Richard Fenton, CIM, FMA, FCSI
Associate Portfolio Manager
Investment Advisor
As an Investment Advisor to individuals, families and business owners, Richard has had the pleasure of helping his clients reach their financial goals for over 25 years.
His success as a trusted advisor can be attributed to his careful attention and understanding of his clients' needs, together with an extensive educational background.
A graduate of the University of Guelph with a Bachelor of Science degree, he also holds the Financial Management Advisor (FMA) and the Canadian Investment Manager (CIM) designations. Richard is a Fellow of the Canadian Securities Institute (FCSI) and was previously the Barrie Branch Manager.
As an Investment Advisor, Richard believes it is important to understand his clients' values, dreams and goals, and to provide them with the financial stewardship to help realize them.
The financial solutions he provides are personally tailored to each individual and are always firmly grounded in prudent financial advice.
Clients enjoy peace of mind knowing their investments are being professionally managed to optimize capital preservation and portfolio growth.
Alison Mercer
Senior Branch Administrator
Client Associate
Alison joined Wood Gundy, Barrie, in August of 1990. She had previously worked for 7 years in the banking industry prior to joining the branch. In 2020, Alison will be celebrating 30 years with the firm! Since joining, she has been the Senior Branch Administrator, managing the daily operations of the branch, the support staff, and assisting the branch manager with supervision where needed. She has a vast amount of knowledge in many areas of the investment world and is registered with IIROC as an IR and Supervisor (IR). Over her many years with the firm, she has helped out with other advisors within the branch by providing training and assistance when needed. She brings a wealth of experience and exceptional customer service to our team.
David Lyttle
Financial Associate
David works from the Wood Gundy Owen Sound Office.
Having started with CIBC Wood Gundy in 1991, David has extensive industry, technical and administrative knowledge David is known for his superior service and excellent client relations. His educational background and professional experience makes him a valuable asset to the team.
Richard Fenton, CIM, FMA, FCSI
As an Investment Advisor to individuals, families and business owners, Richard has had the pleasure of helping his clients reach their financial goals for over 25 years.
His success as a trusted advisor can be attributed to his careful attention and understanding of his clients' needs, together with an extensive educational background.
A graduate of the University of Guelph with a Bachelor of Science degree, he also holds the Financial Management Advisor (FMA) and the Canadian Investment Manager (CIM) designations. Richard is a Fellow of the Canadian Securities Institute (FCSI) and was previously the Barrie Branch Manager.
As an Investment Advisor, Richard believes it is important to understand his clients' values, dreams and goals, and to provide them with the financial stewardship to help realize them.
The financial solutions he provides are personally tailored to each individual and are always firmly grounded in prudent financial advice.
Clients enjoy peace of mind knowing their investments are being professionally managed to optimize capital preservation and portfolio growth.
Alison Mercer
Alison joined Wood Gundy, Barrie, in August of 1990. She had previously worked for 7 years in the banking industry prior to joining the branch. In 2020, Alison will be celebrating 30 years with the firm! Since joining, she has been the Senior Branch Administrator, managing the daily operations of the branch, the support staff, and assisting the branch manager with supervision where needed. She has a vast amount of knowledge in many areas of the investment world and is registered with IIROC as an IR and Supervisor (IR). Over her many years with the firm, she has helped out with other advisors within the branch by providing training and assistance when needed. She brings a wealth of experience and exceptional customer service to our team.
David Lyttle
David works from the Wood Gundy Owen Sound Office.
Having started with CIBC Wood Gundy in 1991, David has extensive industry, technical and administrative knowledge David is known for his superior service and excellent client relations. His educational background and professional experience makes him a valuable asset to the team.
OUR PARTNERS
We partner with CIBC experts to help address all of your wealth needs.
Doug Gleed, CLU, CFP, CH.F.C.
Estate Planning Specialist
Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.
Doug Gleed, CLU, CFP, CH.F.C.
Doug Gleed has been in the Financial Planning business for over 40 years. With experience in financial planning, mutual funds, life insurance and employee benefits, he is well positioned to help advisors service their affluent clients, including business owners and individual investors. Tax and estate planning is key to wealthy clients, in particular post-mortem tax planning. Doug’s understanding of clients’ needs, along with his keen interest in helping others, helps shape personalized plans for clients. On weekends he enjoys spending time with his family, golf, hockey and boating.