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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Wilson Shipp-Colter Financial Group

  • Home
  • About us
    • Our team
    • Client profile
    • Our philosophy
  • Services
    • Our solutions
    • Our process
    • Investment Consulting Service
  • Market insights
  • Community
  • Contact us
  • Our seminars

Our team

Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 660-3754
Email Email us
Email Email
Telephone Number Tel

About us

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 800 advisors in 100 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
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
Previous Next
Fraser Wilson

Fraser Wilson, B.Comm., MBA, CIMA

Portfolio Manager

Senior Wealth Advisor

Tel:

(519) 660-3754

Email:

Fraser.Wilson@cibc.com

Fraser oversees investment strategy, portfolio construction and due diligence for The Wilson Shipp-Colter Financial Group.  Meeting with clients regularly in his office and throughout Southern Ontario and the greater Toronto area; he has over 30 years continuous experience in wealth management.  Fraser believes in the importance of continuous upgrading and education; having received the Portfolio Manager designation from the Ontario Securities Commission in 2014 and his MBA from The University of Windsor. In 2003, he earned the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. This prestigious program involves a very analytical approach to risk management and portfolio construction. Active in his community, Fraser has been on the Board of Directors and the Investment Committee for the London Community Foundation, a public foundation serving donors and charities primarily in London and Middlesex County. Fraser has also been involved with the London Health Sciences Foundation and participates every year in the CIBC World Markets Miracle Day supporting children's charities. Fraser was born and raised in London. He enjoys staying active hiking, golfing, skiing and running.

Gavin Shipp-Colter

Gavin Shipp-Colter, CIM®

Associate Portfolio Manager

Wealth Advisor

Tel:

(519) 640-3617

Email:

Gavin.ShippColter@cibc.com

Gavin began his career in 2011 in the financial industry and has extensive experience in wealth management and capital markets.

Coming from a family of business owners and professionals, Gavin understands the importance of strong work ethic and integrity. His goal is to always provide exceptional service, a sense of security, and comfort through consistent and transparent communication. His client’s best interests and peace of mind are his number one priority. He develops strategies to help set them up for long term success and enables them to retire well.

Outside of work, Gavin enjoys spending time with his wife, Katie and daughter, Palmer. He likes to stay active, is an avid sports fan and is passionate about golf.

Brenda Malette

Brenda Malette, CFP®

Wealth Advisor

Tel:

(519) 673-6677

Email:

Brenda.Malette@cibc.com

As an Wealth Advisor who holds the Certified Financial Planner designation, I’ve built extensive partnerships that provide me with greater insights and clarity when helping individuals and families strategically manage their financial well-being for generations to come. I take pride in giving you and those most important to you direction and confidence in growing, preserving, and transitioning your wealth. Your story is unique and important to us. We are committed to working with you, listening to you, and putting in place a roadmap that will help you and your family achieve your goals.

Krystyna Morits

Krystyna Morits

Financial Associate

Tel:

(519) 660-3755

Email:

Krystyna.Morits@cibc.com

Krystyna Morits, Financial Associate, is a graduate of Fanshawe College with a Professional Financial Services post-graduate certificate (President's Honour Roll). She joined CIBC Wood Gundy in September 2015. Krystyna is the initial contact person when calling into our office. She is heading up account documentation, administrative matters as well as portfolio rebalancing & processing trades. She is a highly motivated team member eager to provide excellent service to our valued clients. Krystyna is a CIRO registered representative and has completed the Wealth Management Essentials Course. She is originally from Ukraine and has a background in the steel industry. Krystyna and her husband enjoy hiking with their daughter, BBQing and bird watching.

Kyle Murray

Kyle Murray

Client Associate

Tel:

(519) 640-7613

Email:

Kyle.Murray@cibc.com

Kyle is a Client Associate who joined the Wilson Shipp-Colter Financial Group on January 2024. He is a graduate of Business Finance from Fanshawe College. Kyle is responsible for the preparation of our individualized performance reports and comprehensive tax reporting for our clients and their accountants. Kyle is actively involved in ensuring our commitment to client reviews is met. He has completed many industry courses (CSC, WME, CPH, LLQP), and is always eager to pursue further knowledge in the financial industry. Kyle grew up in Sarnia, Ontario, and lives in London. He enjoys reading, staying active, and hiking with his dog.

