Andrew’s career is built on relentless hard work and a passion for financial markets. Early in his career, he was known to work through the night – evidenced by him wearing the same suit two days in a row - immersing himself in portfolio construction and market research. Today, as the leader and Portfolio Manager of The McDonald Group, that same dedication fuels his mission to deliver thoughtful, strategic financial guidance to his clients.

He learned the value of client dedication and a strong work ethic from his mentor, Joyce, whose 35-year career shaped his approach to wealth management. Her lessons instilled in him a commitment to trust, long-term vision, and innovative thinking - all with a client-first focus.

Andrew holds a BA from the University of Toronto and the Chartered Investment Manager (CIM®) designation. He is licensed in insurance and approved for options trading, and uses his knowledge to build specialized derivative based strategies. While his all-nighters are behind him, he remains deeply committed to staying ahead of market trends, often working late to connect with clients and catch up on research.

Having immigrated from Jamaica at a young age, he embodies the modern Canadian success story. This experience gives him gratitude and inspiration to be actively involved with initiatives such as the CIBC Diversity, Equity & Inclusion Committee. He supports CIBC Miracle Day, youth financial literacy programs, Triple Threat girls' basketball, and local food banks. As a frequent speaker at MBA programs at the Schulich School of Business and the Rotman School of Management, he shares his expertise to inspire the next generation of financial professionals.

Outside of work, Andrew enjoys traveling with his wife, Shawna, and their two children. He regularly hosts dinner gatherings for friends and family, valuing the connections that come from shared experiences. His passion for leadership extends beyond finance—he actively fosters teamwork, communication, and trust through workshops and team-building initiatives, principles that shape his approach to both life and business.

From a young age, Luke was drawn to wealth management, motivated by the legacy of his family’s former business. That experience revealed how planning and decision making can shape outcomes across generations and inspired him to deepen his knowledge of personal finance. Today, that perspective inspires his work, helping families build and protect their wealth, giving it lasting purpose and freeing them to focus on what matters most.

With nearly a decade of experience, Luke brings a disciplined approach rooted in commitment, execution, and consistency. He takes the time to understand each client’s unique story and designs strategies aligned with their goals and values. As an Associate Wealth Advisor, he helps clients stay organized, make informed decisions, and navigate financial complexity with clarity and confidence.

Outside of work, Luke starts his mornings at the gym and winds down in the evening with books or podcasts on history, psychology, and geopolitics. A lifelong football fan, he brings the same emphasis on preparation and teamwork from the field into his professional life. He’s a passionate cook who loves trying new recipes and bringing people together over a great meal.

Education & Credentials:

Bachelor of Commerce – University of Guelph

Chartered Financial Analyst® (CFA) Charterholder

CERTIFIED FINANCIAL PLANNER®

Life Insurance Licensed

Approved for Options trading

Dally has been an integral member of the team for over 15 years, recognized for her dedication to exceptional client service and meticulous organizational skills. With nearly two decades of industry experience, she consistently anticipates and exceeds client needs, ensuring all interactions are managed efficiently and professionally. Dally’s responsibilities include documentation management, account administration, and client services. She is known for her attention to detail, discretion in handling sensitive information, effective communication, and ability to manage multiple priorities in a fast-paced environment. Dally’s positive attitude and commitment to excellence truly set her apart in delivering outstanding client experiences.

Sheel is a Client Associate at CIBC Wood Gundy, with a keen attention to detail and strong technical expertise. He plays an essential role in ensuring the team operates with efficiency, enabling the timely and accurate completion of our initiatives. In addition to his responsibilities in administration, Sheel is approved to trade and diligently executes client requests, delivering a high standard of service.

Sheel graduated with an Honors Bachelor of Science from the University of Toronto in 2024, with a focus on statistics and economics. He is currently pursuing the Chartered Financial Analyst® (CFA) designation and has passed the CFA Level I Exam.

In his spare time, Sheel enjoys reading books, trying new food, and playing various sports – he is also a trained equestrian.