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).

David joined CIBC Wood Gundy following a successful 10-year career in Commercial Real Estate. David will be focused on delivering long-term capital appreciation combined with a reasonable risk-adjusted income stream for his clients. David was born in Victoria and following a 10-year professional hockey career, happily settled back in Victoria and began his professional working career.

Brian has been an investor for 35 years and an Investment Advisor since 1995. He joined CIBC Wood Gundy in 2005 and served as Vice-President and Investment Advisor from 2006 until 2011. 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.

Jane worked in the financial services industry for over 15 years before joining CIBC Wood Gundy in 2008. Jane works closely with Jake and Brian to ensure your needs are met to the highest expectation and she is fully licensed to execute all transactions. Jane holds both a Bachelor of Business Administration and a Bachelor of Commerce from the University of Ottawa. She is a Fellow of the Canadian Securities Institute, has her Canadian Investment Management designation and holds a Life Insurance License.

Sue joined our team in December and brings with her 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. In her spare time Sue enjoys spending time with her family and travelling.