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 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.

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, 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 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.

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 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 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.