (CIM) designation and is a licensed insurance agent. He specializes in all aspects of investment counseling including fixed income, equities, financial planning, and insurance. He has served on many boards and committees for many charitable organizations in Halifax and currently volunteers for the NS Nature Trust. He is also a member of the Halifax Estate Planning Council.

Mark began his career at CIBC Wood Gundy in 2010 after working at WBLI Chartered Accountants for four years as a senior auditor. Mark has a Bachelor of Commerce degree from Saint Mary's University and obtained his Chartered Accountant designation in 2009. He is a Certified Investment Manager (CIM®) and a Certified Financial Planner (CFP). He also became a fully licensed life insurance agent in Nova Scotia in 2010. Mark provides valuable expertise in tax planning to our personal and corporate clients. Mark is a member of the Chartered Accountants of Nova Scotia. He is also a member of the Halifax Estate Planning Council where he previously served on the board and was also a past president.

Concentrating on the financial and investment needs of high net worth individuals and small businesses, Bryden helps his clients develop strategies to manage their personal and corporate finances.  Stressing a long term approach to investing, he emphasizes financial planning to help his clients determine their needs for the future.  

A graduate of Dalhousie University, Bryden is an active member of his community and currently serves as a board member with Alderney Landing and Bonny Lea Farm.  Outside of work Bryden is a avid sailor, golfer and enjoys spending time with family.