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

Wilson Shipp-Colter Financial Group

  • Home
  • About us
    • Our team
    • Our philosophy
  • Our Clients
    • Client Profile
    • Farmers
    • Small Business Owners
    • Retirees
  • Services
    • Our process
    • Our solutions
    • Investment Consulting Services
  • Client Outreach
    • Community
    • Our seminars
    • Client Events
  • Contact us
  • Market insights

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 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 more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance Strategic
  • philanthropy Legacy planning
  • Business succession
    growing
     
    people


    Your goals are unique, and the advice you receive should reflect that. Our team is focused on creating meaningful advisory relationships built on trust, financial knowledge, and a deep commitment to professional service. We work closely with you to understand what matters most and to provide guidance aligned with your long-term objectives.

     
    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®

    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, CIM®

    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 holds the Chartered Investment Manager (CIM®) designation, 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

    As a Client Associate since October 2024, Matt brings a strong financial background and client first mindset to the Wilson Shipp-Colter Financial Group. He is a graduate from Fanshawe's Business Finance program, and is currently pursuing the CIM® designation. Matt is responsible for executing trades, fulfilling client requests, and is the main point of contact for scheduling Financial Planning and Estate Planning meetings. He regularly participates in portfolio review meetings and is committed to developing relationships with more clients. He is eager to continue learning and pursuing many financial designations in the future. Born and raised in London, Ontario, Matt enjoys playing the local golf courses with his father and spending time with his friends and family. 

    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

    Client Associate

    Tel:

    (519) 673-5272

    Email:

    Megan.Coetzee@cibc.com

    Megan is a Client Associate 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 the Wealth Management Essentials Course. Megan is responsible for processing client requests, account documentation, and any other administrative duties that help to fulfill the client’s needs. Outside of work, Megan enjoys spending time with her family and friends. She also enjoys cooking, watching movies, and trying new activities. 

     

    headshot

    Henry Skinner

    Administrative Assistant

    Tel:

    (519) 435-0770

    Email:

    Henry.Skinner@cibc.com

    Henry is an Administrative Assistant who joined the team in March 2026. He supports the group by helping with a variety of administrative duties to ensure client needs are met efficiently and professionally. Henry is a graduate of the Business Finance program at Fanshawe College and has completed several industry courses, including the CPH, CSC, and LLQP.

    Having grown up in London, Ontario, Henry brings a strong local connection and a commitment to supporting both the team and its clients. Outside of work, he enjoys spending time with his family and being in nature, whether going for walks or running.

    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®

    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, CIM®

    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 holds the Chartered Investment Manager (CIM®) designation, 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.

    As a Client Associate since October 2024, Matt brings a strong financial background and client first mindset to the Wilson Shipp-Colter Financial Group. He is a graduate from Fanshawe's Business Finance program, and is currently pursuing the CIM® designation. Matt is responsible for executing trades, fulfilling client requests, and is the main point of contact for scheduling Financial Planning and Estate Planning meetings. He regularly participates in portfolio review meetings and is committed to developing relationships with more clients. He is eager to continue learning and pursuing many financial designations in the future. Born and raised in London, Ontario, Matt enjoys playing the local golf courses with his father and spending time with his friends and family. 

    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

    Client Associate
    (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 a Client Associate 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 the Wealth Management Essentials Course. Megan is responsible for processing client requests, account documentation, and any other administrative duties that help to fulfill the client’s needs. Outside of work, Megan enjoys spending time with her family and friends. She also enjoys cooking, watching movies, and trying new activities. 

     

    Henry Skinner

    Administrative Assistant
    (519) 435-0770
    Opens in your telephone provided application.
    Henry.Skinner​@cibc.com
    Opens in your email provided application. Opens in a new tab.

    Henry is an Administrative Assistant who joined the team in March 2026. He supports the group by helping with a variety of administrative duties to ensure client needs are met efficiently and professionally. Henry is a graduate of the Business Finance program at Fanshawe College and has completed several industry courses, including the CPH, CSC, and LLQP.

    Having grown up in London, Ontario, Henry brings a strong local connection and a commitment to supporting both the team and its clients. Outside of work, he enjoys spending time with his family and being in nature, whether going for walks or running.

     
    Previous Next

    Our partners

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

    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.

    Lori Strong

    Lori Strong, MTI, TEP

    Senior Trust and Estate Consultant

    As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

    Nick Comly

    Nick Comly, B.B.A.

    Senior Private Banking Advisor

    Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.

    Chris Martin

    Chris Martin, CPA, CA

    Financial Planning Specialist

    With over 20 years of experience as a Partner at an accounting firm, Chris brings extensive expertise in supporting small businesses and individuals. Throughout his career, Chris has provided strategic advice in areas such as business planning, tax optimization, and financial management, helping clients build sustainable financial success. Chris is passionate and dedicated to helping clients achieve their personal and professional goals through practical, tailored strategies. His deep understanding of both business and personal finance enables him to provide comprehensive guidance in areas such as retirement planning, tax planning, cash flow management, estate planning, and business. Chris is a highly accredited professional, holding the Chartered Business Valuator (CBV) and the Chartered Professional Accountant (CPA,CA). He also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, Waterloo.

    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.

    Lori Strong

    Lori Strong, MTI, TEP

    Senior Trust and Estate Consultant
    Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

    As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

    Nick Comly

    Nick Comly, B.B.A.

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

    Nick believes that a key part of his role is to provide his clients and their family with convenience, flexibility and peace of mind through the services and financial solutions he provides. Based on his client's goals, Nick engages partners from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future. Nick has worked in the financial services industry since 2010.

    Chris Martin

    Chris Martin, CPA, CA

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

    With over 20 years of experience as a Partner at an accounting firm, Chris brings extensive expertise in supporting small businesses and individuals. Throughout his career, Chris has provided strategic advice in areas such as business planning, tax optimization, and financial management, helping clients build sustainable financial success. Chris is passionate and dedicated to helping clients achieve their personal and professional goals through practical, tailored strategies. His deep understanding of both business and personal finance enables him to provide comprehensive guidance in areas such as retirement planning, tax planning, cash flow management, estate planning, and business. Chris is a highly accredited professional, holding the Chartered Business Valuator (CBV) and the Chartered Professional Accountant (CPA,CA). He also holds a Bachelor of Business Administration (BBA) from Wilfrid Laurier University, Waterloo.

     
     
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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.