Keith has been a licensed Investment Advisor in St. John’s, Newfoundland & Labrador, since 1993 and is currently a Discretionary Portfolio Manager and Senior Wealth Advisor who is privileged to manage the wealth of high net worth families, endowments, business owners and not-for-profit organizations.

Keith has built his business on trust, reliability and a reputation of providing exceptional client service to the households he has the privilege of working with.

Keith and his team pride themselves on constructing tailored made portfolios for each and every client while delivering a high level of service with regular client contact and in person updates throughout the year.

A graduate of Memorial University of Newfoundland, Keith has a long and successful record of industry and community leadership:

- Licensed Discretionary Portfolio Manager

- Certified Investment Manager (CIM)

- Past National Chair – Investment Industry Regulatory Organization of Canada’s (IIROC) National Advisory Council

- Past National Branch Manager of the Year for another leading Investment firm

- Past Volunteer of the Year for the St. John’s Board of Trade

- Past National Community Builder of the Year (SWM)

- Past Instructor with the Canadian Securities Institute of Canada (CSI)

Keith is a proud father of three amazing children, and has been married to his wife for over 27 years. A past ironman and long distance enthusiast, Keith now spends his spare time in his wood shop at home or exploring somewhere in the wilderness, hiking, biking, hunting, fishing or snowmobiling.

Chris started in the banking industry in 2013 in a retail branch, then quickly joined the investment industry in 2014. With his thirst for knowledge and education, he quickly moved into a Client Associate role in 2016, after completing the Canadian Securities Course (CSI).  Since then, Chris has completed both the Conduct and Practices Handbook (CPH) as well as Wealth Management Essentials and is fully licensed as a Registered Representative to help with all of our clients needs.

Having originally entered the banking industry based on his interpersonal skills, Chris takes pride in providing the absolute best level of service for each and every client.  His commitment to offering prompt service when responding to client requests, combined with his never ending positive attitude are but a few reasons he is so much appreciated by our clients.

Always forward thinking, Chris continues to take in the knowledge and expertise of his colleagues, as well as the Canadian Securities Institute, while pursuing a more integrated role and responsibilities within the CIBC Wood Gundy team.

.

As a Senior Private Banking Advisor, a key part of my role is to provide you and your family with convenience, flexibility and peace of mind. I do this through the services I provide and the financial solutions I offer.

Once I understand your goals, I engage my CIBC colleagues to work together to develop financial solutions and recommend how to best position your financial resources now and in the future.

By taking the time to learn about and understand you, I can provide customized banking services to meet your unique needs.

With over 30 years of experience in the financial services and arts sector, Doreen provides  financial planning advice to high net worth and ultra-high net worth clients. Leveraging her extensive industry experience and always acting with integrity, she facilitates a client centric process that prioritizes listening and empathy to provide a positive experience which empowers clients to confidently take action.
Doreen is a Chartered Professional Accountant (CA); a Certified Financial Planner; and a Family Enterprise Advisor.

As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.