Graduate of John Molson School of Business and CIBC Wood Gundy advisor since 1990. My passion is working closely with high net worth clients to understand and customize investment plans to meet their financial needs.
My objective is to help clients attain their dreams and goals, while easing them through retirement. With over 35 years of experience in the investment industry, I specialize in building high conviction portfolios and integrating complex covered-call writing strategies. In addition to the market and the economy, I love donating to causes that are dear to me.

Graduate of John Molson School of Business with over 10 years in the investment industry. His duties include helping clients every step of the way to achieve their financial goals. He plans to be in contact with clients regularly to focus on delivering a consistent stream of investment income and to be flexible with any changing circumstances. Chartered Investment Manager (CIM) designation holder, registered for options trading and CFA charterholder.

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 33 years of experience, Randi has developed a deep understanding of retirement planning and investment management, while working closely with clients to provide comprehensive and customized solutions that suit their needs and dreams. Also assists with portfolio analysis, asset allocation, risk assessment, and performance evaluation. Additional competencies are analytics, client service, communication, reporting and business development.
Randi is passionate in helping achieve goals and secure financial futures. Valuing integrity, professionalism, and teamwork, strives to deliver excellence and client satisfaction. 

Having been with Wood Gundy for over 2 years, her responsibilities within the team include client account administration and fulfilling various client requests.