Brad has 25 years’ experience helping clients with Wealth Strategies as an Investment Planning Specialist (IPS) with CIBC Financial Planning and for the past 15 years as an Investment Advisor with CIBC Wood Gundy. In 2017, Brad completed his accreditation and is now certified as a Portfolio Manager, allowing him to manage client’s portfolios on a discretionary basis.  As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) Brad understands the value of a holistic approach to wealth management. Brad is currently a member of the Investment committee for the Children’s Health Foundation and has had prior affiliations with Scouts Canada and coaching with the Oakridge Optimists Hockey Association. He is married with two sons and has always considered London Ontario his home, having graduated from the University of Western Ontario (UWO). He is an avid golfer and squash player and enjoys live sporting events.

Colleen came to CIBC Wood Gundy as an assistant in February 2007 and has found success for the past 10 years as an Associate Investment Advisor with the Brad A.W. Smith Wealth Advisory Group. Colleen has her Certified Financial Planner (CFP) designation and is licensed to offer insurance products regulated by the Financial Services Commission of Ontario (FSCO). Prior to joining the financial services industry, Colleen was self employed for 15 years as owner/operator of her own retail business. Her educational background includes an accounting certification from Fanshawe College and numerous industry related courses. London is home to Colleen where she shares her house with a beautiful german shepherd named “Mercedes”. Her interests include travel and interior decorating.

Erin is from London Ontario where she graduated from UWO with a degree in political science and a minor in Spanish; after spending a gap year in the south of Spain. Erin went on to complete an Ontario Graduate Certificate in Professional Financial Services and is currently working towards her Certified Financial Planning (CFP) designation.  With 10 years in the industry, Erin now resides in Delaware with her husband and 3 young children. She will be your point of contact for all administrative inquiries and will be working hard to support Brad, Colleen and Kurt in the management of your wealth planning needs.