Jake will be your "personal CFO" quarterbacking the entire process for you. Jake has worked in the financial industry since 1998. Prior to joining CIBC Wood Gundy, he served as the Chief Investment Officer for another financial institution. As a discretionary Portfolio Manager, Jake devotes his time to pursuing strong risk adjusted returns on investments. Jake is available to discuss investment strategies, individual positions, market updates and meet with you to review your portfolios. Jake, a Victoria native, has a diploma in finance, a Bachelor of Commerce and holds the Chartered Financial Analyst designation (CFA).

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy as an Investment Advisor in 2005. While his formal background is in Business Management and Accounting, he has enjoyed successful careers in the private sector, including a wide range of real estate investment and management positions. Brian's clients have benefited from this diverse background and he continues to focus on client service and advice respecting investment, retirement and estate planning matters.

Sue brings to the team extensive experience in office administration and management. She handles a variety of administrative responsibilities including account documentation, withdrawals, RRIF payments, TFSA and RRSP contributions and various client requests. She is focused on developing and maintaining customer service. Sue joined the team in December of 2019 and will be able to answer or direct any administrative questions you may have.