With over two decades of experience in the financial industry, I have built my career from the ground up, starting as an assistant in 2003 and learning the ropes of wealth management. Today, as an Investment Advisor and Portfolio Manager with CIBC Wood Gundy, I am committed to helping affluent individuals, families, business owners, foundations, and trusts achieve their financial goals with confidence.

I hold the Chartered Investment Manager (CIM) designation which allows me to offer a well-rounded approach to wealth management. Having navigated multiple market cycles, I bring practical experience and strategic insight to every client relationship. I believe that a successful wealth management strategy is built on trust, transparency, education and understanding, which is why my focus is on cultivating long-term relationships with clients and offering thoughtful, customized recommendations.

In my view, every client should have a comprehensive financial plan in place—it’s essential for creating a deeper understanding of their financial picture and ensuring that we are making informed, purposeful decisions to help them achieve their goals. My career has been shaped by these relationships, and the lessons I’ve learned from my clients continue to inspire and inform the way I approach my work.

I am also inspired by those who exhibit grit and determination—those who stay committed to their dreams even when the journey isn’t easy. I believe that the most worthwhile achievements come from perseverance, and it’s this mindset that I carry with me when guiding clients through their financial journey.

When I’m not helping clients reach their wealth goals, I’m a busy wife and mother of two. My family and I are passionate about spending time in the great outdoors, and you’ll often find us at the hockey rink, where we love to cheer on our kids and stay active together.

Monal joined our team in 2021, and she brings years of experience in customer service by working in retail banking.

Driven by passion and dedication she takes pride in providing the best service possible. Monal graduated from NAIT with a major in finance. In her personal life she likes to travel, paint, cook, spend time with family and dive into reading books.

Shelby is a dedicated Client Associate at CIBC Wood Gundy, specializing in seamless meeting preparation, efficient account maintenance, and accurate reconciliation. With a strong focus on ensuring clear and effective communication between portfolio advisors, internal partners, and clients, Shelby plays a vital role in delivering an exceptional client experience.

Shelby graduated from MacEwan University with a Bachelor of Commerce, major in International Business and minor in Finance. Bringing five years of experience in the financial services industry, including three years as a Banking Advisor, Shelby has developed a deep understanding of clients’ diverse financial needs. This background equips her with the expertise to anticipate challenges and enhance every client interaction.