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Mark began his career as an Investment Advisor over fifteen years ago, and has worked with two of the largest investment dealers in Canada. As a Senior Wealth Advisor with CIBC Wood Gundy, Mark leads a team of professionals who are dedicated to building long term relationships with their clients and their families. 

Mark grew up in Amherst, Nova Scotia, and Moncton, New Brunswick. He lives in Amherst with his wife Priscilla, their two young daughters, three cats and a dog.


 

Stephen has been giving his clients sound financial advice for over 30 years. He's a graduate of Mount Allison University and received his Chartered Accountant designation in 1985. Prior to entering the investment industry in 1997, Stephen was a practicing Chartered Accountant with a national firm as well as a partner in a local firm for 11 years. Stephen has had extensive training and experience in investment management, taxation, business acquisitions, and personal and business planning. Aside from his role as Investment Advisor with the Maltby Casey Investment Group, Stephen is a Branch Manager overseeing CIBC Wood Gundy operations in Atlantic Canada. Furthermore, he has extensive experience in business negotiations and strategies, as well as investment strategy planning. Stephen has been a recipient of the Chartered Accountant of the Year for Nova Scotia and was awarded Branch Manager of the Year in Canada for CIBC Wood Gundy in 2012.