With over 20 years of experience in the financial services industry, I am dedicated to helping families and business owners across Canada navigate the complexities of wealth with clarity and confidence. My approach is centered on the belief that a financial plan is more than just numbers - it's a roadmap for the life you want to live.

Throughout my career at CIBC Wood Gundy, I have specialized in transition planning and tax-efficient portfolio growth. I work closely with my clients to strip away the emotion of the markets, providing straight forward advice that allows them to focus on what matters most to them.

Outside of the office, I am a firm believer in family comes first and supporting the local Calgary community. On multiple days of the weeks, you can find me training for Muay Thai and taking care of my pup, Barker.

With over a decade of experience in wealth management, Justin is known for his analytical acumen and commitment to client success. As an Associate Investment Advisor, he assists clients in interpreting market trends, evaluate opportunities, and provide actionable insights that support portfolio growth and long-term financial objectives.

Justin holds the Chartered Investment Manager (CIM®) designation and is recognized for his clear communication and ability to simplify complex investment strategies. He is trusted by clients for his proactive approach—regularly sharing timely market perspectives and collaborating closely with our advisory team to deliver integrated wealth solutions.

Passionate about staying ahead in a dynamic industry, Justin keeps a pulse on financial news and emerging trends, ensuring clients benefit from informed, forward-thinking advice. Outside the office, he enjoys trying as many restaurants in a city as possible, hiking mountain trails, and fishing.

With 30 years of experience in the financial services industry, Heike is a cornerstone of our team, dedicated to helping families in Calgary navigate their financial journeys with absolute precision. Her approach is rooted in the belief that long-term success is built on a foundation of trust, consistency, and an unwavering attention to detail.

Throughout her tenure, Heike has specialized in operational excellence and high-level client service, and holds the Chartered Investment Manager (CIM®) designation. She combines her deep technical knowledge with a commitment to thoroughness, ensuring that every document and trade is handled with the utmost care. Heike is known by our clients for her quick responsiveness and her willingness to always lend a helping hand, ensuring that no detail is overlooked in the management of their wealth.

Outside of the office, Heike is a firm believer in the importance of community and finding balance in nature. For years, she has served as the lead coordinator for the CIBC Wood Gundy Calgary branches’ kids’ Christmas party. On the weekends, you can usually find her backpacking through the wilderness or traveling to quiet, off-the-beaten-path destinations to recharge.

With over a year and a half of experience in the financial services industry, Asher is dedicated to supporting our team and clients in Calgary by ensuring every detail of their wealth management strategy is executed with precision. His approach is centered on the belief that a strong financial plan is built on a foundation of rigorous analysis and seamless operational efficiency.

Throughout his time with our team, Asher has specialized in analytical research and process optimization. Whether he is performing fund analysis, building custom stock tracking sheets, or streamlining our administrative workflows, Asher focuses on the "why" behind the numbers. He has completed the Conduct and Practices Handbook (CPH) and Canadian Securities Course (CSC) courses and is currently working toward his Wealth Management Essentials (WME) certification to further enhance the specialized support he provides to our families.

Outside of the office, Asher is a firm believer in staying curious and active within our local community. On the weekends, you can usually find him hiking with his dog in the Rockies, cheering on the Flames, or traveling to catch a rock concert.