Steve's career has spanned 30 years in the financial services industry. He has embraced the privilege of learning from his father, Jim, who spent his 35 year career assisting CIBC clients. Steve's commitment to the continuation of excellence in the financial services industry has resulted in many long-standing client relationships. Since joining CIBC in 1990, Steve has experienced first-hand the evolution of investment solutions, global markets, and client needs. This knowledge, combined with his proven process and stability make him a natural choice for clients looking for financial piece of mind.

Keltie joined CIBC 30 years ago and since then, she has been highly valued for her responsiveness to client needs and attention to detail. In 1996, she moved to CIBC Wood Gundy as a Branch Administrator, responsible for overseeing the administration of one of the region's larger CIBC Wood Gundy offices. In recognition of her exceptional organization skills, Keltie was promoted to Assistant Branch Manager in 2003. For seven years, she played a critical role in fulfilling the rigorous compliance procedures involved in running a branch. Keltie now concentrates solely on ensuring the administrative needs of our clients are met. While working full time at CIBC Wood Gundy, Keltie also completed her business degree at York University, graduating with distinction. Her strong work experience and education is backed by her Canadian Investment Management (CIM) certification along with the many other relevant courses she has taken throughout her career.