Peter Mills, CFP
Working within the financial services industry since 1989, Peter joined the CIBC in 1997, working for CIBC Financial Planning Inc.. He joined Wood Gundy, as an Investment Advisor three years later in 2000.
Peter's focus has always been on helping individuals and families achieve their financial freedom utilizing modern wealth management strategies with a focus on honesty and integrity. Peter holds a Certified Financial Planning (CFP) designation, and believes that Financial and Estate Planning, which are a focal point of the team's platform, to ensure that clients and their families have confidence and peace of mind in their financial plans.
Peter helps clients make decisions by working with them through a process that identifies the individuals risk tolerance, income requirements, and long-term financial goals. Once these objectives are defined an appropriate asset allocation is determined. Peter uses a disciplined security selection process which helps to remove the emotional aspects buying and selling securities, and enables the implementation a long term investment strategy.
Away from the office, he spends his time exploring life with his wife Joanne. Between them they have three children who are forging a life of their own at University and in the work force. When time permits, golf, travel, and motorcycling allow Peter and Joanne to spend time together.
Jennifer Lenhardt, CFP, FCSI
Jennifer completed her Certified Financial Planning designation (CFP) to help clients with both their investment needs and financial goals. A graduate of Queens University, Jennifer began her career with CIBC Wood Gundy in 1998, moved to another major financial institution in 2010 and has officially joined our team on November 1st, 2021. Jennifer provides invaluable assistance in navigating client requests. Her attention to detail ensures the seamless operation of day-to-day activities and she is dedicated to offering clients prompt and diligent service. Jennifer is a licensed registered representative and can execute trades on behalf of our team.
Leanne Aguiar
Leanne Aguiar joined CIBC in 2017 and Wood Gundy in 2020. She graduated from the Ted Rogers School of Management at Ryerson University with a Bachelor of Commerce degree. Driven by a passion for client service and strong work ethic, Leanne takes pride in providing the best client experience possible. Her organizational skills and detail orientation have greatly contributed to her success thus far and will continue to as she advances her career within the Investment and Wealth Management industries.