The Hicks James Advisory Group
May 05, 2021
The Hicks James Advisory Group - April 2021 Team Update
CIBC WOOD GUNDY
The Hicks James Advisory Group
May 2021
Dear Client,
Now that Spring is here and the vaccine rollout is in full swing, here is wishing for brighter times ahead. Hopefully, you and your family are doing well during these uncertain times. There is a lot going on with our team so we thought we would take this opportunity to provide you with an update.
Lindsey Haines is returning from maternity leave on May 3rd and we are thrilled to have her back in the office. Lindsey will be our team lead on administrative items. She will be the first point of contact for you. She will also be beginning to work on cash flow planning moving forward. Please join us in welcoming Lindsey back to the team.
Lindsay Herron will be staying on in a full-time role with our team after excelling in her role over the last 18 months. Lindsay will continue to support Lindsey moving forward (we will work on some nicknames to make things easier). She will also be our team lead for marketing and will assist with the front facing parts of our practice as well.
Other than the odd team lunch, we will strive to always have one of us available at the office whenever you call or email. I wanted to make this investment, in hiring Lindsay Herron, in our practice so that we can continue to provide first class service to you moving forward as our team and clientele continues to grow.
My partner, Tim is now moving into his final six months with a retirement date of October 31st, 2021. It will have been six years and two months from when I started with him on September 1st, 2015. Tim has been an incredible mentor to me over the last six years and though it’s exciting to be going through this transition, I will miss the partnership and friendship we have formed. Please take some time to reach out to Tim over the next six months for a chat, we are so fortunate to have a practice full of great clients that we genuinely enjoy seeing and speaking to – I am sure that will be what Tim misses the most.
Thank you for your continued trust in our team through this difficult time. The many calls, Teams chats, emails, etc., we have had with our clientele over the past year have been a highlight throughout the pandemic. We are looking forward to being able to welcome you back to our office in the near future. If there is anything we can do for you, please do not ever hesitate to reach out to us.
All the best,
CIBC Wood Gundy
Chris James
Investment Advisor
Chris James and Tim Hicks are Investment Advisors with CIBC Wood Gundy. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. “CIBC Private Wealth Management” is a registered trademark of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
