Ray Dubeau is an Investment Advisor in the Ottawa office of CIBC Wood Gundy. Ray is part of a close-knit group of dedicated financial professionals who, as a branch, collectively manage approximately $4 billion in client assets.

Ray specializes in providing financial planning and investment advisory services to the firm's most affluent clients. He presents information clearly and concisely, filtering the daily barrage of news and commentary, and assists his clients in making informed decisions based on relevant facts. He constructs diversified, efficient investment portfolios and employs a disciplined, strategic asset allocation methodology. Ray approaches investment decisions with a healthy degree of skepticism. He identifies opportunities that make sense because the underlying fundamentals make sense -- not merely because they are popular.

Ray graduated from the University of Ottawa with a B.S.Sc in 1999. In 2000, he began his career with our predecessor firm providing financial advice for Canadian families, associations and corporations.

An avid golfer and fitness enthusiast, Ray also enjoys playing hockey, mountain biking, camping and fishing. He is involved in several charities including the CIBC Run for the Cure, an annual national fundraiser that supports breast cancer research.

Born and raised in Montreal, Josh joined CIBC Wood Gundy in 2014 after graduating from the University of Ottawa with an Honours Bachelor of Commerce. He is focused on helping individuals, families, and business owners achieve their financial freedom and grow their wealth by providing investment and wealth management using a goal-based approach.

Ann provides personalized client services to our select group of clients and their families. She is highly involved in the day-to-day management of client assets and provides assistance to clients with tax reporting, cash flow requirements, statement reviews and queries, and required paperwork. Ann is fully registered to conduct trades.