John completed a Bachelor of Commerce (Co-op) from Memorial University in 1990. Following several years as a management consultant, which culminated in the operation of his own management consulting practice, he completed a Master of Business Administration degree at St. Mary's University. John joined CIBC Wood Gundy as an Investment Advisor in 1997. His approach to business focuses on listening to the client, quality, diversification, asset allocation, financial planning, estate planning, and the use of insurance where appropriate. Beyond his work, John is a valuable contributor to the local community. He is a very active member and past President of the Rotary Club of St. John's East and is a recipient of the prestigious Paul Harris Fellowship from Rotary International. John is married to Leslie Ann, and they have two sons.

Over the past 12 years Alyson has held more advanced roles in the Commercial Bank, most recently as Senior Manager and Team Lead in the Newfoundland Market. With a strong foundation in both financial services and business lending, Alyson has shown a passion for building and maintaining client relationships. Alyson is a graduate of Memorial University, holding a Business Administration Degree with a focus in Finance as well as a Bachelor of Arts Degree, Political Science Major. Alyson is passionate and active in her community and you can often find her volunteering with her children Olivia and Madelyn and her husband Alex.

Valerie graduated from Memorial University with a Bachelor of Commerce (Co-op) Degree in 1993 and has been working with CIBC Wood Gundy since 1994. She has worked as both Branch Administrator and a Financial Associate. This dual role has provided her with deep industry knowledge, expertise and a valuable perspective. She is now solely dedicated to working with clients. She has completed the Professional Financial Planning Course and Investment Management Techniques Course from the Canadian Securities Institute. Valerie currently resides in Torbay with her husband and son and enjoys spending time at the cabin with her family.

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.

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.

Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.

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.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.