After completing a Bachelor of Science (BSc.) from Cornell University in 1981 and a Masters of Business Administration (MBA) from Western University’s Ivey School of Business in 1985, Doug entered the investment industry. A resident of London, Doug and his wife, Susanne, have three children, Jordan, Spencer, and Stephanie.

Ryan entered the financial industry in 2004 and holds the credentials to provide investment and estate planning advice. He graduated in 2003 with a Bachelor of Arts in Economics (BA) from Western University and holds the Financial Management Advisor (FMA) designation. Ryan currently resides in London with his wife, Shannon, and their two children, Carter and Sarah.

Matt has been in the financial services industry since 1989 and joined CIBC in 1990. Matt holds the Certified Financial Planner® and Chartered Investment Manager (CIM®) designations. Matt and his wife, Cindy, reside in London and have four children, Chris, Alex, Joe and Katie.

Jordan entered the financial industry in 2013 after graduating in 2012 with a degree in Business Management (BMgmt) from Dalhousie University. In 2018, Jordan earned the Chartered Financial Analyst (CFA®) designation. Jordan currently resides in Ilderton with his spouse, Tori and their sons, Austen and Morgan. 

Greg has worked in the financial industry since 2005. He graduated in 2009 with a diploma in Financial Planning Services from Fanshawe College. Greg holds the Chartered Investment Manager (CIM®) designation. Greg currently resides in Dorchester with his spouse, Laura and their son, Griffin.  

Carrie has been in the financial services industry since 1997, after graduating from Wilfrid Laurier University with an Honours Bachelor of Arts, (BA Hons). Carrie presently resides in Wallacetown with her husband, Matt and their daughter, June.