After completing a Bachelor of Science (BSc.) from Cornell University in 1981 and a Master of Business Administration (MBA) from Western University’s Ivey School of Business in 1985, Doug entered the investment industry.

The Berk team stresses a long-term approach to investing and emphasizes financial planning to help clients’ ambition and goals become a reality.

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 has been providing clients with investment and estate planning advice for more than 25 years and holds the Certified Financial Planner (CFP) 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 prestigious Chartered Financial Analyst (CFA) designation. Jordan is focused on constructing balanced portfolios, as well as retirement and estate planning. Jordan currently resides in Ilderton with his spouse Tori and their sons, Austen and Morgan.

Greg has worked in the financial industry since 2005 and holds a diploma in Financial Planning Services from Fanshawe College. After joining CIBC Wood Gundy in 2010, he has continued his education and holds a Chartered Investment Manager (CIM®) designation. He is fully licensed for equity and options trading along with insurance. As a Financial Associate, he provides the highest level of client care and exceptional service. 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 a Honours Bachelor of Arts, (BA Hons). As a Financial Associate, she approaches all administrative issues pertaining to the team in a diligent and efficient manner. Carrie presently resides in Wallacetown with her spouse, Matt and their daughter, June.

Kim has been in the financial services industry since 1990. As a client associate, Kim’s experience and knowledge allows her to coordinate all of the key operations of administration to ensure great service for all clients. A resident of Dorchester, Kim and her husband Andy have three children, Rachel, Emily and Olivia.