Mark has over 40 years of experience providing high net worth clients, corporations and charitable trusts with portfolio management and financial advice. Mark has a very disciplined approach in managing client's finances and an excellent understanding of the financial industry. In his personal life, Mark has passion for cooking, travel, classic cars, and spending time with his family.

Mark is Portfolio Manager, holds the Chartered Investment Manager (CIM®) designation, and is a Fellow of the Canadian Securities Institute (FCSI).  Mark has also co-authored two bestselling books, "Taking Control" and "The Mutual Fund Bible".

Annie’s 20+ years in the financial industry are highlighted by her genuine love of connecting with clients on a personal & professional level. She is very experienced in her client-centric Associate role and provides exceptional administration and service. Annie is a strong believer in creating client relationships that are strongly founded on honesty, transparency, professionalism & sincerity.

In her personal life she is a certified sound therapist & a yoga/meditation facilitator. She is actively involved in communities that share in her strong belief system for social & environmental justice. Annie considers Mark & Tyler to be part of her extended family & genuinely enjoys spending time on a daily basis with them inside and outside of the office.

Annie has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH) and the Wealth Management Essentials Course (WME).

Tyler’s deep roots in hospitality and CIM® designation shape a thoughtful, personalized approach to client interactions and genuine relationship-building. His commitment to understanding market offerings and sound strategy is matched by a client-first approach that prioritizes trust and authentic care. Tyler brings the same warmth and enthusiasm to his professional work as his personal life—whether experimenting with live-fire BBQ, playing with his daughter, or working on his home. He loves travel, especially in search of new culinary experiences, and firmly believes Toronto is a world-class city for food, drink, and hospitality.

David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.

David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.

David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.

• l Certified Financial Planner (CFP®)
• l Fellow of the Canadian Securities Institute (FCSI®)
• l Bachelor of Commerce (B.Comm.)

Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.