With over 25 years of industry experience at Wood Gundy, Jeffrey strives for new and meaningful relationships with a variety of clients! He specializes in strategic investment management for business owners, executives & professionals. Jeffrey applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax advantaged solutions with clients. 

Jeffrey holds the designations of Chartered Financial Analyst (CFA), Associate Portfolio Manager (APM), Canadian Investment Manager (CIM®), Certified Financial Planner (CFP), and graduated from the University of Western Ontario with a degree in financial economics. 

He is also extremely passionate about sports as he oversees his family’s Toronto Maple Leaf tickets that they have owned consecutively since 1939 when they were the Toronto St Pats in the Mutual Street Arena! A love of cooking helps in the support he gives to the local Ronald McDonald House’s dinner program for families staying at the house and financial support to the charity.

Tom has over 25 years of experience in the financial services sector. During this time, Tom has earned both the Certified Financial Planner (CFP) designation, and the Chartered Investment Manager (CIM) designation. Tom's background in the areas of Financial, Retirement, & Estate Planning compliments his role in assisting clients with portfolio design and technical analysis.

When he isn't at work Tom enjoys traveling, music, and community involvement working with youths at risk of being justice involved!

As a Senior Trust and Estate Consultant, Lori's goal is to provide you and your family with confidence and peace of mind. She offers services as a professional executor, power of attorney for property or trustee and can also support someone else you appoint for these roles. Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Lori and her team has the expertise to execute or assist others in efficiently executing that role. Lori has been in the financial services industry since 1989 and part of CIBC Trust Services since 1993.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.

Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.

Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.

Kellie has been in the financial services industry since 2010, and with CIBC since 2014.  She has obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. 

As a CIBC Senior Private Banking Advisor, Kellie believes a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.

Together with her Associate, they work closely with colleagues from across the CIBC Group of Companies to provide answers to clients’ immediate questions and providing recommendations on how to best position their financial resources for the future.

By taking the time to learn about and understand their clients, they can provide customized banking services to meet their unique needs.

Shelley joined the financial services industry in 1998 after an 11 year career in public accounting. Her work assisting business owners with all aspects of their accounting and tax needs gave her a great understanding of the inner workings of the business owner landscape.

Since joining the financial services industry, Shelley has held various positions in financial planning, offshore captive management and reinsurance, risk and tax and estate planning.

Shelley uses her knowledge and experience to help affluent Canadian families achieve their financial goals and enjoy peace of mind. As a Wealth Strategist, Shelley takes an in-depth approach to understand client's unique situation and provides a formal recommendation to optimize how their financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

With over 25 years industry planning experience, Colleen joins us from an independent planning firm where she was a Financial Planner working with high-net-worth clients. Her background includes wealth planning with BMO Wealth Management, financial planning with Educators Financial Group, Financial Consultant with Scotia Private, & Senior Financial Consultant with MD Management. Colleen is passionate about financial planning, with a proven track record of success in delivering financial plans and advanced planning strategies to clients. She is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession, & transition planning.

As an accredited professional, Colleen earned her Bachelor of Administration degree at the University of Ottawa. She has earned the Certified Financial Planner (CFP), the Canadian Investment Manager (CIM), & the Financial Management (FMA) designations.

In her spare time, Colleen enjoys raising her two children, with a son active in competitive hockey and a daughter active in horse riding.