Michael Homburger, is a CIRO registrant who trades in equities and options. He has been providing clients with seasoned financial analysis and portfolio reviews since 1987. He studied Economics at the University of Western Ontario.

Prior to joining our team, Brad was a Director with CIBC Private Wealth’s Investment Strategy Group.In this role, Brad and his team managed several equity and fixed-income portfolios that were exclusive to CIBC Wood Gundy advisors. In addition, he also provided equity ideas and market views to Wood Gundy Investment Advisors and their clients across Canada.

Before joining CIBC, Brad was the head of U.S. equity research for a European research firm and spent several years trading fixed-income and equity index futures. Brad is a graduate of the John Molson School of Business at Concordia University, holds an MBA from the Rotman School of Business at the University of Toronto, is a CFA Charterholder, and is also a registered Portfolio Manager with the Canadian Investment Regulatory Organization.

Haleh Baek is registered with CIRO and she handles equities and options trades. Haleh joined Dr. Smith's team in 2009 and takes pride in serving clients, while currently holding the Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM) designations. She also holds a Specialized Honours degree in Pure Mathematics from York University.

A CIRO registrant who joined the team in 2005. Chris graduated with a BA (Honours) in Economics from the University of Toronto and currently holds the Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM®). Chris is an integral part of the team, who concentrates on equity trading, and assists with client service requests.

Alexa is a CIRO registrant Client Associate who joined the team in 2002.
She specializes in documentation, estates, TFSAs and client support.
She holds a degree from the University of Toronto.

Andrew Houldsworth is a Client Associate who joined Dr. Smith's team in 2015. He has over 20 years of experience with CIBC since starting in Victoria, B.C. in 2004. 

Andrew has worked closely with Jay since 2015 at CIBC Wood Gundy. Andrew brings value to the team by focusing on client relationships and administrative responsibilities, while providing impeccable service to clients and technical support to the team. He holds a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University and a Diploma of Business Administration in Accounting from Camosun College.

Victoria Nepomuceno has over 13 years of experience in the financial services industry and a business education from Centennial College. Victoria joined Dr. Smith's team in 2019 as Branch Administrator to manage various aspects of branch operations, and she is a great asset to the team.

Mate Petrovic joined Dr. Smith's team in 2019, coming from the Calgary branch where he had over 8 years of experience with another team in the city. His Bachelor of Business Administration was received from Mount Royal University, and Mate is able to assist in all aspects of client interaction, from administration to trading support. He brings a wealth of experience and knowledge to the team.

Nik joined Dr.Smith’s team in 2023. He has a Bachelor of Commerce from Toronto Metropolitan University and over 3 years of experience in the financial services industry. 

Kelly Leon joined Mr. Smith’s team in 2024 and she has accumulated over 20 years of experience working at CIBC Wood Gundy. Her ability to anticipate client needs before they arise sets her apart as a proactive and attentive professional. Kelly holds a Bachelor of Business Administration (BBA) from Acadia University, she also holds the Chartered Investment Manager (CIM) designation.

Kelly provides administrative support and client service, focusing on delivering outstanding client experiences and a strong foundation of knowledge.

Thomas provides administrative support to the team and has been with CIBC for 12 years, much of which was spent with our Private Banking partners. 

As a Financial Planning Specialist, Peter supports Investment Advisors in delivering integrated financial planning services to our clients. Before working with our team, he spent 10 years supporting financial planning at CIBC Wood Gundy's head office where he was responsible for the successful implementation of our industry-leading financial planning tools and software, and has helped create over 1,000 financial plans for Investment Advisors across the country. Peter has obtained the Personal Financial Planner (PFP) designation and completed a number of courses through the Canadian Securities Institute.