Peter has been advising clients with CIBC Wood Gundy for his entire career since graduating from UWO. Having garnered this wealth of experience over the years, Peter is able to navigate you through all different types of markets and situations. Peter's clientele appreciate that he is a conservative advisor with a common-sense approach that enables them to sleep at night. He continues to seek new affluent clientele and is always appreciative of referrals from existing valued clientele.

Industry Courses

• Canadian Securities Course
• Conduct & Practices Handbook Course
• Branch Managers Examination
• Canadian Options License
• Canadian Insurance License
• Partners, Directors, Senior Officers Qualifying Examinations

Michele has worked with Peter at CIBC Wood Gundy since 1989 and has been employed in the investment industry for over 28 years. Her role on the team is to assist clients with their investment management needs alongside Peter. Over the years, she has built strong relationships with the team's clientele and prides herself on providing a superior level of service to clients.

Industry Courses

• Canadian Securities Course
• Conduct & Practices Handbook Course
• Professional Financial Planning Course
• Wealth Management Techniques Course
• Branch Managers Examination
• Ethics Course
• Financial Management Designation

Sherri has worked with Peter at CIBC Wood Gundy since 2018 and has been employed in the investment industry for over 20 years. Her role on the team is to assist clients with their overall investment and financial management needs alongside Peter. Over the years, she has built strong relationships with the team's clientele and prides herself on providing a superior level of service to clients.

Sherri has completed her Canadian Securities Course (CSC), her Conduct & Practice Handbook course (CPH), and her Wealth Management Essentials course (WME).

Jihan earned a Bachelor of Arts degree in French at the University of Western Ontario, as well a certificate in Human Resources Management from Fanshawe College.  Jihan joined the Financial Services industry since 2011 as a Customer Service Representative in Retail Banking and was later promoted to Assistant Branch Manager in 2013.  She was a recipient of CIBC’s Award of Excellence in June 2014 for Excellent Customer Service.  Jihan joined CIBC Wood Gundy in 2014 as a Sales Administrative and joined Peter Story team in 2017. Jihan has the credentials and is licensed to assist clients with their investments. Jihan enjoys walking and spending time with her family and friends.

Estate Planning Specialist
John began his career in the financial services industry in 1982 and joined CIBC Wood Gundy in 1996.  

John works closely with CIBC Private Wealth Management partners and their clients to help create tax efficient wealth and estate planning strategies. Our team is built on trust and integrity and has been built to serve the needs of our clientele for the decades that follow.

By helping our clients make informed decisions we effectively assist clients with passing wealth to the next generation without compromising their present standard of living. 

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.

Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.

Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.

With over 13 years of financial planning experience, Brian is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals. He is well versed in providing advice, support and direction on complex issues such as retirement planning, tax planning, cash management, estate planning, business succession & transition planning.