John started his career in the financial services industry in 1985. The basis of John's approach is to thoroughly understand your background and objectives. His goal is to provide you peace of mind, knowing that every available avenue has been thoroughly explored, long before a single proposal is made. The result is solutions that are uniquely suited to you, so that the course you set to achieving your goals is sound. John is able to offer his clients options trading and is also a Life Insurance Advisor with CIBC Wood Gundy, allowing him to better meet your needs, no matter how complex they may be.

For over 20 years, Peter has guided clients through difficult markets with sound investment and wealth management advice. When working with clients, he brings a calm, consultative, and disciplined approach, and pairs it with an outstanding level of client service. This allows him to look after a wide range of clients, from high net worth individuals , to trusts and estates that require tailored portfolio solutions and attention to detail. He is experienced in tough market conditions and has strong relationships with thought leaders throughout the financial services industry, including key analysts and traders, as well as tax, legal and banking professionals who provide unique insights and access to pertinent market information.

Peter graduated from Queen's University with a joint BA/BeD in 1997, and received his Chartered Financial Analyst (CFA) designation in 2002. He is well-versed in the advanced principles and practice of modern portfolio theory, which he applies as a licensed Portfolio Manager, one of the investment industry's most coveted titles. He also holds his options license and is a licensed Life Insurance Advisor with CIBC Financial Services Inc.

Outside of business hours, Peter (or "Pete" to those who know him well), his wife Kathleen and their young daughter Gwyneth live an active life, enjoying the outdoors or their family homes on Vancouver Island and in the Collingwood area. Pete is an avid fly fisherman and member of leadership committee of the Nekabong Fishing & Hunting Club, a private club located north of Pembroke that was founded by members of Pete's family in the late 1800s.

After graduating from Ivey Business School, Calvin joined CIBC as part of the first-ever cohort of Private Wealth Rotational Associates. During the program, he completed placements at Head Office, Private Banking, and Wood Gundy, where he built relationships with our various business partners. Calvin joined the Greenwood White Group in an Advisory Role in 2022 and we couldn’t be more excited to have him aboard. Calvin is an industry registered professional who has a passion for working with clients to help them achieve their financial goals. He is a hard worker who is skilled in financial modeling and analytics. We are excited for you to connect with Calvin for portfolio reviews, trading, investment advice, and more. Outside of work, Calvin enjoys playing basketball and golf in the summer, skiing, and hockey in the winter, and spending time with friends and family.

Marc joined the Greenwood White Group in the spring of 2021 after starting his career at CIBC in 2000, and we’re thrilled to have him aboard. Marc brings a wide array of skills to the team, and we hope will become your primary touchpoint for portfolio management, account reviews and updates, as well as bond, stock and mutual fund trading. You’ll quickly come to learn that Marc … Just. Gets. Things. Done. Whether you’re tracking down that tax form you just can’t find, need help opening an investment account for a friend or family member, or need clarification on your statements, Marc is your guy. When he’s not in the office, Marc has a broad range of interests. From U.S. politics to his beloved Dallas Cowboys and even more beloved film mash-ups, Marc is truly a man for all seasons.

Before joining the Greenwood White Group, Lorena started her journey in 2020 as a branch assistant at CIBC Wood Gundy. She has more than 6 years of business experience and excels in a busy work environment balancing multiple tasks and competing priorities.  You can count on Lorena if you need to get accounts opened, an explanation of your statements or help with online access.  Balancing Lorena’s commitment to being a strong steward for the Greenwood White Group is her passion for art and photography. She is also fluent in Portuguese!

After graduating from Queen's University, Thomas joined the Greenwood White Group in the spring of 2024. He plays a crucial role in ensuring seamless client onboarding, account management, and document processing. His exceptional service and organization will leave you confident in any inquires related to accounts, statements, and transfers.

Thomas is currently pursuing his Canadian Securities Course and other industry licenses to expand his capabilities in financial services and wealth management. In his free time, Thomas enjoys expressing his creativity through architecture and design, producing product packaging, floor plans, and vehicle designs. He also loves playing and watching soccer, a passion he inherited from his Brazilian and Portuguese heritage. Thomas speaks Portuguese and Spanish fluently and is learning French among other languages he hopes to speak one day.

We look forward to introducing you to Thomas.