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DaSilva Jones Advisory Team

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About the Team

Address 199 Front Street Suite 123 Belleville ON, K8N 5H5
Telephone Number (613) 966-8888
Email Email us
Email Email
Telephone Number Tel

The Dasilva Jones Advisory Team

OUR MISSION

We are committed to bringing exceptional and effective financial advice to our clients, while building strong relationships and creating peace of mind.

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
Previous Next
Darryl Dasilva

Darryl DaSilva

Senior Investment Advisor

Tel:

(613) 967-3059

Email:

darryl.dasilva@cibc.ca

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Darryl has over 30 years of experience in the financial services industry. Working with clients, Darryl's focus is on the financial and investment needs of families, foundations and corporations.

Darryl stresses a long-term approach to investment planning, utilizing a disciplined asset allocation strategy which will compliment the development of a comprehensive financial and estate plan.

Darryl began his career with a major bank in the Quinte area before moving on to a reputed brokerage firm where he held a number of senior positions before joining CIBC. This has led him back to the Quinte area with CIBC Wood Gundy.

Robert Jones

Robert Jones

Senior Investment Advisor

Tel:

(613) 967-3044

Email:

rob.jones@cibc.ca

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The key to successful wealth management is planning. Planning can be difficult and sometimes overwhelming but it is essential that you take the steps today to ensure your financial independence tomorrow.

As a CIBC Wood Gundy Investment Advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by working with you, on a one to one basis. It is through these discussions that a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

My experiences over the last 27 years, as a banker and an Investment Advisor have greatly enhanced my abilities to manage client's financial affairs. My experience and training have afforded me the ability to not only just recommend but also educate clients. Understanding the wealth management process will allow you to truly appreciate where you are and where you need to be financially. It is through this process that the relationship between the Advisor and the client becomes "one" which sets the foundation for a successful relationship that is built around trust.

Collin Myers

Collin Myers

Investment Advisor

Tel:

(613) 967-3056

Email:

collin.myers@cibc.ca

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Collin works to help individual and families committed to their retirements and goals. In an increasingly complex and volatile investment environment, sound investment advice is crucial. By working alongside clients to deliver clear, straightforward financial advice clients can feel a sense of calm no matter what the market conditions. Commitment to long term, diversified strategies help see clients through the investment landscape and the investment experience.

Joining the firm in 2012, Collin has over a decade of experience in the financial services industry. From helping young families and corporations starting out, to clients transitioning into retirement Collin has helped countless clients invest in a variety of markets to fund their investment goals. Leveraging a network of relationships in and outside of CIBC Private Wealth, Collin is well connected with external professionals to best service his clients.

Born and raised in the Quinte area, Collin has spent his entire professional career locally. As an active member of the community he serves on the boards of the Rotary Club and the YMCA. When not helping clients Collin enjoys travelling and playing golf, though the sport is often not kind to him. Being dedicated and good-natured is applicable on and off the golf course.

Brooke Bump

Brooke Bump

Client Associate

Tel:

(613) 967-3050

Email:

brooke.bump@cibc.com

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  • Linkedin

Brooke joined our team in May of 2022 as a Client Associate to help support continued growth of services to our clients. Brooke comes from a strong financial background having over 5 years of experience in the financial industry. Her enthusiastic character and attention to detail ensure the seamless operation of day-to-day activities and requests, she is dedicated to offering clients prompt and diligent service.

Brooke was raised and continues to reside on the outskirts of the Quinte area. She enjoys travelling and immersing in new cultures and experiences. As a licensed scuba diver, she is passionate about the conservation of our oceans and local waterways. On the weekends you can usually spot Brooke partaking in outdoor activities around the community.

Jessica Dainard

Jessica Dainard

Administrative Assistant

Tel:

(613) 967-3054

Email:

Jessica.Dainard@cibc.com

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  • Linkedin

Jessica is a new addition to our team and has already proven to be indispensable in the daily operations and management of office and client support. Additionally, in the short time Jessica has been with our team, she’s gained considerable knowledge of the wealth management industry, and the tools to support the continuous growth of our wealth services offering

As our first point of contact, Jessica is the cheerful voice that you hear when you call into the office. She is reliable and efficient in addressing and relaying your needs to our team and has already earned the trust of existing and prospective clients that their requests will be completed in a timely manner.

A local to the Belleville area, Jessica is raising her young family in the Quinte region. You can usually spot her partaking in some form of artistic activities around the community, from music and painting, to renovating, building or decorating. Jessica is known as the office “foodie” and is always looking for new restaurant and recipe recommendations to experience.

Darryl Dasilva

Darryl DaSilva

Senior Investment Advisor
(613) 967-3059
darryl.dasilva​@cibc.ca
Facebook Linkedin

Darryl has over 30 years of experience in the financial services industry. Working with clients, Darryl's focus is on the financial and investment needs of families, foundations and corporations.

