Brian joined CIBC Wood Gundy as an Investment Advisor in 2015, bringing more than 30 years of experience running privately owned, mid-sized businesses. Brian has also owned a small retail business for more than 10 years and appreciates the challenges unique to small business owners. Brian joined CIBC Wood Gundy with the objective of using his own experiences to guide both families and business owners using a variety of financial strategies. Focusing on wealth management, retirement planning, and asset allocation, he works in partnership with clients to establish goals, develop plans, and to find a long-term investment strategy that will best secure their financial future. Brian earned his Bachelors of Commerce degree from McMaster University, and has been continuing his education through the Canadian Securities Institute.