Matthew McNeil

Matthew McNeil

Client Associate

Tel:

(519) 640-7689

Email:

MatthewR.McNeil@cibc.com

Matt is a Client Associate who joined the Wilson Shipp-Colter Financial Group in October 2024. He is a graduate of the Business Finance program from Fanshawe College. Matt is responsible for the scheduling of Financial Planning, Estate Planning, and portfolio review meetings, as well as other administrative duties. Matt is committed to ensuring that all client needs are met and will help in any way he can. He is excited to continue learning and pursue many financial designations. Matt was born and raised in London, Ontario. He enjoys golfing with his father and spending time with his friends.

Victoria Walters

Victoria Walters

Client Associate

Tel:

(519) 640-1910

Email:

Victoria.Walters@cibc.com

Victoria is a Client Associate who supports the group by providing service directly to clients and the team. She is a graduate of the Professional Financial Services post-graduate program at Fanshawe College, and joined CIBC Wood Gundy in May 2017. Victoria is responsible for processing clients’ requests, portfolio rebalancing & processing trades, documentation and maintaining compliance standards. She is an ambitious and driven individual, in close contact with our clients and their needs. She is a CIRO registered investment representative. Victoria moved to London from Toronto in 2009, and has a background in social service work. She enjoys long walks with her family and 2 dogs, reading and gardening.

Megan Coetzee

Megan Coetzee

Administrative Assistant

Tel:

(519) 673-5272

Email:

Megan.Coetzee@cibc.com

Megan is an Administrative Assistant who joined the Wilson-Shipp-Colter Financial Group in December 2024. She is a graduate of Western University, having earned a BA with an Honours Specialization in Sociology. Megan joined CIBC in 2021 as a part-time Customer Service Representative during her studies. She is currently working towards completing her CSC and CPH industry courses. Megan is responsible for any administrative duties that help to fulfill the client’s needs. Outside of work, Megan enjoys running as well as participating in other sports. She also enjoys cooking, watching movies, and reading.

Fraser Wilson

Fraser Wilson, B.Comm., MBA, CIMA

Portfolio Manager
Senior Wealth Advisor
(519) 660-3754
Opens in your telephone provided application.
Fraser.Wilson​@cibc.com
Opens in your email provided application. Opens in a new tab.

Fraser oversees investment strategy, portfolio construction and due diligence for The Wilson Shipp-Colter Financial Group.  Meeting with clients regularly in his office and throughout Southern Ontario and the greater Toronto area; he has over 30 years continuous experience in wealth management.  Fraser believes in the importance of continuous upgrading and education; having received the Portfolio Manager designation from the Ontario Securities Commission in 2014 and his MBA from The University of Windsor. In 2003, he earned the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. This prestigious program involves a very analytical approach to risk management and portfolio construction. Active in his community, Fraser has been on the Board of Directors and the Investment Committee for the London Community Foundation, a public foundation serving donors and charities primarily in London and Middlesex County. Fraser has also been involved with the London Health Sciences Foundation and participates every year in the CIBC World Markets Miracle Day supporting children's charities. Fraser was born and raised in London. He enjoys staying active hiking, golfing, skiing and running.

Gavin Shipp-Colter

Gavin Shipp-Colter, CIM®

Associate Portfolio Manager
Wealth Advisor
(519) 640-3617
Opens in your telephone provided application.
Gavin.ShippColter​@cibc.com
Opens in your email provided application. Opens in a new tab.

Gavin began his career in 2011 in the financial industry and has extensive experience in wealth management and capital markets.

Coming from a family of business owners and professionals, Gavin understands the importance of strong work ethic and integrity. His goal is to always provide exceptional service, a sense of security, and comfort through consistent and transparent communication. His client’s best interests and peace of mind are his number one priority. He develops strategies to help set them up for long term success and enables them to retire well.

Outside of work, Gavin enjoys spending time with his wife, Katie and daughter, Palmer. He likes to stay active, is an avid sports fan and is passionate about golf.

Brenda Malette

Brenda Malette, CFP®

Wealth Advisor
(519) 673-6677
Opens in your telephone provided application.
Brenda.Malette​@cibc.com
Opens in your email provided application. Opens in a new tab.

As an Wealth Advisor who holds the Certified Financial Planner designation, I’ve built extensive partnerships that provide me with greater insights and clarity when helping individuals and families strategically manage their financial well-being for generations to come. I take pride in giving you and those most important to you direction and confidence in growing, preserving, and transitioning your wealth. Your story is unique and important to us. We are committed to working with you, listening to you, and putting in place a roadmap that will help you and your family achieve your goals.

Krystyna Morits

Krystyna Morits

Financial Associate
(519) 660-3755
Opens in your telephone provided application.
Krystyna.Morits​@cibc.com
Opens in your email provided application. Opens in a new tab.

