David Hooper, CFP
David Hooper has been in the investment industry since 1998, and joined CIBC Wood Gundy as an Investment Advisor in 2007.
Before starting at CIBC Wood Gundy, David spent five years as a Financial Consultant with one of Canada's largest integrated wealth management companies.
David joined the financial services industry after completing the Financial Services Program at Fanshawe College in London, Ontario. He is a proud graduate of this program and now gives back to the College as a Community member of the Fanshawe College Investment Committee.
As a Senior Wealth Advisor, David is committed to professional development and education. He holds the Certified Financial Planner (CFP) designation, and is fully licensed to offer Insurance and Estate Planning solutions.
As part of CIBC Wood Gundy, Canada's leading full-service investment firm, David has the resources and expertise necessary to manage significant assets in the sophisticated manner required by today's complicated financial landscape.
In addition, he has developed working relationships with specialists in accounting, legal, general insurance and real estate.
As an experienced Senior Wealth Advisor and practicing CFP, David develops an exact understanding of his clients' financial goals and objectives to provide customized comprehensive investment management. During regular reviews, he discusses items such as credit management, estate planning, insurance and retirement planning.
Areas of Expertise
• Advisory and Professional Investment Management
• Financial, Education and Retirement Planning Services
• Tax Reduction Strategies
• Equities, Fixed Income, Mutual and Pooled Fund Expertise
• Estate Planning Services, Life Insurance and Annuities
Jace Gordon, CFP®
Jace has been in the Financial Services Industry since 2013 and joined the team in 2016. Prior to joining CIBC Wood Gundy, Jace spent three years as a Financial Advisor in a branch at another major bank. Jace joined the Financial Industry after graduating from the Business Administration program at Lambton College and Professional Financial Services, a graduate program at Fanshawe College.
Given Jace’s previous experience and ongoing professional development, he is knowledgeable in investment management, estate planning, risk management, retirement planning and credit management.
Jace has obtained his CFP®, Certified Financial Planner® designation. His future goal is to become an Associate Investment Advisor on the team and further help support David and the needs of our growing client base.
As a Client Associate, Nicole is the team leader for all client and administrative issues pertaining to the team.
Nicole has been in the financial services industry since 2000. Nicole is a graduate from the Legal Assistant program offered at Fanshawe College.