Scott joined CIBC Wood Gundy in 1993. Since that time, it has been his mission to ensure he earns the trust and respect of each of his clients through listening to their needs and choosing the appropriate investment selection to help them meet their short and long-term goals. Scott's track record of managing diversified income portfolios has made him a specialist when it comes to empowering and preparing his clients for retirement.

Jason believes wealth advisory is more than just providing investment advice. Suitable investments and diversification are extremely important and must be carefully applied, however, to Jason, it's equally important to understand and address the unique personal and business priorities of each client. Jason's entrepreneurial experience in alternative investments, private equity, as well as traditional portfolio management strategies allow him to effectively advise clients on a full spectrum of solutions. These experiences, along with his time spent at a boutique family office for affluent investors, have helped shape the guiding principles of how he works with clients to manage, grow and protect their savings.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.