Krystyna Morits, Financial Associate, is a graduate of Fanshawe College with a Professional Financial Services post-graduate certificate (President's Honour Roll). She joined CIBC Wood Gundy in September 2015. Krystyna is the initial contact person when calling into our office. She is heading up account documentation, administrative matters as well as portfolio rebalancing & processing trades. She is a highly motivated team member eager to provide excellent service to our valued clients. Krystyna is a CIRO registered representative and has completed the Wealth Management Essentials Course. She is originally from Ukraine and has a background in the steel industry. Krystyna and her husband enjoy hiking with their daughter, BBQing and bird watching.

Kyle Murray

Kyle Murray

Client Associate
(519) 640-7613
Opens in your telephone provided application.
Kyle.Murray​@cibc.com
Opens in your email provided application. Opens in a new tab.

Kyle is a Client Associate who joined the Wilson Shipp-Colter Financial Group on January 2024. He is a graduate of Business Finance from Fanshawe College. Kyle is responsible for the preparation of our individualized performance reports and comprehensive tax reporting for our clients and their accountants. Kyle is actively involved in ensuring our commitment to client reviews is met. He has completed many industry courses (CSC, WME, CPH, LLQP), and is always eager to pursue further knowledge in the financial industry. Kyle grew up in Sarnia, Ontario, and lives in London. He enjoys reading, staying active, and hiking with his dog.

Matthew McNeil

Matthew McNeil

Client Associate
(519) 640-7689
Opens in your telephone provided application.
MatthewR.McNeil​@cibc.com
Opens in your email provided application. Opens in a new tab.

Matt is a Client Associate who joined the Wilson Shipp-Colter Financial Group in October 2024. He is a graduate of the Business Finance program from Fanshawe College. Matt is responsible for the scheduling of Financial Planning, Estate Planning, and portfolio review meetings, as well as other administrative duties. Matt is committed to ensuring that all client needs are met and will help in any way he can. He is excited to continue learning and pursue many financial designations. Matt was born and raised in London, Ontario. He enjoys golfing with his father and spending time with his friends.

Victoria Walters

Victoria Walters

Client Associate
(519) 640-1910
Opens in your telephone provided application.
Victoria.Walters​@cibc.com
Opens in your email provided application. Opens in a new tab.

Victoria is a Client Associate who supports the group by providing service directly to clients and the team. She is a graduate of the Professional Financial Services post-graduate program at Fanshawe College, and joined CIBC Wood Gundy in May 2017. Victoria is responsible for processing clients’ requests, portfolio rebalancing & processing trades, documentation and maintaining compliance standards. She is an ambitious and driven individual, in close contact with our clients and their needs. She is a CIRO registered investment representative. Victoria moved to London from Toronto in 2009, and has a background in social service work. She enjoys long walks with her family and 2 dogs, reading and gardening.

Megan Coetzee

Megan Coetzee

Administrative Assistant
(519) 673-5272
Opens in your telephone provided application.
Megan.Coetzee​@cibc.com
Opens in your email provided application. Opens in a new tab.

Megan is an Administrative Assistant who joined the Wilson-Shipp-Colter Financial Group in December 2024. She is a graduate of Western University, having earned a BA with an Honours Specialization in Sociology. Megan joined CIBC in 2021 as a part-time Customer Service Representative during her studies. She is currently working towards completing her CSC and CPH industry courses. Megan is responsible for any administrative duties that help to fulfill the client’s needs. Outside of work, Megan enjoys running as well as participating in other sports. She also enjoys cooking, watching movies, and reading.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Brian Lawson

Brian Lawson, CFP, RRC, CIM

Financial Planning Specialist

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist

Email:

jordan.crampton@cibc.ca

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

 

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

 

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Bryan Head

Bryan Head, B.Comm., CFP, CIM, PFP, BA

Private Banking Advisor

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

Brian Lawson

Brian Lawson, CFP, RRC, CIM

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.

Jordan Crampton

Jordan Crampton, CFP, CLU

Estate Planning Specialist
Opens in your telephone provided application.
jordan.crampton​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

 

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

 

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Bryan Head

Bryan Head, B.Comm., CFP, CIM, PFP, BA

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As a Private Banking Advisor, Bryan believes a key part of his role is to provide clients and their families with convenience, flexibility and peace of mind through the services he provides and the financial solutions offered. Together with his Associate; they manage clients’ day-to-day banking, cash and credit management, and investing needs, while working closely with their extended team of advisors. Clients are offered highly personalized, proactive attention, along with timely, professional and reactive services.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.