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 25 years of 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 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 registered 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.

Christine joined our team as an Administrative Assistant and has over 25 years of experience working in the financial services industry.

The majority of her career was spent at another Canadian Financial Institution where she performed a variety of roles in client service, administration, operations, management and human resources before working for another investment firm for a few years prior to joining our team.

Christine has an extensive background in customer service and looks forward to guiding you with your investment inquiries and requests by assisting with the administrative tasks associated to these requests.

Nolan graduated from Carleton University in May of 2022 with an honors degree in economics. He has over 4 years of professional experience in the financial services industry, the latter portion of it as a financial advisor. His experience includes customer service, client and relationship management, and financial advice.

Nolan works with the team to provide support for the day-to-day management of client requests, transactions and other administrative duties while he works toward becoming CIRO registered.