Greg Stewart, an Investment Advisor with CIBC Wood Gundy, specializes in managing portfolios to meet the needs of his clients. Greg's family roots go back three generations in the financial services industry. As an Investment Advisor with a team with over 30 years experience, Greg is dedicated to the enhancement and preservation of individual investor assets. His wealth management process begins by collaborating with you. Through the decisions made together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

James is an Associate Investment Advisor for a select group of very successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. James has developed and refined a process to put all of the pieces of that puzzle together.

James is a strong believer in giving back to the community and using his experience and talents as a multiple world championship winning bagpiper. He teaches many students in the Okanagan Valley and around the world by volunteering his time both in person and online. In addition to being a member of the Field Marshal Montgomery Pipe Band in Northern Ireland, James also enjoys mountain biking, skiing, golfing, pickleball and spending time with his wife and children.

Jan Stenseth, licensed Client Associate, joined the investment industry in 2010 with a strong background in accounting, government services and private industry. Jan manages the daily administrative responsibilities of the team and is passionate about building and nurturing our client relationships.