Having lived in Barrie for most of his life, Mike has built a thriving investment practice, serving busy professionals, business owners, retirees and institutional investors. Mike earned his Honors Bachelor of Commerce, Management Economics in Industry and Finance at the University of Guelph, and has completed the Personal Financial Planner program.  More recently Mike has completed his CIM accreditation, earning the designation of Portfolio Manager.  He also holds his Options and Derivatives license.   On a personal level, Mike and his wife Dana have 2 sons and 1 daughter. The entire family is very involved in local sports, including Mike who spends his spare time not only playing but coaching both hockey and rugby.

Highly valued for her responsiveness to client needs and attention to detail, Angela joined CIBC Wood Gundy over 15 years ago. Angela concentrates on ensuring the administrative needs of our clients are met. Her strong work experience and education is backed by her Professional Financial Planner designation and by the many other relevant courses she has completed.

Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.