James is a graduate of the University of Calgary with a Bachelor of Commerce degree in Finance. With 15 years of experience at CIBC, James focuses on identifying major market themes, analyzing equity and fixed income securities, and monitoring client portfolios to ensure investment policy compliance. James is a CFA Charterholder and maintains memberships with the CFA Institute and Calgary CFA Society. James is a registered CIRO Portfolio Manager and oversees both transactional and discretionary portfolios for clients. Having completed the Derivatives Fundamentals & Options Licensing course, James is registered for trading. Among the numerous charities he assists, James is long-time supporter and donor for Kids Cancer Care Foundation of Alberta.

Charet is a University of Calgary graduate with a Bachelor of Commerce degree. With 15 years of experience, Charet is a registered CIRO Portfolio Manager and oversees both transactional and discretionary portfolios for clients. He is a CFA® Charterholder and maintains memberships with the CFA Institute and Calgary CFA Society. Charet also holds the Chartered Investment Manager (CIM®) designation, along with a Certificate in Derivative Market Strategies. Prior to joining CIBC Wood Gundy, Charet worked in the Oil and Gas sector, developing a wealth of experience in energy markets. Charet also managed and led a start-up business venture to be listed on the public exchange. Charet is an avid supporter of the Calgary Children's Hospital.

Nick graduated from Queen’s University with a Bachelor of Commerce (Honours) and also has an MBA from the Schulich School of Business at York University. With over 5 years of Capital Markets sales and trading experience, Nick focuses on designing custom investment strategies for clients in the public and not-for-profit sector as well as for high net worth families. Nick, his wife and their four young children are Burlington residents. He devotes time to causes focusing on the well-being of children and families within the Halton Region community.

Jake is a graduate of York University with a Bachelor of Science in applied mathematics. Jake previously worked directly in Capital Markets sales and trading, customizing a wide variety of bespoke investment products. He has a sophisticated understanding of fixed income markets, equity derivatives, and debt issuance. As a former national team member at Gymnastics Canada, Jake brings drive, dedication, and energy to every task he completes. He has successfully completed Level I of the CFA designation.