I have had the honor and pleasure of serving as an investment advisor and portfolio manager with CIBC Wood Gundy since 1990. My dedication lies in working closely with high-net-worth clients to understand their unique financial needs and tailor investment plans that help them achieve their dreams and goals. With over 40 years of experience in the investment industry, I specialize in building high-conviction portfolios and integrating sophisticated covered-call writing strategies.

I am a graduate of the John Molson School of Business and hold the CIM® designation. Beyond my passion for the markets and the economy, I am committed to giving back and actively support causes that are meaningful to me. In my personal time, I enjoy spending time with family and friends and exploring the world.

Giancarlo is a Graduate of John Molson School of Business, holds the Chartered Financial Analyst® (CFA®) designation, has over 13 years experience in the investment industry, and is approved to perform securites and options transactions. His specializes in advising clients every step of the way to help achieve their financial goals, and prioritizing clients' financial needs while remaining adaptable to any changing circumstances.

Graduate of John Molson School of Business with over 10 years of financial services industry experience. His duties include managing client portfolios, dealing with day-to-day trading and being in contact with clients regularly. Chartered Investment Manager (CIM) designation holder, registered for options trading and Chartered International Wealth Manager (CIWM) candidate.

Graduate of McGill University's Desautels Faculty of Management with a Master's degree of Management in Finance. His responsibilities include constant communication with clients to provide tailored investment management services fitting their distinct needs, as well as supporting the team with in-depth equity and macroeconomic research. Chartered Investment Manager (CIM®) designation holder and registered for options trading.

With over three decades of experience, Randi has developed an understanding of retirement planning and investment management, while working closely with clients to provide comprehensive and customized solutions that suit their needs and dreams. Randi assists with portfolio analysis, asset allocation, risk assessment, and performance evaluations. Additional competencies are client service, communication, reporting and business development to support advisory team.

Randi is passionate in helping achieve goals and secure financial futures. Valuing integrity, professionalism, and teamwork, strives to deliver excellence and client satisfaction. She is approved to transact in Fixed Income, Mutual Funds, Equity and Options investments.