Doug is a Senior Wealth Advisor with CIBC Wood Gundy - St. John’s.

His career in the wealth management industry spans over 30 years, having led a local team of highly experienced Wealth Advisory Teams, managing in excess of $2.0 billion in client assets.

He is a graduate of Memorial University's School of Business and a Fellow of the Canadian Securities Institute. He holds the designations of Chartered Investment Manager, Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner.

Doug has been recognized nationally for his leadership and in 2020 was awarded National Branch Manager of the Year for CIBC Wood Gundy. He is a past semi-finalist for the Investment Dealers Association of Canada Distinction Award. The IDA Distinction Program recognizes outstanding Investment Advisors who exemplify excellent service to clients and the community.

He has served as a board member on the CIBC Wood Gundy Advisory Council to Management and on the executive of the Newfoundland and Labrador District Council of the Canadian Investment Regulatory Organization.

Doug is a past chair for the Community Foundation of Newfoundland and Labrador and is actively involved in several local charitable and volunteer activities, most notably the CIBC Run for the Cure and CIBC World Markets Children's Miracle Day.

The CHS Financial Group provides family-based, multi-generational wealth planning services with an emphasis on comprehensive financial planning and best-in-class investment management solutions. The group is comprised of highly skilled and experienced individuals who work together, using the most advanced technology and research, to construct realistic and effective financial strategies addressing clients’ present circumstances, priorities and long-term goals.

Derek is a Sr Wealth Advisor with over 15 years in the finance industry. Prior to joining CIBC Wood Gundy, he held a number of roles as President, CEO and CFO of publicly traded companies. In 2002, as president and CEO of Optipress Inc., Derek led a team that successfully completed an initial public offering (IPO) presenting to 50 organizations in Canada and the United States over a 10 day period.

As President of Robinson Blackmore Printing and Publishing in Newfoundland, Derek was involved in the Community Newspaper Association, and became the first national president of the Canadian Community Newspaper Association from Newfoundland, providing an appreciation for coordinating development across the entire country. As well, Derek has been involved in the St. John’s Board of Trade, Canadian Red Cross and the Community Foundation of Newfoundland and Labrador.

Derek completed a Bachelor of Commerce degree and a Chartered Accountancy designation prior to entering the finance industry. After joining CIBC Wood Gundy, he completed other competency programs, including Certified Financial Planner (CFP) and was named to the FPSC President’s list, Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM), and is a fellow of the Canadian Securities Institute (FCSI).

Derek and his colleague Doug Chafe, lead the CHS Financial Group. The CHS team offers investment management and comprehensive financial planning and estate planning services to individuals, professionals, families, and companies. Their initial client assessment determines the client’s specific objectives and working together with the client they ensure a financial and estate plan exists to meet those objectives.

Steve is responsible for all aspects of personal investing and financial planning for clients. He believes a financial plan is critical to each client and the cornerstone of the relationship. By creating an in depth financial plan he guides his clients through the three main pillars-Building wealth, preserving wealth and transferring generational wealth-all in a tax efficient manner. Steve strives to educate clients on investments and retirement planning by having several meetings throughout the year and also emailing relevant content to keep them up to date.

Steve has been in the finance industry for over a decade and with Wood Gundy since 2016. Steve has a bachelors degree in Business Administration with a focus on finance from Memorial University. As an active member of the community he is currently the Vice Chair of the Newfoundland IIROC District Council and is a Past President of the Canadian Progress Club chapter whose two charity mandates are the Vera Perlin Society and Special Olympics.

In his spare time, Steve enjoys staying active with his young family. Favorite past times include hiking this beautiful province as well as playing many sports such as golf, tennis, hockey, and skiing.

Grant is an Investment Advisor with significant experience in the areas of Corporate Strategy, Finance, Government Relations and Privacy Management.

Prior to joining CIBC Wood Gundy, he spent time with Newfoundland and Labrador Hydro, Marine Atlantic and Ernst and Young after completing a Bachelor of Commerce Degree at Saint Mary’s University in Halifax, Nova Scotia.

Grant has a passion for wealth management with a focus on meeting clients’ needs through comprehensive financial planning and an asset allocation strategy that aligns with clients’ investment goals and life aspirations. His previous leadership roles within both the Federal and Provincial Government gives him a big picture focus and a commitment to delivering the highest service possible through multiple client touch points.

Grant also likes to stay active and appreciates the amazing outdoor and hiking opportunities that Newfoundland and Labrador has to offer.

In keeping with the long standing success of the CHS Financial Group, and with a goal of delivering the highest service possible, Grant is focused on meeting clients’ increasingly diverse needs. This includes comprehensive financial planning and estate planning services to individuals, professionals, families, and companies.

Lisa has over 20 years’ experience in the investment industry and 16 years’ experience with CIBC Woody Gundy. She is very detailed-oriented and experienced in managing all aspects of client care and administration. Lisa views education as an integral part of maintaining up-to-date in the industry, which is why she recently completed her insurance licensing. Outside of work Lisa volunteered as a Run Director for three years with CIBC Run for the Cure and she is an active volunteer with the Jimmy Pratt Soup Kitchen.

Julia Smart is our Administrative Assistant for the CHS Financial Group  at CIBC Wood Gundy.

Julia has her Bachelor’s degree in Business Administration from Memorial University. Julia also has a background in customer service and is excited to help you with all of your administrative needs. Her focus to detail and organizational skills help to manage client care and administrative work.

Julia values what CIBC represents and how they give back to their community. On behalf of her mother and women everywhere she has participated in CIBC Run for the Cure multiple times.

In her spare time Julia believes in staying active and having a healthy lifestyle. Since a young age Julia was in a wide range of activities such as dancing, basketball, soccer, and softball. Today Julia remains active through yoga and daily walks with her cute Chihuahua, Belle.