As a chartered accountant and former tax specialist with a leading chartered accounting firm, Charles stresses the importance of focusing on what matters to our clients financial success. In a language that's easy to understand, he will share his research, strategies and personal experience to help better structure your assets to maximize your after-tax cash flows, and protect and grow your nest egg.

Our group is structured and focussed on optimizing best outcomes for a small group of families, so that we can apply our expertise and experience to tailor a solution around their unique situation. We offer a differentiated, repeatable, and robust process around protecting and growing capital, on a tax efficient basis, with an active focus on minimizing fees. 

Anthony is an Investment Advisor at CIBC Wood Gundy and has been in the investment industry for over 18 years. He provides customized investment solutions for high net worth individuals as well as business owners.

Lucia has been with CIBC Wood Gundy since 2000 and has over 20 years of experience in the financial services industry. Her main responsibilities are to assist the group with administration and maintenance of client files. She holds a strong commitment to providing exceptional client service and takes pride in responding to client inquiries in a quick and detailed manner.