Shawn specializes in strategic investment management for business owners, executives & professionals. He applies a holistic approach to wealth management that focuses on conservative investment management strategies, risk mitigation, and the use of tax-advantaged solutions with clients. Each client receives a tailor-made solution that will help achieve their financial goals.

Shawn holds the designations of Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) and the Fellow of the Canadian Securities Institute (FCSI). Shawn has over 24 years of experience in various roles with the bank. He has been with CIBC for 17 years, of which 9 years are in his current role as an Investment Advisor with Wood Gundy.

Adrian has over four years of experience as an Associate with CIBC Wood Gundy. He works closely with Shawn to deliver exceptional service to their client base as an effective and cohesive team. Adrian is a licensed Registered Representative and is able to provide investment information, taking client requests on buy/sell orders, and responding to account inquiries from clients. He is currently enrolled in the Chartered Financial Analyst (CFA) program, and has successfully passed Level 2 of the CFA Program. 

Adrian has a robust understanding of the markets and continually strives to expand his knowledge base. 

Being a Calgary native, Adrian enjoys exploring the mountains and hiking trails, snowboarding, watching Flames games and playing hockey himself. When he’s not in the office, he’s usually spending time with his family!