Servicing the needs of clients takes special skills. To this end, Dan has made a conscious effort to build on his experience in financial and estate planning, investment advisory and insurance knowledge, as well as, obtaining the designations of Chartered Accountant (CA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Elder Planning Counselor (EPC). This training enables Dan to better service the growing “fifty-plus” population as they transition towards the various stages in their lives.

Formerly with one of Canada's leading professional service firms as a tax specialist, Dan joined CIBC Wood Gundy (and predecessor firm) in 1998 as an Investment Advisor. He is a graduate of Queen's University's Bachelor of Commerce program and has over 40 years of experience in the tax, investment, and financial planning industry.

Dennis provides clients with the best opportunity to achieve their goals, ambitions and aspirations with the wealth they have worked so hard to accumulate. He has over 18 years' experience in the financial services industry. Prior to becoming an Investment Advisor with CIBC Wood Gundy in 2005, Dennis worked with CIBC Imperial Service managing the financial and investment needs of affluent clients. He holds the highly regarded Certified Financial Planner (CFP) designation and develops plans to ensure clients have a full understanding of all tax and estate issues in a continuously changing environment. Dennis' philosophy revolves around teamwork: an accountant, lawyer and estate planner are essential members of everyone's financial planning team.

Dennis is a graduate of the University of Western Ontario with a degree in Economics. A lineman with the Western Mustangs, winners of the 1994 Vanier Cup, Dennis now annually gives a scholarship to a Western student athlete enrolled in a STEM (Science, Technology, Engineering and Math) program.

Lorrie is a registered Investment Advisor Assistant and provides integral support to our team for the day-to-day management of our clients' affairs, administration, communications, and business development.

Lorrie graduated from the University of Ottawa with a Bachelor of Arts degree in Psychology. With over 15 years of experience in the financial industry, Lorrie is fully licensed and has completed the Canadian Securities Course, the Conducts and Practices Handbook Course and the Wealth Management Essentials Course. Her experience gives her a comprehensive understanding of the investment industry and the ability to give a high level of service to our clients.