Peter R.C. Story
Senior Wealth Advisor
Senior Investment Advisor
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 Licenses
- Canadian Options License
- Canadian Insurance License
Michele Fenlon, FMA
Financial Associate
Michele has worked with The Story Investment Group at CIBC Wood Gundy since 1989. Her role on the team is to assist clients with their wealth 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. With her extensive experience and various industry courses, Michele is qualified to assist clients with their wealth management needs.
Sherri Blum
Financial Associate
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 Darwish
Client Associate
Jihan has worked in the Financial Services Industry since 2011. She started out as a Customer Service Representative in retail banking, eventually advancing to the Assistant Branch Manager role. In 2014, she received CIBC’s Award of Excellence for her dedication to excellent customer service and decided to join Wood Gundy. She joined The Story Investment Group in 2017. She deals with client inquiries and with her many years of experience and various certifications, she is well equipped to assist clients with their investment goals.
Breanna Parson
Administrative Assistant
Breanna has been a member of The Story Investment Group since September 2022. Breanna works closely with the team and our clients providing administrative support. She has obtained various industry courses and is equipped to support clients with their wealth management needs.
Peter R.C. Story
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 Licenses
- Canadian Options License
- Canadian Insurance License
Michele Fenlon, FMA
Michele has worked with The Story Investment Group at CIBC Wood Gundy since 1989. Her role on the team is to assist clients with their wealth 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. With her extensive experience and various industry courses, Michele is qualified to assist clients with their wealth management needs.
Sherri Blum
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).
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jordan Crampton, CFP, CLU
Estate Planning Specialist
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.
David Coate, CA, CPA, CFP
Estate Planning Specialist
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.
Brian Lawson, CFP, RRC, CIM
Financial Planning Specialist
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.
Jordan Crampton, CFP, CLU
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.
David Coate, CA, CPA, CFP
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.
Brian Lawson, CFP, RRC, CIM
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.