With over 26 years of investment experience, Brian provides sound technical expertise and is responsible for the team's financial planning and discretionary portfolio management. He has an astute capability for recognizing and analyzing trends in the capital markets and holds the designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI). In addition, Brian is an experienced discretionary portfolio manager under our Advisor Manager Account program and is qualified to assist clients in setting up unique investment and Estate planning strategies to attain their goals.

Kealy provides a high level of friendly and efficient client support. She can be called upon to investigate all administrative questions as well is fully licensed to conduct trades. She is a very valuable member of our team.

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.

As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She 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. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.

Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.

Dr. Shenfeld holds a PhD in Economics from Harvard University.

Mark is a Financial Planning Specialist with CIBC Private Wealth Management working with the Advisory teams at the Ottawa Main, Kanata & Kingston Wood Gundy branches. Mark joined CIBC in 2020, and has over 16 years’ experience in financial advice and planning. He believes in a holistic and comprehensive approach to financial planning. Mark has extensive experience working with high net worth clients, both personal and corporate, to help them achieve their financial goals.

Susan Wood has over 25 years of experience in the financial services industry. Her background includes experience in public practice, investment banking, commercial banking, private banking and financial planning. Working throughout Eastern Canada, she collaborates with advisors, accounting/legal professionals and their affluent clients to provide in depth and customized planning solutions.

In her role as Wealth Strategist, she provides comprehensive financial planning information and recommendations to clients with specific emphasis on tax optimization, will, estate and trust planning.