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 5 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, licensed for options trading and CFA Level 3 candidate. 

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, licensed for options trading and Chartered International Wealth Manager (CIWM) candidate.

With over 30 years of experience in the investment industry and working with Richard Lapointe's team over 20 years, her duties include the administration of all client accounts and is the first point of contact for all client requests. Licensed for trading.

With over 5 years of investment industry experience, she has recently joined the team handling administrative demands and client requests. Licensed for trading.