Neil has been with CIBC Wood Gundy for the past 20 years advising both clients and our firm as a member of the management team. Neil and his team work with affluent families with complex needs to help them organize and gain perspective on their wealth. This is achieved through a client-centric approach, rooted in getting to know their clients very well in order to act in their best interests.

Neil currently serves on the Board of Directors at the Peace Arch Hospital Foundation, which is one of the largest hospital foundations in the province.

In his spare time, Neil enjoys training and travelling with his wife, Lisa, to compete in triathlons. Having success in a sport that involves three different disciplines, has taught Neil many lessons which he has applied to the business. Neil and his wife both enjoy skiing with their three kids. Friends are also important to Neil and Lisa and they enjoy entertaining them at their home. Neil has a passion for gourmet cooking, but Lisa is quick to remind him that he is a little messy in the kitchen.

Since joining CIBC Wood Gundy in 2006, Jeremy has focused on cultivating strategic partnerships to drive his career forward. By partnering with other professionals—both within CIBC and across the broader business community—Jeremy is able to elevate the depth and breadth of solutions he brings to clients. Most notably, his long‑standing partnership with CIBC Commercial Banking has become a defining advantage of his practice, enabling him to specialize in helping small and medium‑sized business owners unify their business and personal financial strategies to maximize their wealth.

Building on this foundation, Jeremy is most energized today by opportunities to extend his expertise even further. The capabilities he has developed—particularly through his work with business‑owning families—position him uniquely well to deliver comprehensive Family Enterprise solutions for affluent Canadians and entrepreneurs seeking guidance across generations.

Known for his genuine, client‑first approach, Jeremy is committed to helping people connect their wealth with what matters most. He believes the best solutions are the ones that occur at the intersection of wealth and passion, and he feels it’s a privilege to be in such a great position to get to know his clients well enough to understand where these lines are.

Jeremy’s passions include helping others, staying active, and being in nature. Jeremy is also a big believer in educating our youth through sports. As a result, outside of his professional life, Jeremy spends much of his free time coaching youth hockey and adventuring with his family, with many of his adventures centering around hockey, biking, skiing, surfing, and fishing.

Jeff offers private investment planning and wealth management services to affluent individuals, families and businesses. Clients are engaged with personalized wealth strategies, retirement plans, hold co. investment solutions that are geared to achieve their most important objectives. Endearing himself to his clients, Jeff works diligently to provide excellent ongoing service and advice to ensure his clients are comfortable through all stages of their financial journey.

Jeff’s industry experience began in the mid-1990s, a continuing passion that existed in high school, and this time period has brought Jeff face- to- face with some of the toughest market cycles in history.

Today, with over two decades of experience, Jeff has helped people navigate through many market cycles – good and bad. He has earned his Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations allowing him to help people strategize for what is most important to them and their families.

Jeff has been involved for many years in community sports helping to coach his daughter’s soccer teams and his son’s hockey teams. In his spare time he enjoys skiing, hockey, hiking and kayaking to stay active, as well as fortifying his culinary skills through artisan bread and pizza baking.