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Mac first joined CIBC in 2015. He comes to us most recently from the CIBC Wood Gundy office in Toronto where he provided full service financial advice to clients across Canada. Mac has a passion for capital markets and understanding the political landscapes that shape them. He seeks to make a difference with clients by building tailored investment solutions specific to their long term objectives and individual needs.

A Windsor native, Mac is a graduate of the University of Windsor where he was a member of the Varsity golf team. A Chartered Financial Analyst, he is registered with IIROC to provide clients discretionary portfolio management and to trade in options and derivatives. He is also life insurance licensed. When he has spare time, he enjoys playing golf, reading and staying physically active.

Kelly joined CIBC in 2019 and most recently held the role of Financial Advisor in London. Kelly is passionate about helping clients reach their long-term goals and protecting their wealth. She enjoys working with multigenerational clients and guiding them through the various financial stages of life. Prior to a mid-life career change, Kelly had spent over 20 years in the health care field. Kelly also spent time as a bookkeeper specializing in personal and small business tax needs. In her down time, Kelly loves spending time with her husband, their children and granddaughter along with the family dog. Kelly also loves spending time traveling, which she does at every opportunity possible and enjoys the experiences it brings.