Meggan believes that a key part of her role is to provide clients and their families with convenience, flexibility, and peace of mind through the services and financial solutions she offers.

She starts by understanding the financial goals of her clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs.

Meggan's clients greatly value this level of highly personalized attention and service.

Indra utilizes her knowledge and experience as a Wealth Strategist to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Indra collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. An accredited financial professional with over 30 years' experience Indra aims to help clients understand the benefits of an integrated approach to wealth management.

Shortly after graduating with a Bachelor of Arts Degree Jordan joined CIBC Wood Gundy in 2010 as an Assistant on the Estate Planning Team.  

This opportunity behind the scenes provided an ideal chance to learn as much about the financial services and insurance industry and ensure that knowledge would help advisors and clients in his current role.  

Jordan is passionate about bringing technical skills and interpretation to every professional relationship and making sure our team is offering the right solution to each client.

Having worked in the accounting profession before joining CIBC Wood Gundy in 2016, David has a unique perspective of tax and estate planning challenges that most of our clients will face during their lifetime.

Being able to draw on prior knowledge and experience from his accounting career and apply that prior experience to new advisor and client relationships is a valuable asset to our team and our partners.

Educating our clients and partners to ensure that complicated problems can be simplified is one of David’s greatest strengths.

Advising individual private clients and foundations since 1994, Derek specializes in developing overall wealth strategies that consider current investments, lifestyle needs and planning for the next generation. Derek and his team are committed to providing a high level of service by working with a select number of affluent clients. Derek graduated from the University of Western Ontario with a Bachelor of Science and received his Financial Management Advisor (FMA) designation from the Canadian Securities Institute, and is also a fellow of the Canadian Securities Institute. Married with four children, Derek has been involved in various organizations including the Heart and Stroke Foundation, the United Way and Rotary, and he is a past recipient of an Ontario Championship Award in cycling.

Gabriela has been in the financial services industry since 2001 and with CIBC Wood Gundy for most of her career. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service.