Darryl stresses a long-term approach to investment planning, utilizing a disciplined asset allocation strategy which will compliment the development of a comprehensive financial and estate plan.

Darryl began his career with a major bank in the Quinte area before moving on to a reputed brokerage firm where he held a number of senior positions before joining CIBC. This has led him back to the Quinte area with CIBC Wood Gundy.

Robert Jones

Robert Jones

Senior Investment Advisor
(613) 967-3044
rob.jones​@cibc.ca
Facebook Linkedin

The key to successful wealth management is planning. Planning can be difficult and sometimes overwhelming but it is essential that you take the steps today to ensure your financial independence tomorrow.

As a CIBC Wood Gundy Investment Advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by working with you, on a one to one basis. It is through these discussions that a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

My experiences over the last 27 years, as a banker and an Investment Advisor have greatly enhanced my abilities to manage client's financial affairs. My experience and training have afforded me the ability to not only just recommend but also educate clients. Understanding the wealth management process will allow you to truly appreciate where you are and where you need to be financially. It is through this process that the relationship between the Advisor and the client becomes "one" which sets the foundation for a successful relationship that is built around trust.

Collin Myers

Collin Myers

Investment Advisor
(613) 967-3056
collin.myers​@cibc.ca
Facebook Linkedin

Collin works to help individual and families committed to their retirements and goals. In an increasingly complex and volatile investment environment, sound investment advice is crucial. By working alongside clients to deliver clear, straightforward financial advice clients can feel a sense of calm no matter what the market conditions. Commitment to long term, diversified strategies help see clients through the investment landscape and the investment experience.

Joining the firm in 2012, Collin has over a decade of experience in the financial services industry. From helping young families and corporations starting out, to clients transitioning into retirement Collin has helped countless clients invest in a variety of markets to fund their investment goals. Leveraging a network of relationships in and outside of CIBC Private Wealth, Collin is well connected with external professionals to best service his clients.

Born and raised in the Quinte area, Collin has spent his entire professional career locally. As an active member of the community he serves on the boards of the Rotary Club and the YMCA. When not helping clients Collin enjoys travelling and playing golf, though the sport is often not kind to him. Being dedicated and good-natured is applicable on and off the golf course.

Brooke Bump

Brooke Bump

Client Associate
(613) 967-3050
brooke.bump​@cibc.com
Facebook Linkedin

Brooke joined our team in May of 2022 as a Client Associate to help support continued growth of services to our clients. Brooke comes from a strong financial background having over 5 years of experience in the financial industry. Her enthusiastic character and attention to detail ensure the seamless operation of day-to-day activities and requests, she is dedicated to offering clients prompt and diligent service.

Brooke was raised and continues to reside on the outskirts of the Quinte area. She enjoys travelling and immersing in new cultures and experiences. As a licensed scuba diver, she is passionate about the conservation of our oceans and local waterways. On the weekends you can usually spot Brooke partaking in outdoor activities around the community.

Jessica Dainard

Jessica Dainard

Administrative Assistant
(613) 967-3054
Jessica.Dainard​@cibc.com
Facebook Linkedin

Jessica is a new addition to our team and has already proven to be indispensable in the daily operations and management of office and client support. Additionally, in the short time Jessica has been with our team, she’s gained considerable knowledge of the wealth management industry, and the tools to support the continuous growth of our wealth services offering

As our first point of contact, Jessica is the cheerful voice that you hear when you call into the office. She is reliable and efficient in addressing and relaying your needs to our team and has already earned the trust of existing and prospective clients that their requests will be completed in a timely manner.

A local to the Belleville area, Jessica is raising her young family in the Quinte region. You can usually spot her partaking in some form of artistic activities around the community, from music and painting, to renovating, building or decorating. Jessica is known as the office “foodie” and is always looking for new restaurant and recipe recommendations to experience.

 
Previous Next
Karen West-Taylor

Karen West-Taylor

Senior Trust and Estate Consultant

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.

Doug Gleed

Doug Gleed, CLU, CFP, CH.F.C.

Estate Planning Specialist

Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.

Andrew Duncan

Andrew Duncan, CFP, PFP, CIM

Financial Planning Specialist

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

Karen West-Taylor

Karen West-Taylor

Senior Trust and Estate Consultant

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.

Doug Gleed

Doug Gleed, CLU, CFP, CH.F.C.

Estate Planning Specialist

Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.

Andrew Duncan

Andrew Duncan, CFP, PFP, CIM

Financial Planning Specialist

As a Financial Planning Specialist and member of CIBC Wealth Planning Group, Andrew works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.

With over 20 years of experience, Andrew has provided guidance to many individuals and families in a wide range of wealth management solutions, including: estate planning, retirement planning, charitable-giving, business succession planning and tax optimization strategies.

Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and the Personal Financial Planner PFP® designations.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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