I provide affluent clients with an investment experience that is highly structured and easily understood to ultimately help clients achieve their investment goals. My philosophy is conservative in nature.

I have 25 years of experience in which I have witnessed numerous investment cycles. I have coached clients through bull markets, recessions, market bubbles and meltdowns. This experience allows me to take a skillful and professional approach in any future market conditions.

I hold a Bachelors of Commerce degree from the University of Guelph and a Certificate in Accounting and Finance from McGill University. I also hold the Financial Management Advisor (FMA) designation. In addition, I specialize in the 50-Plus market and am currently seeking certification for the Elder Planning Counselor (EPC) designation.

I am committed to making a difference in my community. I support the Crusade Against Cancer - a West Island charitable organization. I have previously served on the board of Directors of Table de Quartier Sud de L'Ouest de L'Ile (TQSOI) and I am currently considering establishing a Montreal chapter for the Canadian Association of Retired Persons (CARP).

Liam holds a bachelor's degree in Economics from McGill University. He joined the securities industry in 2025, and has completed the courses offered by the Canadian Securities Institute. His duties on the team are both administrative and financial. He assists his team with managing client portfolios, preparing detailed reports to ensure a smooth client experience, while supporting day-to-day account operations.

Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 2 candidate, which is the highest professional standard in portfolio management.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.