Brenda joined the financial services industry in 1995 after working for several years as a paralegal specializing in will and estate administration. In 2010, she re-joined CIBC Wood Gundy after five years as a financial planner at one of the big five banks. Previous to that, Brenda spent most of her investment career with CIBC Wood Gundy and predecessor firms. Brenda is registered with CIRO and is qualified to provide investment advice, financial planning, wealth creation strategies, tax planning, and insurance recommendations. She currently holds her Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations, and is licensed to discuss and implement insurance strategies should this be relevant to your unique situation. She is currently working on her Certified International Wealth Manager designation to gain further knowledge on Retirement, Investment, and Estate Planning strategies including blended families, world wide taxation, and Executive Compensation.

Brenda proactively works with clients to introduce new strategies to improve performance, mitigate risk, save on taxes, and simplify estate planning. Brenda is supported by Courtney Tindale, who is an integral part of her team. Brenda and Courtney have worked together in different capacities in the finance industry over the past 20 years. Together, they share a commitment to know each and every client's unique financial and personal situation and to provide attention and adjustments to those details as life transitions unfold.

Brenda grew up in Clinton, Ontario and attended Fanshawe College in London, which she now calls home. She is an active volunteer with Community Living London, holding numerous positions over the years, and is involved with most of their fundraising activities. She is committed to advocate inclusion for individuals with intellectual disabilities and also supports the Special Olympics of London organization in various ways. Brenda lives with her partner, Bill, and has two grown daughters Meghan and Abby. Her downtime includes enjoying her large extended family and spending time outside wearing out her two furry kids Agatha and Georgia. An avid traveller who takes every opportunity to explore nature, she enjoys hiking and biking. In the warmer months she likes work outside growing vegetables and tending to her gardens.

Courtney grew up in London, and holds a degree in Management and Organization Studies with a specialization in Finance and Administration from Huron University College at Western University.

Courtney has worked in the financial services industry since 2005. She joined CIBC Wood Gundy in 2012, and became a member of Brenda's team in 2018. She is a CIRO registrant, having completed the Canadian Securities Course, Conduct and Practices Handbook Course, and the Wealth Management Essentials Course through the Canadian Securities Institute. 

In her free time Courtney enjoys horseback riding, reading, and spending time with friends and family.

Eunice grew up in the Philippines, where she obtained a Bachelor’s degree in Accounting. Finding her strengths and interests aligned with wealth management, she decided to join the financial services industry. Eunice began her finance career working with a financial planning firm in Australia and completed a Diploma in Financial Planning issued by the International Institute of Technology Melbourne.

In 2022 Eunice moved to Canada and completed the Business Finance program at Fanshawe College. Since graduating she has also completed the Canadian Securities Course and is working toward becoming industry registered.

In her spare time Eunice enjoys learning new things and has many interests. These range from physical activities like volleyball or softball to quieter pastimes such as watching documentaries or reading.

Eunice loves to travel and takes great joy in travelling other countries, but also finding some gems in Southwestern Ontario!

Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.

Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.

Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

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.