Since joining CIBC Wood Gundy in 2003, Ted has focused on creating effective partnerships with clients, built on integrity and honesty. He is committed to helping clients achieve their financial goals by providing them with innovative solutions designed to meet their specific needs. By leveraging the expertise of our partners across the CIBC Group of Companies, he is able to access a full range of products and services for clients. These include Investment Management; Retirement and Estate Planning; Charitable Giving; Tax Efficiency; and Multi-Generational Wealth Transfer. In addition, Ted works with foundations and institutions, delivering wealth management expertise and guidance. An avid skier and snowboarder, Ted volunteers with the Canadian Ski Patrol, and can be seen patrolling the slopes at Boler Mountain.

Laura has been a trusted advisor to a select group of individuals and their families, entrepreneurs and professionals for over 25 years. As a Portfolio Manager, she is directly responsible for our discretionary wealth management strategies and offers integrated wealth building solutions for individuals, business owners and charitable organizations. In addition to helping clients build and protect wealth, Laura ensures that investment strategies complement estate planning strategies. Laura holds the designations of Canadian Investment Manager (CIM), Certified International Wealth Manger (CIWM), and Fellow of the Canadian Securities Institute (FCSI). She values quality time with her family, traveling, and staying active through a variety of activities including biking, cardio kickboxing, and golf.

Shawnna started her investment career in 1988 and has been a valuable member of the Grant Regnier Financial Group for over 20 years. Shawnna is responsible for all day-to-day client administration and reporting and is often commended for her well-rounded knowledge base, outstanding service quality and warm demeanour. She handles portfolio-related questions, our trading and portfolio implementation processes and is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. Born and raised in Montreal (Go Habs Go!), she is fluent in both English and French. Outside of the office, Shawnna can be found with her husband Mike lying by the pool in the summer or travelling to tropical islands in the winter.

Matthew offers superior client service to existing and new families joining the Grant Regnier Financial Group. He assists with client reporting, account administration, new account opening, documentation, transfers, and helping new clients get to know our team. He is fully licensed to execute trades in equities, fixed income, mutual funds, and foreign exchange. With over 3 years in the finance industry, he helps to deliver the smoothest possible experience to our existing client or those transitioning to the Grant Regnier Financial Group. A recent new homeowner, he values time with his family and is an avid cyclist.