Dave Bassett, CIM, FCSI
With degrees in economics and business, multiple investment designations and over 25 years experience, I can provide you with the knowledge and experience required for your long term financial success. Working together, we'll develop a financial plan that supports your values and goals and allows you to grow and preserve your wealth.
While not at work, Dave & his wife enjoy travelling the globe. Having visited over 40 countries including China, Russia & India.
Ben Houston, CIM, PFP, FCSI
I have been licensed to provide investment advice for over 15 years and joined CIBC Wood Gundy in 2018. I help create, monitor and recommend customized investment portfolios using stocks, bonds, exchange traded funds and other financial instruments. Together with Dave Bassett we offer highly personalized and proactive attention, along with timely, professional and reactive services.
Outside of work, Ben and his family enjoy spending time in Guadalajara, Mexico. Ben, his wife and daughter are all proficient in Spanish.
Jackie has worked with CIBC Wood Gundy & predecessor firms since 1981. As a Financial Associate, Jackie is fully licensed and has completed progressive Canadian Securities Institute courses. She is also Insurance Licensed. With over 35 years in the investment business, Jackie offers investors her wealth of industry experience every day. She is deeply committed to building long term relationships with our clients based on trust and mutual respect. She specializes in problem solving and is involved in all aspects of the client services experience.
During her free time, Jackie enjoys long walks, gardening and relaxing on the dock. Born and raised in Nova Scotia and New Brunswick, Jackie moved to Ontario in 2002 but will always be a "Maritimer" at heart.
Susan has been with CIBC Wood Gundy for over 25 years. She is passionate about providing superior client service in a timely and efficient manner. Her organizational skills and attention to detail make her an invaluable asset to the team. Any administrative request or question is not too small or too large for her immediate attention.
In her free time she enjoys experimenting in the kitchen, quilting and being outdoors with family and friends.
Andrew Duncan is a Director, Financial Planning Specialist and Team Lead with the CIBC Wealth Planning Group. He works closely with CIBC Wood Gundy Investment Advisors to provide customized and in-depth financial planning solutions to their valued clients.
With over 25 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 optimizations strategies.
Andrew holds a Bachelor of Business Economics degree from Brock University. He also holds the: Certified Financial Planner CFP, Registered Retirement Consultant RRC, Personal Financial Planner PFP, and Chartered Investment CIM designations.
As a Senior Private Banking Advisor. I believe a key part of my role is to provide my clients and their family with convenience, flexibility and peace of mind through the services I provide and the financial solutions I offer.
Once I understand my clients' goals, I engage my colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. I can quickly understand my clients' needs and assemble a team that will structure a solution to best meet their short, medium and long-term goals.